Commission Success Specialist
T
TelarusCommission finance
Location: Remote; Source API remote eligibility restrictions: United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- At least three years of commission reconciliation or related finance experience.
- Required Skills
- SalesforceMicrosoft ExcelMicrosoft OfficeFinancial analysisCustomer support
Requirements
- At least three years of commission reconciliation or related finance experience.
- Experience supporting sales professionals or customers and resolving complex concerns.
- Demonstrated record of excellent customer service and professional judgment.
- Strong analytical, investigation, reconciliation, and problem-solving skills.
- Strong organization, accuracy, attention to detail, and time management.
- Ability to work independently in a growing, fast-paced, and sometimes stressful environment while meeting defined service levels.
- Intermediate or better Microsoft Excel skills.
- Proficiency with Microsoft Office or related productivity tools.
- Excellent verbal, written, interpersonal, listening, and de-escalation communication skills.
- Ethical and honest approach, consistent manager communication, and regular, predictable attendance.
- Preferred: Experience resolving high-pressure customer situations.
- Preferred: Technology services, telecom, channel, supplier, or brokerage industry knowledge.
- Preferred: Experience using Salesforce or a comparable customer relationship management system.
Responsibilities
- Serve as a primary point of contact for Technology Advisors with commission inquiries and provide timely, clear, proactive communication.
- Manage bulk case submissions and hold scheduled calls to address complex challenges and training needs.
- Reconcile and validate commission payments using supplier statements, invoices, contractual commission structures, and other available data.
- Use Excel, Outlook, Salesforce, AI-enabled tools, and other systems to obtain and analyze information needed to resolve commission issues.
- Identify discrepancies, document findings, explain resolutions to advisors, and update Telarus systems accurately.
- Accept and manage inbound commission cases, including cases transferred from the Commission Inquiry team.
- Own complex, urgent, aging, or high-impact commission disputes through resolution and work to de-escalate advisor concerns.
- Coordinate with suppliers, Finance, Development, Commission Operations, leadership, and other stakeholders to obtain records and resolve cases.
- Establish owners and next steps, manage expectations, and track case age, timelines, service levels, and documentation.
- Identify recurring issues and recommend process, system, or communication improvements.
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