Sales Ops Analyst I: Data, Payouts & Salesforce

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

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