Sales Operations Analyst I

EPITEC; Austin (TX); Hybrid; USD 83,000 - 88,000; Full time

Job summary

EPITEC in Austin, Texas, is seeking a Sales Operations Analyst I to support partner incentive programs and data operations on a hybrid schedule. You will manage Salesforce records, contract intake, supplier onboarding, payout processing, and cross-system validation in a high-volume environment.

The ideal candidate has 1–3 years in operations, hands-on Salesforce experience, strong spreadsheet skills, and a proven ability to maintain accuracy and compliance across multiple systems while driving

Qualifications

• 1–3 years in operations or related fields.
• Hands-on Salesforce experience.
• Experience with procurement, invoicing, supplier onboarding.
• Strong spreadsheet skills with lookups, pivots, reconciliation.
• Proven accuracy in high-volume work.
• Strong written and organizational skills.
• Ability to follow processes and improve them.

Responsibilities

• Create, update, and maintain Salesforce records and metadata.
• Perform data hygiene reviews for incomplete or duplicate records.
• Enter executed contracts and metadata into Salesforce and internal systems.
• Coordinate supplier onboarding through procurement systems.
• Track onboarding requests and monitor status.
• Maintain accurate supplier data across systems.
• Support contract, PO, and non-PO documentation while maintaining audit-ready records.
• Prepare and submit payout requests with supporting documentation.
• Validate contract amounts, approved budgets, coding, and attachments.
• Track payouts from request to payment and report status.
• Investigate payment exceptions and rejections.
• Reconcile paid, approved, and contracted amounts.
• Collaborate with Finance and Deal Operations for month- and quarter-end activities.
• Maintain recurring trackers, dashboards, and reports.
• Produce reporting on funds, commitments, and remaining balances.
• Maintain SOPs and intake forms.
• Track outstanding action items and follow up with stakeholders.

Skills

Detail orientation

Written communication

Organizational skills

Time management

Data accuracy

Tools

Salesforce

Excel

Procurement systems

Finance systems

Job description

Job Title: Sales Operations Analyst I

Schedule: Hybrid

Location: Austin, Texas

Employment Type: 12 month contract (possibility for extension)

Pay Rate: $60-64 per hour/W2

Summary

Responsible for the day-to-day data inputs, tracking, reporting, and transactional execution that support partner incentive and investment programs. This role manages Salesforce record maintenance, contract intake, supplier onboarding coordination, payout request processing, recurring reporting, and cross-system data validation. The ideal candidate is highly detail-oriented and thrives in a high-volume, deadline-driven environment where accuracy and process compliance are critical.

Responsibilities

Contract & Record Management

• Create, update, and maintain Salesforce records, including accounts, contracts, incentive requests, and payout records.
• Perform data hygiene reviews to identify incomplete, duplicate, outdated, or inaccurate records.
• Enter executed contracts and associated metadata into Salesforce and internal systems, ensuring accuracy against source documents.

Procurement & Supplier Onboarding

• Coordinate supplier onboarding activities through internal procurement systems.
• Track onboarding requests through activation and monitor assessment and approval status.
• Maintain accurate supplier data across procurement systems and Salesforce.
• Support contract, PO, and non-PO documentation requirements while maintaining audit-ready records.

Payout Operations

• Prepare and submit payout requests with complete and accurate supporting documentation.
• Validate contract amounts, approved budgets, coding, and required attachments before submission.
• Track payouts from request through payment and maintain status reporting.
• Investigate and resolve payment exceptions and rejections.
• Reconcile paid, approved, and contracted amounts and escape discrepancies.
• Partner with Finance, Revenue Accounting, and Deal Operations to support documentation requests and month- or quarter-end activities.

Reporting & Data Quality

• Maintain recurring trackers, dashboards, and status reports.
• Produce reporting on committed, approved, paid, and remaining program funds.
• Conduct completeness checks and identify data gaps or exceptions.
• Reconcile data across Salesforce, procurement systems, supplier records, finance systems, contracts, and trackers.
• Maintain SOPs, templates, intake forms, and supporting process documentation.
• Track outstanding action items and follow up with stakeholders to ensure completion.

Minimum Qualifications

• 1-3 years of experience in operations, sales operations, contract administration, procurement, AP/AR support, data entry, quality assurance, or a related field.
• Hands-on Salesforce experience, including record management, reporting, and bulk updates.
• Experience supporting procurement, invoicing, payments, supplier onboarding, or related transactional processes.
• Strong spreadsheet skills, including lookups, pivot tables, conditional logic, data cleanup, and reconciliation.
• Proven ability to maintain accuracy in high-volume, detail-oriented work.
• Strong written communication and organizational skills.
• Ability to follow documented processes and identify process improvement opportunities.

Preferred Qualifications

• Experience working across multiple systems and managing data discrepancies.
• Experience handling confidential financial, contractual, or partner information.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

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