Sales Operations Analyst I

OP; Austin (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Dental Insurance

Health insurance

Vision insurance

Job summary

OP in Austin, TX is seeking a Sales Operations Analyst I to manage day-to-day data inputs, reporting, and transactional execution for partner incentive programs. You will own Salesforce hygiene, vendor onboarding, payout tracking, and cross-system reconciliation.

Ideal candidates have 1–3 years in operations, strong spreadsheet skills, and demonstrated accuracy in high-volume work, with clear communication and process discipline.

Qualifications

• 1–3 years of experience in operations, sales/revenue operations, contract administration, or related field.
• Hands-on Salesforce experience; able to navigate objects, reports, and bulk edits.
• Exposure to transactional finance or procurement workflows; not required to have formal accounting.
• Strong spreadsheet skills with lookups, pivots, and data cleanup.
• Proven accuracy in high-volume, detail-oriented work.
• Clear, concise written communication and ability to follow processes.

Responsibilities

• Contracts & Records: maintain Salesforce records with full field completeness and run hygiene sweeps.
• Procurement & Supplier Onboarding: coordinate supplier setup and onboarding; track status and activations.
• Payout Operations: prepare and submit payout requests with complete supporting detail; track end-to-end.
• Reporting, QA & Tooling: maintain trackers and dashboards; reconcile data across systems; produce exception lists.
• Additional responsibilities: participate in team meetings, contribute to SOPs and knowledge base.

Skills

Salesforce expertise

Data entry & QA

Excel skills

Attention to detail

Communication

Tools

Salesforce

Internal tooling

Procurement systems

Job description

Behind every accurate report and on-time partner payment is someone who gets the details right. We re looking for a Sales Operations Analyst I to make that impact every day. This role owns the day-to-day data inputs, tracking, reporting, and transactional execution that keep the partner incentive and investment programs running: Salesforce record hygiene, contract intake into internal tooling, supplier onboarding coordination, payout request submission and tracking, recurring report maintenance, and cross-system completeness checks.

The work is high-volume, detail-intensive, and deadline-driven. A single mistyped field can hold up a partner payment, misstate a number in a leadership review, or fail a finance control. The ideal candidate finds genuine satisfaction in a clean, fully reconciled dataset, and in a payout that clears first-pass with no exceptions.

Responsibilities

• Contracts & Records
  • Create, update, and maintain Salesforce records (accounts, contracts, incentive requests, payout records) with full field completeness.
  • Run regular hygiene sweeps to identify blanks, stale values, duplicates, and mismatches.
  • Input executed contracts and associated data, entity, term dates, caps, approved amounts, GL account, cost center, project, purchasing category, supplier number, into Salesforce and adjacent internal tools, validating each field against the source document.
• Procurement & Supplier Onboarding
  • Coordinate supplier setup and onboarding through internal procurement systems; track intake requests from submission through supplier record activation.
  • Monitor onboarding and third-party assessment status, elevate blockers, and keep requesters informed of pipeline status.
  • Maintain accurate supplier reference data, name, entity, status, supplier ID, and verify consistency across procurement systems and Salesforce.
  • Support contract, PO, and non-PO documentation requirements, maintaining a complete and audit-ready file trail.
• Payout Operations
  • Prepare and submit payout requests with complete, correctly formatted supporting detail, including invoice descriptions, amounts, currency, dates, coding, and required attachments.
  • Perform pre-submission validation to confirm payout amounts fall within contract caps and approved amounts, accounting codes match the parent budget, and the entity matches the contract.
  • Track payouts end-to-end from request through approval to payment, maintaining a single source of truth for status and aging.
  • Diagnose and resolve rejections and exceptions at root cause, resubmit, and document recurring patterns for prevention.
  • Reconcile paid amounts against approved and contracted amounts, escalating variances with supporting detail.
  • Partner with Revenue Accounting, Deal Operations, and Finance on documentation requests and month- and quarter-end close support.
• Reporting, QA & Tooling
  • Maintain recurring trackers, dashboards, and status reports on a fixed cadence; refresh inputs, reconcile against source systems, and flag variances.
  • Produce payout and budget utilization reporting committed vs. approved vs. paid vs. remaining at partner, program, and portfolio level.
  • Run structured completeness checks against defined criteria before records advance a stage; produce exception lists identifying gaps and owners.
  • Reconcile entity data across Salesforce, contract records, procurement and supplier systems, finance systems, and trackers.
  • Manage lists, picklists, templates, access requests, intake forms, and queue configuration in internal tools, and document their operation.
  • Own open-item logs and follow up with stakeholders on outstanding inputs.
  • Maintain current, step-by-step SOPs for all recurring processes as tooling evolves.
    

Minimum Qualifications

• 1 3 years of experience in operations, sales/revenue operations, contract administration, procurement, AP/AR support, data entry/QA, or a related field.
• Demonstrated hands-on Salesforce experience; able to navigate objects, list views, reports, and bulk edits independently and explain how records relate.
• Exposure to transactional finance or procurement workflows (invoices, payments, POs, supplier setup, approval routing). Formal accounting background not required.
• Strong spreadsheet skills, including lookups, pivot tables, conditional logic, data cleanup, and basic reconciliation.
• Demonstrated track record of accuracy in high-volume, detail-oriented work.
• Clear, concise written communication; able to flag an issue succinctly with the relevant facts attached.
• Ability to follow documented processes precisely and identify when a process itself is broken.

Preferred Qualifications

• Comfort operating in ambiguity across multiple systems that do not perfectly reconcile.
• Demonstrated discretion in handling confidential partner, contract, and financial information.

Benefits

• 401(k).
• Dental Insurance.
• Health insurance.
• Vision insurance.
• We are an equal-opportunity employer and value diversity, equality, inclusion, and respect for people.
• The salary will be determined based on several factors, including, but not limited to, location, relevant education, qualifications, experience, technical skills, and business needs.

Additional Responsibilities

• Participate in OP monthly team meetings and participate in team-building efforts.
• Contribute to OP technical discussions, peer reviews, etc.
• Contribute content and collaborate via the OP-Wiki/Knowledge Base.
• Provide status reports to OP Account Management as requested.

About Us

At OP, we help you harness the power of technology for maximum impact. A technology consulting and solutions company, we offer advisory and managed services, innovative platforms, and staffing solutions across a wide range of fields including AI, cyber security, enterprise architecture, and beyond. For nearly two decades, we ve been challenging the status quo of the consulting industry, serving up fresh, ingenious thinking through a radically lean structure. Together, this strategy delivers unprecedented performance at an unparalleled pace for faster results that propel your business forward.