Sales Commissions and Operations Analyst

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Overview

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

Responsibilities

• Commission Calculation and Reporting
  • Accurately calculate sales commissions based on established commission plans and sales performance metrics
  • Ensure timely and error-free processing of commission payments to sales representatives
  • Review and validate commission calculations for completeness and accuracy
  • Analyse sales performance data to track trends, identify outliers, and provide insights into commission payout distributions
  • Prepare regular reports and dashboards to communicate commission-related metrics and performance to Addepar's executive team
  • Find opportunities for process improvements and efficiencies
  • Continue to buildout Addepar’s sales commission techstack
• Commission Plan Management
  • Maintain and update commission plan documentation, ensuring clarity and consistency.
  • Monitor and evaluate commission plan effectiveness, recommending adjustments as needed to drive desired sales behaviours and outcomes
  • Ensure adherence to company policies, regulatory requirements, and industry standard methodologies in commission administration
  • Implement and maintain controls to safeguard the integrity and confidentiality of commission data
• Business Operations & Insights
  • Support the reporting and analysis of headcount data, providing the business with a clear picture of our team's structure and growth
  • Go beyond commissions to deliver broader business insights. You'll analyse various operational data to help leadership make informed decisions and improve overall performance
• Cross-functional Collaboration
  • Partner with finance and human resources teams to ensure alignment of commission calculations with payroll processes and compliance requirements
  • Work closely with the Strategy & Ops team to reconcile sales data, resolve discrepancies, and address inquiries related to commissions

Qualifications

• Bachelor's degree in finance, accounting, business administration, mathematics, or related field would be desirable
• Previous experience working with sales commissions, preferably within a SaaS or high-growth company environment OR
• Previous experience in finance, audit, or accounting roles, from practice or industry. While prior commissions experience is a plus, full commissions training can be provided to the right candidate. Accounting qualification desired but not required
• Strong analytical skills and excellent attention to detail and accuracy in calculations and reporting
• Advanced proficiency in Microsoft Excel or similar spreadsheet software, and Salesforce CRM software. Preferred experience with a commission software such as SPIFF, Xactly, and/or CaptivatieIQ
• Growth mindset and unwavering commitment to continuous process improvement
• Exceptional communication and interpersonal skills with the ability to collaborate effectively across functions
• Demonstrated ability to prioritise tasks, meet deadlines, and thrive in a fast-paced, dynamic environment

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.