Upstack Studio

Commission Experience Analyst

Upstack Studio

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $70,000 - $75,000 per year

Job Level

Mid-LevelSenior

Tech Stack

CloudIoTTableau

About the role

  • Validate and standardize incoming commission reports.
  • Import commission data into internal systems such as RPM and Salesforce.
  • Review and analyze commission data to ensure accuracy, identify variances, dropped accounts, and discrepancies.
  • Synthesize data from multiple sources to validate commission outcomes.
  • Navigate and negotiate challenging conversations around commission issues.
  • Manage disputes with suppliers and TSDs through to resolution.
  • Provide excellent customer service and conflict resolution to advisors, suppliers, and internal stakeholders.
  • Oversee and manage collection efforts.
  • Collaborate daily with suppliers to ensure timely receipt of commissions.
  • Build and maintain strong working relationships with Advisors, TSDs, and Suppliers.
  • Serve as a resource to answer commission-related inquiries and ensure a positive advisor experience.
  • Partner with internal teams across departments to leverage resources in support of advisor needs.
  • Share insights from commission data to support operational and business decisions.
  • Assist in creating and implementing new processes to drive efficiency and accuracy.
  • Identify opportunities to automate or streamline manual tasks.
  • Meet and exceed deadlines consistently.
  • Perform other assigned duties as needed.

Requirements

  • TSD Experience – Required; direct experience working with Technology Services Distributors (TSDs).
  • Telecom Industry Knowledge – Required; strong understanding of telecom services, suppliers, and commission structures.
  • Microsoft Office Proficiency – Strong proficiency required, particularly in Excel (e.g., formulas, pivot tables, data management).
  • Salesforce Experience – Preferred; experience managing data and workflows in Salesforce is a plus.
  • Tableau Experience – Preferred but not required.
  • Macro Experience – Preferred but not required.
  • Fast-Paced Environment Adaptability – Demonstrated success working in a high-growth, fast-moving technology organization.
  • Data Analysis Skills – Strong analytical abilities with high attention to detail.
  • Customer Service Orientation – Proven ability to support and communicate effectively with both Advisors and internal teams.
  • Process Automation – History of identifying and automating manual processes is a strong plus.
  • Self-Motivation & Independence – Highly self-driven, capable of managing tasks with minimal supervision and meeting tight deadlines.