Operations Analyst – Data & Revenue Operations

Specialty Program Group•Berkeley Heights, NJ

1d•Remote

About The Position

The Operations Analyst – Data & Revenue Operations is an entry-level position supporting SPG Ancillary’s data and revenue operations. The role handles operational work such as account lookups, content mapping updates, carrier reconciliation data entry, reference documentation, commission reconciliation, and production report support. This foundational role provides hands-on experience with SPG’s data architecture, carrier relationships, revenue operations, insurance operations, data governance, CRM administration, and business analytics support. As processes are refined, the analyst is expected to take ownership of running them. The position works with the operations and leadership teams to support data quality, financial and commission reconciliation, production reporting, forecasting, and month-end activities. It is 100% remote, working in the employee’s local time zone; access to a local office may be available upon request.

Requirements

Bachelor’s degree or higher.
Detail-oriented, with a strong commitment to data accuracy and completeness.
Proficiency in Microsoft Excel, including pivot tables and basic formulas.
Experience with databases or data tools.
Comfort with CRM systems or willingness to learn Salesforce quickly.
Comfort working with financial and commission data.
Strong organizational and time-management skills, with the ability to prioritize and meet deadlines.
Effective communication skills, including the ability to document findings clearly and present data to non-technical stakeholders.
Analytical mindset and curiosity about data and process improvement.
Self-starter who can work with minimal oversight and is comfortable with ambiguity and continuous change in a fast-paced, startup-style environment.
Ability to work 100% remotely and manage time independently.
Team-oriented mindset and willingness to support cross-functional initiatives.
Interest in growing toward analytics, revenue operations, data governance, or operations leadership.

Nice To Haves

One to two years of experience in operations, data entry, business analysis, finance, or a related role; preferred but not required.
Exposure to revenue reconciliation or accounting concepts.

Responsibilities

Look up account information and respond to account-specific questions.
Update content mapping templates for lines of coverage and carriers.
Maintain reference and workflow documentation, including carrier contract updates as products and processes evolve.
Support carrier reconciliation data entry and maintain data quality through QA and validation, including content in and outside Salesforce.
Cross-train to support QA testing and reporting for Salesforce configuration changes and process updates.
Support data alignment across multiple sources by managing file receipt, consolidation, cleanup, and follow-up coordination.
Document and escalate data concerns and progress blockers; update field mappings and rules to support data governance.
Take ownership of established operational processes as they are refined and share operational improvement opportunities with leadership.
Procure carrier commission statements, provide them to the cash application resource, and contact carriers about missing statements or discrepancies.
Log and reconcile monthly carrier commission revenue against carrier statements to support accurate, timely posting by carrier and client.
Pull premium and commission figures from carrier statements to support contingent commission calculations.
Maintain monthly accrual tracking as part of revenue close, including reserves, intercompany payments, and revenue share coordination.
Coordinate with the collections resource on commission variances and carrier follow-ups, and provide leadership with status updates.
Handle ad hoc data pulls for finance and flag matters requiring leadership judgment.
Audit monthly production reports for completeness and accuracy; flag missing carriers, late payments, transfers between P&Ls, and posting errors, and coordinate discrepancy resolution.
Help update production reports for producer compensation activity and maintain producer-assigned account lists with the team.
Support onboarding new carriers and clients into production reports, maintain consistent naming and data structures, obtain portal access, and coordinate appointment and ACH paperwork with another operations resource.
Maintain monthly revenue forecast models using guidance and methodology provided by leadership.
Flag one-time or non-recurring payments for leadership review and organize and document forecast assumptions.
Prepare month-end revenue summaries comparing actuals, budget, and forecast under manager review.
Calculate and flag budget-to-actual variances by line for manager review and help track key revenue metrics month over month.
Document data sources and calculation rationale for manual adjustments.
Conduct the first-pass audit and review of BenAdmin invoices before leadership approval.