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Tech Stack
Tools & technologiesERPTableau
About the role
Key responsibilities & impact- Collaborate closely with Sales, Finance, and Marketing teams to align sales strategies with financial goals
- Develop and maintain sales dashboards and reports to provide insights into sales performance, pipeline health, revenue trends, and capital deployment
- Partner closely with sales teams to resolve disputes related to commissions and open POs
- Act as primary finance contact for agent sales agreements and conversion opportunities
- Conduct financial analysis to identify opportunities for process improvements and cost optimization within sales
- Support the implementation and enhancement of sales tools and CRM systems, ensuring financial data accuracy and integrity
- Provide strategic recommendations based on financial data to support decision-making by sales leadership
- Lead cross-functional projects impacting sales finance processes and systems
- Ensure compliance with company policies and relevant financial regulations
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Business Administration, or related field
- MBA or relevant advanced degree preferred
- 10+ years of experience in sales operations, sales finance, or financial analysis in a fast-paced sales environment
- Previous experience in Orthopedics or MedTech highly preferred
- Strong analytical skills with proficiency in financial modeling, forecasting, and data analysis
- Expertise with CRM (e.g., Salesforce), ERP, and financial reporting tools (e.g., Excel, Tableau, Power BI)
- Excellent communication and collaboration skills to work across diverse teams
- Detail-oriented, organized, and able to manage multiple projects simultaneously
- Ability to influence and partner with senior leadership effectively
- Familiarity with sales compensation plan design and commission systems
- Strong business acumen with an understanding of sales processes and metrics
Benefits
Comp & perks- Medical Insurance
- Dental Insurance
- Vision Insurance
- Spending and Savings Accounts
- 401(k) Plan
- Vacation, Sick Leave, and Holidays
- Income Protection Plans
- Discounted Insurance Rates
- Legal Services
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisfinancial modelingforecastingdata analysissales operationssales financecost optimizationsales compensation plan designcommission systems
Soft Skills
analytical skillscommunication skillscollaboration skillsdetail-orientedorganizational skillsproject managementinfluencing skillspartnering with senior leadership
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in Business AdministrationMBA