Contracts and Commission Specialist

Key Responsibilities

• Manage all DocuSign processes for the company, including sending, receiving, and countersigning all contracts, addendums, due bills, and related documents.
• Maintain accuracy and organization of all contracts within internal systems.
• Add, correct, and maintain contract details within Sunbase.
• Add or update lender information associated with contracts.
• Maintain and update contract records for PISA (Project Information System Application).
• Create Mock BOMs (Bill of Materials) for panels and inverters for initial contracts.
• Start BOM for installation preparation (cash price, subcontractor, rebates, panel count, etc.) and forward related tasks to appropriate team members (Zach, PC team).
• Pull and organize required documentation for end-of-month reconciliation.
• Monitor and review the PSS thread to confirm all project details are accurate.
• Verify contract entries, project data, and compliance details before processing.
• Add, correct, and maintain PISA records throughout the project lifecycle.
• Review all sold and installed files for accuracy prior to commission processing.
• Create and edit all entries in the Master Commission Book.
• Create and maintain individual EC (Energy Consultant) commission books.
• Manage commission draws and balance tracking (excluding sales+).
• Send and receive commission sheets and maintain the organized repository of signed commission sheets and pay plans.
• Respond to and investigate commission-related inquiries from staff and leadership.

Data Management, Reporting & Analytics

• Maintain and update multiple Google Sheets trackers, including:
• Master Commission Book
• Individual EC Commission Books
• Metrics Book
• CIT (Month-to-Month Sold Book)
• Bridge Book
• Daily Sold & Installed Reports
• Metrics Book
• Create the new Metrics Book for the upcoming year (e.g., 2026).
• Maintain year-over-year metrics and ensure proper linking and continuity.
• Create and Manage The CIT Workbook, Including Reporting On Monthly sold volume (EC + KW)
• Setter & appointment type for bonus calculations
• Referral bonus count and details
• Create and maintain the Daily Sold and Installed workbook.
• Send daily KPI reports to Leadership.
• Maintain PISA details and ensure data consistency across systems.
• Pull reports for end-of-month reconciliation and verify accuracy.

Requirements

• Background in commission processing, payroll, operations, or sales administration.
• Experience in solar or construction industry operations.
• Knowledge of BOM creation, subcontractor workflows, or rebate/loan program requirements.
• Advanced proficiency in Microsoft Excel, including PivotTables, VLOOKUP, data validation, conditional formatting, and complex formulas.
• Experience creating and maintaining Excel dashboards, reports, and commission-tracking spreadsheets.
• Strong analytical skills with the ability to reconcile large datasets and identify discrepancies.
• Excellent attention to detail and accuracy when reviewing contracts, commission calculations, and financial records.
• Knowledge of commission structures, incentive plans, and payment processing.
• Ability to analyze data trends and prepare accurate reports for management.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, Outlook, and Teams.
• Ability to maintain confidentiality when handling employee compensation and contract information.
• Strong problem-solving and critical-thinking skills.
• Excellent written and verbal communication skills.
• Ability to collaborate effectively with Sales, Finance, Payroll, and Human Resources teams.
• Ability to work independently while managing multiple projects in a fast-paced environment.

Physical Requirements

• Prolonged periods of computer and desk work.
• Ability to manage digital files and documentation systems efficiently.