San Jose, California, United States
Experienced Leader in Sales Compensation operated in Finance, Accounting, RevOps, and HR departments. Certified expert in Xactly, CaptivateIQ, SPIFF, Everstage, and Excel
•Compensation Strategy: At the direction of leadership, implement a comprehensive global sales compensation strategy aligned with the company’s business objectives. •Commission Processing: Successfully implemented SPIFF commission tool with more than 10+ different plans. Accurately process and manage sales commissions in SPIFF, ensuring timely and precise payments. •Performance Analysis: Monitor and analyze the effectiveness of compensation plans and programs, providing insights and recommendations for continuous improvement. •Compliance: Ensure all compensation practices comply with legal standards and industry best practices. •Collaboration: Work closely with sales leadership, finance, HR, and other key stakeholders to align compensation strategies with business objectives. •Successfully Implemented Everstage as a replacement of SPIFF for our commission processing tool.
• Own all global sales compensation and customer experience bonus payout calculation in both CaptivateIQ and Google spreadsheet, ensuring accuracy, alignment with business goals, and policies. • Guide Incentive plan design by providing insights into industry best practices to motivate sales and customer experience representatives, modeling plan cost and forecast, and securing alignment with cross functional leaders. • Serve as the main point of contact subject matter expert and address questions from the sales, customer experience, and management regarding their incentive compensation plans. • Collaborate with various stakeholder, including finance, sales ops, HR, and leadership, to gather input, address concerns, and align the incentive plans with overall business strategies. • Develop and establish monthly reporting KPI’s such as payouts and performance. • Manage day to day ad-hoc analysis, operational cadences, SPM tool maintenance, and exception reporting.
• Manage all commission calculation according to plans including draws, MBO's, and SPIFFS in both Excel and Xactly. • Present on a monthly basis to C-Level executives variable compensation results and trends. • Automated 606 commission process from Excel to Xactly CEA on a monthly basis. • Revamped commission calculation and streamlined the process which significantly reduced errors and improved the timeliness. • Successfully implemented and launched Xactly with limited resource on the team. • Successfully implemented 25 new plans in Xactly after the system went live • Distributed 100% of sales comp plans, policies, and letters within Xactly on a timely manner. • Created different commission statements formats that is geared towards each plan in Xactly. • Identified potential issues with current manual process and proactively improved it one at a time with automation. • Address rep/managers inquiries regarding commissions and Xactly • Train new sales hires with Xactly in the new on-boarding orientation. • Partnered-up with Sales Ops, HR, Sales, and Systems closely to ensure data inputs/adjustments are accurately processed and accounted for. • Support Ad hoc projects and Report request as needed. • Worked with internal and external auditors ensuring full SOX compliance.
• Calculate monthly commission accrual for domestic and international sales organization • Prepare monthly and quarterly commission statements for manual plans • Validate sales data in SFDC and Xactly to ensure commissions are calculated accurately. • Validate Invoices/Payments in Netsuite. • Validate Sales Personnel information in Workday. • Responsible for monthly commission related documentation in Box. • Implemented UAT and assisted in the FRD creation for FY17, FY18, FY19 plans in Xactly including Delta process. • Administer credit/commission adjustments in Xactly as well as Held commission releases. • Review and prepare payments file for payroll submission. • Point of contact for any inquiries regarding commission calculation in Xactly. • Created new rules and formulas in Xactly according to business plans. • Created analytics reports for credit/commission reporting. • Collaborate with Sales leaders, Sales Ops, Finance, HR, and IT on commission related matters. • Provide support to inquiries from external auditors
•Administering and calculating monthly commissions for the global sales team(US, EMEA, APAC, LATAM) focusing on accuracy, completeness, and consistency as defined in the commission plans •Assisting in the implementation process and acting as the subject matter expert related to the deployment of a new sales compensation application(Xactly) •Collaborating with Finance, Sales Operations, Legal, and HR teams to ensure sales compensation plans are administered effectively and in accordance with our policies. •Issuing compensation plan documents to employees each plan period with accuracy and punctuality. •Responding to commission related inquiries in a timely manner. •Assisting with monthly, quarterly, and annual financial close process relating to commissions. •Creating quarterly commission statements for the global sales team. •Assisting Finance and Accounting teams with Purchase Orders and Vendor creation on Netsuite.