Sales Compensation Analyst III, Captivate IQ (Hybrid or Remote)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:
This position performs a variety of sales compensation activities to ensure complete, timely, and accurate maintenance and administration of Sales Compensation programs for all company-wide Sales Incentive Plans (“SIP”) and LPL Financial and Financial Institute Divisions (“FID”) channel advisor/credit union program compensation. This position is responsible for the calculations, formulas, analysis, evaluation, quality assurance, reporting, and business technical duties required for completing the daily, bi-weekly, semi-monthly, quarterly, and annual cycles to support all SIP and Sales Compensation activity.

Job Responsibilities:

• Perform administrative and technical support activities for all SIP plans and LPL Financial and FID channel advisor/credit union program compensation, ensuring quality, accurate, and timely delivery. This includes, but is not limited to, building formulas, performing calculations, data research and mining, and design/creation of reports and presentation materials.
• Interpret the high-level design of SIP plans and LPL Financial and FID channel advisor/credit union program compensation, and accurately translate the design into detail business process specifications for both the system implementation and ongoing administration activities.
• Assess, plan, lead, and deliver all testing and quality assurance efforts for Sales Compensation plan implementations and updates.
• Provide input and assistance for all efforts which ensure that supporting technology for Sales Compensation is updated to optimal operational fit and quality for the SIP and Sales Compensation requirements of the organization.
• Resolve complex issues and requests, both routine and special, through innovative solutions, and in a thorough, prompt, and appropriate manner.
• Provide assistance, education, and supportive feedback to external business customers, managers and front-line incumbents related to their sales incentive plan and payments.
• Identify and help to implement process improvement efforts to streamline processes, increase productivity and gain efficiencies in order to provide cost effective value to our customers. This includes compliance with balance and control procedures for processes to ensure data is processed accurately and efficiently.
• Promote and maintain an open and active communication methodology with interactive participation. Communicate in a proactive manner with peers and manager about the status of work in progress and potential impacts to each other.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor’s degree, preferably in Accounting or Finance, or equivalent work experience.
• 5+ years progressively responsible work experience in compensation, payroll, accounting, or systems support.
• Knowledge or demonstrated ability to quickly learn relevant computer systems that support sales incentives and compensation (ex: TrueComp, Rep Info Center, Workday, etc.)
• Strong mathematical and analytical skills, attention to detail with an emphasis on quality control of data, with demonstrated ability to problem solve and innovate.
• Ability to work under pressure, and balance multiple simultaneous assignments and deadlines.
• High level of proficiency with Microsoft applications is needed; advance understanding of Excel is critical.
• Ability to quickly learn TruStage’s organization, field and sales team structure, sales incentives and compensation plans, as well as relevant accounting and administration systems and data warehouses.
• Demonstrated ability and confidence to recommend proposals, express creativity, implement solutions,
• Proven ability to clearly and effectively communicate in person and in writing to various levels of the organization and external customers.

Preferred Qualifications

• Insurance or Brokerage industry experience preferred
• Knowledge of the Credit Union Marketplace preferred
• Sales Commission Experience preferred
• Working experience with Captivate IQ system preferred
• Above-average knowledge and experience with Database Query Tools such as SQL Server databases and query tools preferred
• Experience applying Sales Incentive Plan (SIP)rules consistently and at scale in order to administer accurate payments on a timely basis preferred

#LI-LT

If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.