Senior Consultant

Senior Consultant

We are seeking an experienced Xactly Consultant with a strong focus on Xactly Incent and Xactly Analytics to join our team. The successful candidate will lead the implementation, configuration, and optimization of Xactly solutions, providing clients with cutting-edge tools to manage their incentive compensation programs and gain data-driven insights. This role requires deep technical expertise in Xactly's Incentive Compensation and Analytics platforms, alongside a solid understanding of Sales Performance Management (SPM) frameworks.

Desired Skills and Experience

Xactly Incent Implementation & Configuration:

• Lead the end-to-end configuration and implementation of Xactly Incent, including designing compensation plans, setting up quotas, crediting rules, and calculating commission payouts.
• Customize Compensation Rules to reflect complex commission structures, such as tiered payouts, accelerators, draws, and recoveries, based on client-specific business requirements.
• Configure and manage participant hierarchies, team structures, and territory assignments, ensuring accurate compensation tracking.
• Create and maintain calculation formulas, including base pay, bonuses, and multi-variable commissions, using Xactly's Calculation Engine.
• Handle the credit assignment process, including splitting credits between multiple participants or roles and ensuring accurate credit allocation to sales activities.
• Configure and manage Plan Documents and Participant Statements, ensuring transparency and clarity in commission reporting.
• Perform data loading and integration of various input sources (e.g., CRM data from Salesforce, ERP systems, or manual files) using Xactly's Connect integration tool.
• Conduct User Acceptance Testing (UAT) to validate the functionality of the system and ensure the accuracy of calculations.
• Set up and manage dispute workflows, providing users with mechanisms to contest commissions and ensuring proper audit trails.

Xactly Analytics and Reporting:

• Develop and configure Xactly Analytics dashboards and custom reports to provide clients with real-time visibility into performance metrics, incentive payouts, and sales effectiveness.
• Build advanced reporting frameworks to track critical metrics, such as quota attainment, sales by product, compensation by territory, and team performance.
• Utilize Xactly Analytics' data visualization tools to design and present intuitive charts and graphs that highlight key insights for executives and sales leaders.
• Configure custom calculation logic for reporting purposes, including aggregate functions like year-over-year comparisons, trend analysis, and commission forecasting.
• Implement role-based security in Xactly Analytics to ensure proper data access controls, enabling different levels of visibility for stakeholders (e.g., sales reps, managers, and executives).

Qualifications

• 4+ years of experience in a software development or systems analyst role
• Must be comfortable with emerging technologies, learning new software, understanding a data model and an object model, writing SQL queries, and writing design specifications
• Excellent written and verbal communication skills
• 3-5 years of experience implementing Xactly Incent and Xactly Analytics.

Technical & Business Requirements

• Knowledge of software development & implementation life cycles
• Experience with major relational databases (Oracle, SQL Server, etc.)
• Proficient in Xactly Incent configuration, including:
• Compensation Plan Design: Structuring and configuring incentive compensation plans, defining quotas, crediting rules, and payout methods.
• Participant Management: Setting up and managing user hierarchies, teams, roles, and permissions.
• Calculation Engine: Building custom formulas, handling complex calculation rules (e.g., weighted commissions, bonuses).
• Plan Document Automation: Configuring automated and customizable participant statements and documents.
• Quota Management: Configuring and managing quota-setting processes.
• Expertise in Xactly Analytics configuration and reporting:
• Advanced Data Modeling: Designing and configuring custom reports and dashboards.
• Complex Report Building: Developing performance dashboards that aggregate sales data and compensation metrics.

Knowledge of the following technologies is considered an asset:

• Microsoft SQL Server, Informatica, Xactly, Varicent
• Web technologies such as JavaScript, XML, CSS, and HTML
• BI Cognos reporting
• SQL Server Integration Services (SSIS)