Sales Operations Analyst I
EPITEC · Austin, TX · 1 wk ago
Business Development$60–$64/hrContract
About the role
Sales Operations Analyst I – 12 month contract with possibility for extension, hybrid schedule based in Austin, Texas. Pay rate: $60‑64 per hour (W2). Responsible for the day-to-day data inputs, tracking, reporting, and transactional execution that support partner incentive and investment programs. This role manages Salesforce record maintenance, contract intake, supplier onboarding coordination, payout request processing, recurring reporting, and cross-system data validation. The ideal candidate is highly detail-oriented and thrives in a high-volume, deadline-driven environment where accuracy and process compliance are critical.
Responsibilities
- Create, update, and maintain Salesforce records, including accounts, contracts, incentive requests, and payout records.
- Perform data hygiene reviews to identify incomplete, duplicate, outdated, or inaccurate records.
- Enter executed contracts and associated metadata into Salesforce and internal systems, ensuring accuracy against source documents.
- Coordinate supplier onboarding activities through internal procurement systems.
- Track onboarding requests through activation and monitor assessment and approval status.
- Maintain accurate supplier data across procurement systems and Salesforce.
- Support contract, PO, and non-PO documentation requirements while maintaining audit-ready records.
- Prepare and submit payout requests with complete and accurate supporting documentation.
- Validate contract amounts, approved budgets, coding, and required attachments before submission.
- Track payouts from request through payment and maintain status reporting.
- Investigate and resolve payment exceptions and rejections.
- Reconcile paid, approved, and contracted amounts and escalate discrepancies.
- Partner with Finance, Revenue Accounting, and Deal Operations to support documentation requests and month- or quarter-end activities.
- Maintain recurring trackers, dashboards, and status reports.
- Produce reporting on committed, approved, paid, and remaining program funds.
- Conduct completeness checks and identify data gaps or exceptions.
- Reconcile data across Salesforce, procurement systems, supplier records, finance systems, contracts, and trackers.
- Maintain SOPs, templates, intake forms, and supporting process documentation.
- Track outstanding action items and follow up with stakeholders to ensure completion.
Minimum Qualifications
- 1–3 years of experience in operations, sales operations, contract administration, procurement, AP/AR support, data entry, quality assurance, or a related field