Commissions Specialist

PURPOSE:

The Predictive Index—the talent optimization leader—is an award-winning best place to work (Inc., Glassdoor, Boston Business Journal, The Boston Globe).

Our mission is “Better work, better world," and we take great pride in PI’s power to supercharge workplace relationships and culture to achieve the unthinkable. We’re our own best case study! You’ll be working toward a mission that inspires you, and you’ll be surrounded by fun, smart, driven people day in and day out.

There’s a reason more than 10,000 companies—including Nissan, Citizens Bank, Drift, Subway, Blue Cross Blue Shield, Docusign, and Omni Hotels—trust PI to help them hire top talent, design winning teams, and develop leaders at every level. Come discover how we empower our clients to solve their biggest challenges and make their business dreams come true.

The Predictive Index is a place where people with diverse backgrounds, experiences, and perspectives collaborate on amazing, important work. We celebrate our differences, knowing that they are fundamental to our success as an organization. “Better Work, Better World,” starts here, in an organization where every member of the PI community is valued, respected, and welcome. We encourage people from underrepresented backgrounds to apply.

POSITION:
The Commissions Specialist is responsible for reconciling commissions for multiple revenue channels, including agent partners and the direct sales team, on a monthly basis. This individual will own the new partner setup process, including soliciting bank information and W9s from our agent partners, reviewing contracts and loading commission rates for new partners. At year-end, this individual will assist the team with 1099 partner data validation. 

A successful Commissions Specialist will maintain a high level of accuracy in daily operations and be comfortable working directly with our partner network via cases in the billings queue as well as phone calls to resolve discrepancies. As a part of a growing company, this individual must have the ability to prioritize, plan and organize for expected work to ensure the success of the team and the company. Collaboration is a key part of this role, this person must be comfortable working with other departments including higher level roles inside and outside of the organization. 

YOUR DAY-TO-DAY:

• Gain a deep understanding of the sales cycle and related Salesforce processes to support daily commission operations

• Reconcile commissions between NetSuite and Salesforce for both agents and the direct team

• Work with the Direct, Client Success, and Partnerworld departments to validate the commissions

• Upload agent commission payables into NetSuite and enter bill credits for clawbacks

• Manage the commissions dashboard in Domo and identify discrepancies between Salesforce and NetSuite

• Host monthly agent commissions meeting with our CFO, to explain commission fluctuations across all agent types

• Complete new partner setup including loading commissions rates for partners, request bank information and W9s

• Process agent commission payments between 20-25th of the month

• Reconcile deferred agent & direct commission on a monthly basis for ASC340

• Provide excellent customer service to our partner network regarding commission discrepancies and the commissions dashboard

• This individual will support our Billings Specialist in the billings queue and serve as a backup for billing functions

• Ad hoc projects as necessary including continuous process improvements

SHOULD YOU APPLY?

If you’ve got all the below skills, drop what you’re doing right now and reach out. If you’ve got some of these skills, we still want to hear from you!

• You have strong time management, organizational, and critical thinking skills with a high attention to detail

• You’re proficient in Microsoft Excel, including VLOOKUPs and Pivot Tables 

• You’re happy to work in a fast-paced, highly-collaborative environment.

• You’re proficient in Salesforce, nice to have but can train

• You have used Netsuite, nice to have but can train