Description

SUMMARY DESCRIPTION:

The Manager of Broker Commissions and Sales Operations is responsible for the end-to-end management of broker compensation processes and the optimization of sales operations. This role ensures accurate, timely commission payments, drives process improvements, and delivers actionable insights to support sales performance. The position partners closely with Finance, Sales, Compliance, Broker Support, Enrollment and external vendors to ensure transparency, efficiency, and alignment with business objectives.

Essential Functions

Broker Commissions Management

Oversee the calculation, validation, and payment of broker commissions across all products and markets
Maintain commission structures and rate tables in applicable systems
Ensure compliance with contractual agreements, regulatory requirements, and internal policies
Manage monthly and ad hoc commission cycles, including reconciliations and exception handling
Investigate and resolve commission disputes in a timely and professional manner
Develop and maintain audit-ready processes and documentation

Sales Operations

Support sales teams with reporting, analytics, and operational processes to drive performance
Develop and maintain sales performance dashboards and KPIs (e.g., production, retention, broker performance)
Identify and execute process improvements to enhance efficiency and scalability

Financial & Data Oversight

Partner with FP&A and Accounting to ensure accurate accruals, forecasting, and financial reporting related to commissions
Analyze commission expense trends and provide insights to leadership
Ensure data integrity across CRM, commission systems, and financial platforms
Build and maintain reporting models to support decision-making

Systems & Process Optimization

Serve as the primary business owner for commission and sales operations systems
Collaborate with IT and vendors to implement system enhancements or new tools
Lead automation initiatives to reduce manual effort and errors
Establish and enforce standard operating procedures (SOPs)

Cross-Functional Collaboration

Act as a liaison between Finance, Compliance, and internal Sales team
Support audits and regulatory inquiries related to commission payments
Provide training and guidance to internal teams on commission processes and tools

Requirements

Required

Bachelor’s degree in Finance, Business, Accounting, or related field
5–8+ years of experience in sales operations, commissions management, or financial operations
Strong understanding of commission structures, incentive compensation, and sales processes
Advanced Excel skills; experience with data analysis and reporting tools
Proven ability to manage complex data sets and reconcile financial transactions
Strong organizational skills with high attention to detail

Preferred

Experience in healthcare, insurance, financial services, or regulated industries
Familiarity with CRM systems (e.g., Salesforce, Dynamics 365) and commission platforms
Experience with SQL or business intelligence tools (e.g., Power BI, Tableau)
Knowledge of broker/agent compensation models
Prior people management or team leadership experience

Key Competencies

Analytical mindset with strong problem-solving capabilities
Process-oriented with a focus on accuracy and continuous improvement
Strong communication skills, including the ability to explain complex compensation structures clearly
Ability to manage competing priorities and meet tight deadlines

Success Metrics

Accuracy and timeliness of commission payments
Reduction in commission disputes and payment errors
Improved efficiency in commission processing cycles
Increased visibility into sales performance metrics
Successful implementation of system and process enhancements

Work Environment

Remote position with periodic travel to company meetings
Cross-functional, fast-paced environment with high visibility to leadership

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Manager, Broker Commissions & Sales Operations