Sales Operations Specialist

About the role

Allied Solutions is seeking a Sales Operations Specialist to support commission and incentive administration, sales operations reporting and analytics, workflow and project coordination, documentation, and cross-functional communication.

Responsibilities

• Support commission & incentive administration
• Research and respond to commission and incentive-related questions from Sales and Service representatives.
• Support commission worksheet submissions by reviewing requests, validating data, confirming required information, and helping ensure submissions are complete, accurate, and timely.
• Audit commissions and incentive-related activity to ensure alignment with established policies, schedules, program guidelines, and contractual commitments.
• Support accurate commission and incentive program reporting, audit results, tracking files, summaries, and related updates.
• Carefully coordinate follow-up and problem resolution to support timely, accurate responses to Sales and Service representatives.
• Maintain organized tracking of commission and incentive-related requests, issues, approvals, commitments, exceptions, program details, and resolution status.
• Support Sales Operations Reporting & Analytics
• Collect, validate, interpret, and organize Sales Operations data into clear reports, summaries, dashboards, and leadership updates.
• Support recurring and ad hoc reporting requests from Sales, Service, Sales Operations, and executive leadership.
• Create, maintain, and enhance Sales and Service Power BI dashboards and related reporting tools.
• Analyze data, identify trends or discrepancies, research questions, and summarize findings to support decision-making and operational visibility.
• Maintain reporting documentation, data definitions, recurring reporting calendars, and process notes to support consistency, accuracy, and continuity.
• Carefully coordinate workflows, projects, audits, and documentation.
• Coordinate the annual licensing audit, including data collection, documentation, tracking, stakeholder follow-up, issue resolution, and completion support.
• Provide budget coordination support by tracking budget-related requests, timelines, inputs, documentation, approvals, reporting needs, and follow-up items in partnership with Sales Operations leadership and internal business partners.
• Provide Sales Operations Support & Documentation
• Review, test, update, and maintain documentation related to Sales Operations processes, policies, procedures, workflows, training materials, and team resources.
• Support communication coordination for Sales Operations updates, process changes, reminders, reporting timelines, and cross-functional initiatives.
• Support training efforts related to Sales Operations systems, tools, processes, workflows, and reporting resources.
• Assist leadership with case-specific or situation-specific Sales Operations needs, including research, documentation, process support, and stakeholder coordination.
• Collaborate with team members and internal business partners to support continuous improvement, process clarity, and consistent service to Sales and Service teams.

Requirements

• Bachelor’s degree in business administration, accounting, finance, economics, data science, operations, or a related field.
• 1–2 years of experience in reporting, analytics, sales administration, sales operations, operations coordination, business support, finance support, or a related administrative/analytical role.
• Advanced Microsoft Excel skills.
• Strong reporting, analytical, and data validation skills.
• Strong attention to detail and ability to work accurately with data, documentation, requests, and recurring processes.
• Strong verbal and written communication skills.
• Excellent organizational skills, with the ability to manage multiple priorities, deadlines, action items, and follow-up items.
• Ability to research questions, identify discrepancies, document findings, and coordinate timely resolution.
• Experience coordinating workflows, projects, documentation, recurring processes, operational calendars, or cross-functional follow-up.
• Experience with financial institutions, insurance products, or related business environments.

Qualifications

• Experience in sales administration, sales operations, incentive administration, commission administration, finance support, or a sales support environment.
• Experience supporting commission, incentive, bonus, compensation, or similar payment-related processes.
• Experience creating, maintaining, or supporting operational reports, dashboards, scorecards, or executive summaries.
• Experience or training with Power BI, CRM systems, commission systems, SQL databases, or other reporting/analytical tools.
• Experience supporting budget coordination, budget tracking, financial reporting inputs, or department-level planning processes.
• Experience supporting audits, licensing reviews, compliance tracking, or recurring documentation reviews.
• Experience with financial institutions, insurance products, or related business environments.

Skills

• Strong reporting, analytical, and data validation skills.
• Strong attention to detail and ability to work accurately with data, documentation, requests, and recurring processes.
• Strong verbal and written communication skills.
• Excellent organizational skills, with the ability to manage multiple priorities, deadlines, action items, and follow-up items.
• Ability to research questions, identify discrepancies, document findings, and coordinate timely resolution.
• Experience coordinating workflows, projects, documentation, recurring processes, operational calendars, or cross-functional follow-up.
• Experience with financial institutions, insurance products, or related business environments.

Benefits

Medical, dental, vision, life and disability and 401k benefits are part of the employment offering. Pay and benefits are subject to change at any time and may be modified at the discretion of the company, consistent with the terms of any applicable compensation or benefit plans.