Sales Operations Specialist

Sales Operations Specialist

Allied Solutions is looking for a highly organized, detail-oriented Sales Operations Specialist to support the systems, processes, reporting, and coordination that help our Sales and Service organization run effectively. In this role, you'll support commission and incentive administration, sales operations reporting and analytics, workflow and project coordination, documentation, and cross-functional communication. You'll work closely with Sales Operations leadership, Sales and Service leaders, and internal business partners to help ensure requests are managed, reporting is accurate, processes are clear, deadlines are met, and sales teams have the information and support they need. This is a great opportunity for someone who enjoys solving problems, working with data, improving processes, coordinating moving pieces, and supporting a fast-moving sales organization.

What You'll Do

• Support Commission & Incentive Administration
• Research and respond to commission and incentive-related questions from Sales and Service representatives.
• Support commission worksheet submissions by reviewing requests, validating data, confirming required information, and helping ensure submissions are complete, accurate, and timely.
• Audit commissions and incentive-related activity to ensure alignment with established policies, schedules, program guidelines, and contractual commitments.
• Support accurate commission and incentive program reporting, audit results, tracking files, summaries, and related updates.
• Coordinate follow-up and problem resolution to support timely, accurate responses to Sales and Service representatives.
• Maintain organized tracking of commission and incentive-related requests, issues, approvals, commitments, exceptions, program details, and resolution status.

• Support Sales Operations Reporting & Analytics
• Collect, validate, interpret, and organize Sales Operations data into clear reports, summaries, dashboards, and leadership updates.
• Support recurring and ad hoc reporting requests from Sales, Service, Sales Operations, and executive leadership.
• Support the creation, maintenance, and enhancement of Sales and Service Power BI dashboards and related reporting tools.
• Analyze data, identify trends or discrepancies, research questions, and summarize findings to support decision-making and operational visibility.
• Maintain reporting documentation, data definitions, recurring reporting calendars, and process notes to support consistency, accuracy, and continuity.

• Coordinate Workflows, Projects & Audits
• Coordinate Sales Operations workflows, project activities, timelines, action items, stakeholder follow-up, and status updates to help ensure deadlines are met.
• Manage or support operational intake by helping route, track, prioritize, and follow up on requests through resolution.
• Support calendar and process management for recurring Sales Operations activities, reporting cycles, meetings, deadlines, and operational routines.
• Coordinate the annual licensing audit, including data collection, documentation, tracking, stakeholder follow-up, issue resolution, and completion support.
• Provide budget coordination support by tracking budget-related requests, timelines, inputs, documentation, approvals, reporting needs, and follow-up items in partnership with Sales Operations leadership and internal business partners.

• Provide Sales Operations Support & Documentation
• Review, test, update, and maintain documentation related to Sales Operations processes, policies, procedures, workflows, training materials, and team resources.
• Support communication coordination for Sales Operations updates, process changes, reminders, reporting timelines, and cross-functional initiatives.
• Support training efforts related to Sales Operations systems, tools, processes, workflows, and reporting resources.
• Assist leadership with case-specific or situation-specific Sales Operations needs, including research, documentation, process support, and stakeholder coordination.
• Collaborate with team members and internal business partners to support continuous improvement, process clarity, and consistent service to Sales and Service teams.

What We're Looking For

• Bachelor's degree in business administration, accounting, finance, economics, data science, operations, or a related field.
• 12 years of experience in reporting, analytics, sales administration, sales operations, operations coordination, business support, finance support, or a related administrative/analytical role.
• Advanced Microsoft Excel skills.
• Strong reporting, analytical, and data validation skills.
• Strong attention to detail and ability to work accurately with data, documentation, requests, and recurring processes.
• Strong verbal and written communication skills.
• Excellent organizational skills, with the ability to manage multiple priorities, deadlines, action items, and follow-up items.
• Ability to research questions, identify discrepancies, document findings, and coordinate timely resolution.
• Experience coordinating workflows, projects, documentation, recurring processes, operational calendars, or cross-functional follow-up.
• Ability to use discretion when working with sensitive, confidential, compensation-related, employee, or business information.
• Comfort working cross-functionally with Sales Operations leadership, Sales and Service leaders, and internal business partners.

Preferred Experience

• Experience in sales administration, sales operations, incentive administration, commission administration, finance support, or a sales support environment.
• Experience supporting commission, incentive, bonus, compensation, or similar payment-related processes.
• Experience creating, maintaining, or supporting operational reports, dashboards, scorecards, or executive summaries.
• Experience or training with Power BI, CRM systems, commission systems, SQL databases, or other reporting/analytical tools.
• Experience supporting budget coordination, budget tracking, financial reporting inputs, or department-level planning processes.
• Experience supporting audits, licensing reviews, compliance tracking, or recurring documentation reviews.
• Experience with financial institutions, insurance products, or related business environments.

Why This Role May Be a Great Fit

You may enjoy this role if you:

• Likes bringing structure and clarity to moving pieces.
• Enjoys working with both people and data.
• Is comfortable managing details, deadlines, documentation, and follow-up.
• Enjoys researching questions, identifying discrepancies, and helping resolve issues.
• Wants exposure to Sales Operations, reporting, commissions, incentives, workflow coordination, audits, budget coordination, and process improvement.
• Takes pride in being a reliable partner to leaders, peers, internal business partners, and client-facing teams.

Why Join Allied Solutions

• Opportunity to join a growing Sales Operations team with room for future growth.
• Exposure to Sales Operations leadership, Sales & Service leadership, executive stakeholders, and cross-functional initiatives.
• Opportunity to help support and improve new technology tools, reporting processes, workflows, documentation, and operational support practices.
• Collaborative and supportive team culture focused on service, innovation, and professional growth.
• Best-of-all-worlds environment: the stability of Securian Financial Group as our parent company, the opportunity of a growing mid-sized company with Allied Solutions, and the connection of a smaller St. Paul office team.