EverHealth - Commissions & Sales Operations Specialist (Remote, US)

EverCommerce

3d • $70,000 - $85,000 • Remote

About The Position

The Commissions & Sales Operations Specialist sits within Sales Operations and manages Sales and CX incentive compensation programs, ensuring alignment with corporate revenue goals. The role works across Sales, CX, HR, Finance, and Accounting to map incentive plans accurately, support territory and headcount updates, process monthly and quarterly payouts, investigate disputes, and ensure adherence to the approved discount strategy. The position also submits monthly incentive-plan materials to Internal Audit and supports sales performance while maintaining operational accuracy, scalability, and compliance. Success requires strong attention to detail, Excel skills, cross-functional collaboration, and a continuous-improvement mindset.

The role owns the monthly commissions cycle, supports compensation strategy and systems, develops performance reporting, and helps ensure incentive plans and commission accruals are accurate and audit-ready. It also administers discount approvals and reconciliations, investigates revenue and billing discrepancies, and supports CRM, CPQ, billing, and other Sales Operations processes. This U.S.-based role may be performed remotely, in-office, or hybrid, and may require travel to the Denver corporate headquarters or other North American offices.

Requirements

• Bachelor’s degree.
• At least 2 years of experience in Sales Operations, Revenue Operations, FP&A, or Finance/Accounting with commissions exposure.
• Hands-on experience running a monthly commissions cycle using Salesforce, CaptivateIQ, Xactly, or a similar system.
• Strong Excel or Google Sheets proficiency, including XLOOKUPs, pivot tables, and data validation.
• Experience with CRM tools such as Salesforce and related processes.
• High attention to detail and comfort owning processes where errors have direct financial impact.
• Clear written and verbal communication skills, including the ability to explain dispute resolutions to sales representatives and variances to a CFO.
• Working knowledge of AI tools for operational tasks, including use of LLMs or AI-assisted tools to accelerate document review, summarize deal terms, or automate recurring operational steps.
• Must be eligible to work in the United States without sponsorship.

Nice To Haves

• Experience in a SaaS company.
• Familiarity with CPQ tools such as Salesforce CPQ or DealHub and with billing systems.
• Experience building or improving SOPs and process documentation.

Responsibilities

• Support the development of annual and quarterly incentive compensation strategies aligned with company revenue goals.
• Monitor incentive-plan effectiveness through performance analytics and recommend adjustments.
• Own the end-to-end monthly commissions cycle, including data pulls, validation, calculation, and payout-file delivery, while meeting Finance close deadlines.
• Ensure timely and accurate calculation and distribution of commissions and incentives, including monthly reports and calculators for employees and managers upon payment.
• Support implementation of compensation systems such as CaptivateIQ.
• Develop reports and dashboards tracking sales performance against compensation outcomes.
• Analyze plan effectiveness, cost of sales, pay-for-performance alignment, and return on investment of incentive programs.
• Serve as the first point of contact for commission disputes; maintain the Asana log, investigate and resolve disputes within the defined SLA, and present recommendations to the Sales Ops Manager for CRO approval.
• Maintain the commissions source of truth in CRM, Salesforce, or an equivalent system, and proactively flag data-integrity issues before close.
• Partner with Finance to ensure monthly commission accruals are accurate and audit-ready.
• Ensure compliance with legal, audit, and financial controls related to incentive compensation.
• Maintain documentation of compensation plans, policies, and procedures.
• Administer discount approvals by reviewing requests against the discount matrix, approving within authorized thresholds, and routing exceptions to the appropriate approver.
• Conduct monthly discount reconciliations by comparing approved discounts with invoiced discounts and preparing a variance summary for Finance and Sales leadership.
• Identify patterns in discount requests and share insights with the Sales Ops Manager and VP of RevOps to inform policy updates.
• Ensure discounts are accurately recorded in the CRM and billing system to prevent downstream revenue-recognition errors.
• Monitor sales-team performance using Salesforce dashboards and trend analysis.
• Investigate revenue gaps between closed-won opportunities and billed revenue.
• Serve as the first point of contact for customer- or Finance-raised billing discrepancies; investigate them against contract terms, quotes, and Salesforce records.
• Support system and tooling enhancements, including CPQ, billing, and CRM integrations, with RevOps and Sales teams.
• Track and manage commercial vendors, including reconciling utilization with purchase orders.
• Support other Sales Operations responsibilities.
• Complete monthly submissions to Internal Audit related to incentive plans.

Benefits

• Flexible work arrangements: in-office, remote, or hybrid within the country of employment.
• Continued investment in professional development.
• Day 1 access to a health and wellness benefits package, including an annual wellness stipend.
• 401(k) with up to a 4% match and immediate vesting.
• Flexible and generous FTO time off.
• Employee Stock Purchase Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level