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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and problem-solving capabilities in Sales Operations, with expertise in data reconciliation, performance analysis, and incentive compensation processes. Proficient in Microsoft Excel and experienced in utilizing Salesforce and business intelligence tools for reporting and process improvement.
Highest-signal resume keywords
Sales Operations ManagementData ReconciliationMicrosoft Excel ProficiencySalesforce CRM ExperiencePerformance Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisIncentive CompensationQuota ManagementForecastingBusiness ReportingDashboard DevelopmentProcess ImprovementAutomationQuality ControlDocumentation
Soft Skills
Attention to DetailClear CommunicationOrganizational SkillsPartnership BuildingDiscretion
Tools & Technologies
SalesforcePower BIMicrosoft ExcelBusiness Intelligence PlatformsReporting Platforms
Industry Keywords
Sales PlanningRevenue OperationsHigh-Growth B2B EnvironmentLogisticsTransportation
About the role
Key responsibilities & impact- Manage monthly execution of Sales Incentive Plans under the direction of the Senior Manager, Sales Operations
- Validate performance results and commission calculations
- Complete reconciliations, audits, payout validation, and documentation before payroll processing
- Investigate and document commission disputes, adjustments, and exceptions; resolve routine issues and escalate complex matters
- Maintain compensation records, calculation logic, approvals, and audit-ready controls
- Provide data, modeling, and scenario analysis for plan updates and future designs
- Monitor data quality and recommend improvements to compensation accuracy, transparency, scalability, and efficiency
- Maintain dashboards, scorecards, recurring reports, and business intelligence resources
- Analyze sales performance, quota attainment, productivity, pipeline, customer, market, and trend data
- Prepare reporting, insights, and analyses for weekly, monthly, and executive performance reviews
- Support revenue planning, seller productivity, resource allocation, and commercial decisions
- Support quota deployment, territory alignment, account assignments, capacity analysis, forecasting, and performance measurement
- Provide modeling and impact analysis for growth planning, market prioritization, GTM initiatives, organizational changes, market expansion, and sales programs
- Maintain planning files, assumptions, outputs, and documentation
- Improve seller productivity, market coverage, and sales effectiveness
- Document Sales Operations processes, controls, data definitions, and ownership requirements
- Identify process gaps, manual effort, and control risks
- Support automation, system enhancements, testing, and implementation across Salesforce, reporting platforms, and Sales Operations workflows
- Coordinate activities and projects with Sales, Account Management, Finance, Payroll, HR, IT, and other partners through resolution
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, Accounting, Economics, Analytics, or a related field, or equivalent experience
- 3+ years of experience in Sales Operations, Revenue Operations, Finance, Incentive Compensation, Business Operations, or a related analytical role
- Strong proficiency in Microsoft Excel, including PivotTables, lookups, and complex formulas
- Strong analytical, problem-solving, data-reconciliation, and quality-control capabilities
- Experience developing or maintaining business reports, dashboards, or performance analyses
- Experience with Salesforce CRM and Power BI or comparable business intelligence platforms preferred
- Knowledge of sales planning, quota management, territory design, forecasting, and incentive compensation processes preferred
- Experience supporting process improvement, automation, system testing, or implementation activities preferred
- Experience in logistics, transportation, distribution, or a high-growth B2B environment preferred
- Responsibility to understand and adhere to the security guidelines in OnTrac’s Acceptable Use policy
- Exceptional attention to detail, organization, documentation, and follow-through
- Clear communication and effective work across multiple stakeholder groups
- Discretion when handling confidential and sensitive business and compensation information
- Ability to build effective partnerships across Sales, Account Management, Finance, Payroll, HR, and IT
- Sound judgment within established procedures
Benefits
Comp & perks- Medical, dental, and vision insurance
- Life and short- and long-term disability coverage
- 401(k) retirement savings plan with company match
- Flex vacation in states other than CA, CO, IL, MA, MT, and NE, with accruals up to 96 hours for first year of employment with tenure-based increases up to 160 hours
- Two (2) floating holidays per year
- Paid sick leave
- Six (6) paid company holidays
- Two (2) weeks paid pregnancy disability leave
- Four (4) weeks paid parental bonding leave
- Additional wellness and employee assistance programs
