Divisional Sales Operations Analyst

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY

Responsible for supporting the accuracy and integrity of Salesforce opportunity data and its alignment with Finance processes. Key responsibilities include reviewing and validating opportunity data, identifying and resolving discrepancies, partnering with Sales and Finance stakeholders, supporting revenue reporting and recognition processes, and driving data quality and process improvements.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Perform regular reviews and audits of Salesfoce data opportunities to identify incomplete, inaccurate, inconsistent, or potentially erroneous information, including opportunity stage, effective date, revenue amount, booking structure, and other key financial and operational fields.

Research and investigate opportunity discrepancies, work directly with Sales and other business users to determine the appropriate resolution, and follow up to ensure required corrections are completed timely.

Partner with Finance, Sales, Operations, and other stakeholders to resolve opportunity-related issues and ensure Salesforce data appropriately supports revenue reporting, revenue recognition, and other downstream financial processes.

Support month-end and quarter-end processes by reviewing opportunity information for completeness and accuracy and helping resolve discrepancies that could impact financial reporting or the timing and accuracy of revenue recognition.

Escalate potential revenue recognition, accounting, or system-related issues to the appropriate Finance, Accounting, Salesforce, or IT teams for review and resolution.

Develop and maintain reports and dashboards to monitor opportunity accuracy, exceptions, outstanding items, and recurring data-quality issues.

Monitor recurring errors and trends, recommend process improvements, and help establish controls and procedures that improve Salesforce data quality and reduce recurring issues.

Serve as a business-facing Salesforce resource within Finance by communicating required corrections, providing guidance on opportunity management and data-entry practices, and helping users understand how Salesforce data impacts downstream Finance processes.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree in Finance, Accounting, Business Administration, Information Systems, or related field

Three (3) or more years experience in Sales Operations, Finance Operations, Revenue Operations, Business Operations, or a related role

Experience working within a Finance, Accounting, Sales Operations, or Revenue Operations organization.

SKILLS

Hands-on experience working with Salesforce including creating or working with Salesforce reports and dashboards

Knowledge of reconciling Salesforce information against contracts, orders, or financial systems

Knowledge of revenue recognition, financial reporting, billing, or month-end/quarter-end close processes

Strong understanding of Salesforce opportunities and the sales opportunity lifecycle

Strong experience reviewing, auditing, or maintaining business data for accuracy and completeness

Strong analytical and problem-solving skills with excellent attention to detail

Strong communication and interpersonal skills, with the ability to work effectively with Sales and Finance stakeholders

Strong comfortability working with reports, dashboards, spreadsheets, and large datasets

Proficiency with Microsoft Excel or similar spreadsheet tools

Ability to investigate discrepancies and work across teams to drive issues through resolution

Ability to manage multiple issues and follow-ups while meeting Finance deadlines

#LI-REMOTE

#LI-RF1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits