Commissions System Configuration & Reporting Analyst

SUMMARY
Responsible for working with technical and business unit members to understand the sales and commission process and then gather requirements, analyze, define, manage, configure and implement commission system and reporting requirements.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Commission System Analysis Functions: Analyze current operational procedures, identify problems, and identify and communicate system requirements, and implement appropriate configurations and/or changes. Act as a knowledgeable liaison between teams during the implementation phase, maintenance and general processing stages of the commission system.
Technical Configuration Functions: Utilize SQL, Excel, and web-based customization tools including Logical Expressions, queries, field mappings, and system functions to configure and maintain commission system. Configure and maintain formulas, expressions, and data mappings; create and update screens, dashboards, views, filters, and approval rules; configuration of users, groups, and security permissions; customization of objects, fields, record types, page layouts and validation rules. Ensure technology system and process standards are adhered to with regard to system updates.
Quality Assurance and Usability Testing: Test, Validate, and understands the impact of various configuration options and changes. Assist with resolving technical/system related inquiries. Develop solutions to increase efficiency, accuracy and accessibility of data.
Commission System Reporting and Records: Utilize Commission System and BI tools to create and maintain reports for internal and external distribution. Establish and follow consistent process for system documentation and training, communicating enhancements, and reporting system discrepancies.
Special Projects: Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.
Performs other duties as assigned by management.
These tasks do not meet the Americans with Disabilities Act definition of essential job functions and are usually less than 5% of time spent. However, these tasks still constitute important performance aspects of the job.

QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree in Information Systems or related field or experience with a minimum of two (2) years in the system support field
SQL Excel experience
Experience with Callidus/SaaS commission systems a plus
Experience with Groovy, Java, Python, Ruby or other Object Oriented languages a plus.
Strong verbal and written proficiencies of the English language
Bilingual (Spanish and English)

SKILLS
Working knowledge of insurance services, industries, and product lines.
Knowledge of the general industry procedures, practices and terminology including data processing system and application design methods, techniques and standards.
Knowledge of accounting and commission principles and procedures.
Working knowledge of SQL and Excel; as well as languages such as Groovy, Java, Python, Ruby and/or other Object Oriented languages.
Working knowledge of Agile project management methodology.
Working knowledge and skill with comparing large data sets, organizing data and summarizing findings.
Working knowledge and skill with requirements gathering, analysis, implementation and support.
Knowledge of general office forms, processes and procedures.
Knowledge of program and project management including outcomes, quality assurance, and satisfaction measurement and interpretation.
Knowledge of accounting and budgeting principles and procedures.
Skill in negotiating and problem solving to resolve internal and external conflicts.
Skill in the use of time management and organizational skills.
Skill in maintaining effective working relationships with all vendors, employees and the general public.
Proficient working knowledge of common computer systems and computer software programs used by SMS.
Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.
Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.
Ability to engage in effective interpersonal interaction, verbal communication and written communication.
Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.
Ability to read, write and communicate English effectively.
Ability to maintain all company policies, including all confidentiality and safety policies.
Ability to actively contribute to team effort.
Ability to work independently, exercise independent judgment, make and execute decisions.
Ability to demonstrate organizational leadership qualities and develop and foster trusting relationships.

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