EI
Sales Operations Analyst I
eTeam Inc.
- 🇺🇸 United States
- Hybrid
- 7 hours ago
- POS
- Pivot Tables
7 hours ago
Not enough detail in this posting to match
Location: Austin, TX (3 days)
Duration: 12 Months
Summary
This role owns the day-to-day data inputs, tracking, reporting, and transactional execution that keep partner incentive and investment programs running: Client record hygiene, contract intake into internal tooling, supplier onboarding coordination, payout request submission and tracking, recurring report maintenance, and cross-system completeness checks.
The work is high-volume, detail-intensive, and deadline-driven. A single mistyped field can hold up a partner payment, misstate a number in a leadership review, or fail a finance control. The ideal candidate finds genuine satisfaction in a clean, fully reconciled dataset — and in a payout that clears first-pass with no exceptions.
Responsibilities
Contracts & Records
Create, update, and maintain Client records (accounts, contracts, incentive requests, payout records) with full field completeness.
Run regular hygiene sweeps to identify blanks, stale values, duplicates, and mismatches.
Input executed contracts and associated metadata — entity, term dates, caps, approved amounts, GL account, cost center, project, purchasing category, supplier number — into Client and adjacent internal tools, validating each field against the source document.
Procurement & Supplier Onboarding
Coordinate supplier setup and onboarding through internal procurement systems; track intake requests from submission through supplier record activation.
Monitor onboarding and third-party assessment status, escalate blockers, and keep requesters informed of pipeline status.
Maintain accurate supplier reference data — name, entity, status, supplier ID — and verify consistency across procurement systems and Client.
Support contract, PO, and non-PO documentation requirements, maintaining a complete and audit-ready file trail.
Payout Operations
Prepare and submit payout requests with complete, correctly formatted supporting detail, including invoice descriptions, amounts, currency, dates, coding, and required attachments.
Perform pre-submission validation to confirm payout amounts fall within contract caps and approved amounts, accounting codes match the parent budget, and the entity matches the contract.
Track payouts end-to-end from request through approval to payment, maintaining a single source of truth for status and aging.
Diagnose and resolve rejections and exceptions at root cause, resubmit, and document recurring patterns for prevention.
Reconcile paid amounts against approved and contracted amounts, escalating variances with supporting detail.
Partner with Revenue Accounting, Deal Operations, and Finance on documentation requests and month- and quarter-end close support.
Reporting, QA & Tooling
Maintain recurring trackers, dashboards, and status reports on a fixed cadence; refresh inputs, reconcile against source systems, and flag variances.
Produce payout and budget utilization reporting — committed vs. approved vs. paid vs. remaining — at partner, program, and portfolio level.
Run structured completeness checks against defined criteria before records advance a stage; produce exception lists identifying gaps and owners.
Reconcile entity data across Client, contract records, procurement and supplier systems, finance systems, and trackers.
Manage lists, picklists, templates, access requests, intake forms, and queue configuration in internal tools, and document their operation.
Own open-item logs and follow up with stakeholders on outstanding inputs.
Maintain current, step-by-step SOPs for all recurring processes as tooling evolves.
Minimum Qualifications
1–3 years of experience in operations, sales/revenue operations, contract administration, procurement, AP/AR support, data entry/QA, or a related field.
Demonstrated hands-on Client experience; able to navigate objects, list views, reports, and bulk edits independently and explain how records relate.
Exposure to transactional finance or procurement workflows (invoices, payments, POs, supplier setup, approval routing). Formal accounting background not required.
Strong spreadsheet skills, including lookups, pivot tables, conditional logic, data cleanup, and basic reconciliation.
Demonstrated track record of accuracy in high-volume, detail-oriented work.
Clear, concise written communication; able to flag an issue succinctly with the relevant facts attached.
Ability to follow documented processes precisely and identify when a process itself is broken.
Preferred Qualifications
Comfort operating in ambiguity across multiple systems that do not perfectly reconcile.
Demonstrated discretion handling confidential partner, contract, and financial information.
Sales Operations Analyst I · eTeam Inc.