This role reports to the Director, Sales Operations.
WHERE YOU CAN MAKE AN IMPACT
Accountable for lead routing and assignment processes across Originations and Renewals, including designing, maintaining, and optimizing routing logic and assignment rules to ensure timely, accurate, and equitable lead distribution. Monitor speed-to-lead, distribution balance, and conversion performance, and resolve routing issues that may impact revenue.
Manage sales commission administration, including calculating, validating, and finalizing monthly commission payouts in accordance with approved compensation plans. Partner with Finance, Accounting, and Payroll to ensure accurate and timely processing, investigate commission discrepancies, and resolve disputes while maintaining appropriate documentation and audit controls.
Oversee sales and revenue reconciliation processes by validating closed and funded transactions, revenue data, and partner information against Salesforce and Finance records. Identify and resolve discrepancies, document adjustments, and ensure the integrity of reported sales results and related compensation calculations.
Manage sales performance reporting and analytics, including developing and maintaining individual and team KPIs, dashboards, and reporting tools. Analyze attainment, activity, conversion, and quality metrics to provide actionable insights that inform sales coaching, performance management, and capacity planning.
Lead and develop a team of Sales Operations Analysts by establishing priorities, assigning and reviewing work, providing ongoing coaching and performance feedback, conducting regular one-on-one meetings, and supporting employee development. Ensure accurate and timely delivery of operational support and provide hands-on coverage when necessary.
Administer and optimize the sales technology stack, including Salesforce configuration, user access, permissions, fields, workflows, system changes, and data integrity. Coordinate with vendors and internal stakeholders to resolve technical issues, maintain operational continuity, and recommend improvements that support business scalability.
Drive continuous process improvement by identifying inefficiencies, operational risks, and opportunities to strengthen workflows across lead routing, commission administration, reconciliation, and reporting. Develop and maintain standard operating procedures, documentation, and internal controls to improve consistency, accuracy, and efficiency.
Partner cross-functionally with Sales, Finance, Accounting, Payroll, HR, Product, Engineering, and partner-facing teams to support operational initiatives, system enhancements, and business changes. Communicate risks, provide recommendations, and facilitate alignment on priorities and solutions.
Physical and Mental Requirements
Ability to work for prolonged periods using a computer and other company-provided electronic equipment.
Ability to analyze complex information, maintain attention to detail, and exercise independent judgment when resolving operational issues.
Ability to manage competing priorities, meet time-sensitive deadlines, and respond to business-critical issues.
Ability to communicate verbally and in writing with sales representatives, business leaders, and cross-functional stakeholders, including delivering presentations and facilitating training as needed.
No specialized manual labor or physical lifting requirements.
YOUR EXPERIENCE
Bachelor's degree in Business, Finance, Economics, Engineering, Computer Science, or a related field.
4+ years of experience in Sales Operations, Revenue Operations, or Business Operations supporting a sales organization, including at least 1 year of people leadership or functional ownership experience.
Hands-on experience administering Salesforce in a sales environment, including lead assignment rules, objects, fields, flows, reporting, and dashboards.
Experience managing or administering sales commission calculations, payout processes, and compensation reconciliation in partnership with Finance, Accounting, or Payroll.
Demonstrated experience reconciling sales, revenue, or partner data across multiple systems while maintaining accuracy and appropriate controls.
Advanced proficiency in Excel or Google Sheets, including data analysis, reporting, and financial or operational reconciliation.
Experience developing and maintaining sales performance metrics, dashboards, and reporting that support business decision-making.
Demonstrated ability to prioritize work, provide coaching and feedback, and support the professional development of team members.
Strong problem-solving and analytical skills, with the ability to identify root causes, evaluate alternatives, and recommend practical solutions.
Ability to build collaborative relationships with business partners, communicate complex operational information clearly, and influence decisions through data and sound judgment.
Demonstrated ownership and accountability, with strong attention to detail and the ability to manage confidential compensation, financial, and employee performance information with discretion.
Ability to adapt to changing priorities and meet deadlines in a fast-paced, high-volume sales environment.
Preferred Qualifications
Salesforce Administrator or Advanced Administrator certification.
Experience with Sweep, RingDNA (Revenue.io http://Revenue.io), LeanData, Outreach, Salesloft, Five9, or comparable sales routing and engagement platforms.
Experience with sales commission management platforms and supporting compensation plan design or administration.
Proficiency in SQL or business intelligence tools such as Tableau, Looker, or Mode.
Experience supporting financial services, lending, or other regulated sales environments.
Experience working in high-volume, inside-sales organizations.
Experience supporting both new-business Originations and Renewals sales processes.
WHERE
Work at least 40 hours per week based out of a NerdWallet office in Phoenix, Arizona, or New York, New York, following a hybrid schedule of four days in the office and one remote day per week to maintain visibility and accessibility to the Sales organization. The role operates in a standard, temperature-controlled office environment and requires regular use of company-provided electronic equipment and collaboration tools, including Google Docs, Zoom, Slack, and Salesforce.
Standard business hours are aligned with the Sales organization's operating schedule. Additional hours may be required during month-end or period-close activities to meet commission and reconciliation deadlines. The role also requires responsiveness during selling hours to address critical lead routing, dialer, or sales technology issues that may impact business operations.
WHAT WE OFFER
Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)
Industry-leading medical, dental, and vision health care plans for employees and their dependents
Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
Mental health support
Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)
Have Some Fun! (Nerds are fun, too)
Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities
Hackathons and team events across all teams and departments
Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction
Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match
Plan for your future (And when you retire on your island, remember the little people)
401K with 4% company match
Be the first to test and benefit from our new financial products and tools
Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
Disability and Life Insurance with employer-paid premiums
If you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.
NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.
NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:
E-Verify Participation Poster (English+Spanish/Español https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)
Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf
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