Incentive Operations Specialist

Job Description

Job Description

Apply now: Incentive Operations Specialist, location is remote. The start date is ASAP for this 12-month contract position with potential to extend up to 24 months.

Job Title: Incentive Operations Specialist
Location-Type: Remote, any timezone
Start Date Is: ASAP
Duration: 12-month contract with potential to extend up to 24 months
Compensation Range: Up to $110.00/hr W2
Benefits: Eligible for Health, Dental, Vision, 401K
Must be authorized to work in the U.S. This position is not eligible for sponsorship .

Job Description:
The client is seeking an Incentive Operations Specialist to manage partner incentive operations, including submission triage, vendor onboarding, payout coordination, reconciliation, SOPs, and reporting.

Day-to-Day Responsibilities:

• Triage and process partner incentive submissions within SLA
• Manage deal registrations, co-investment funds, market development funds, and referral fees
• Follow up with partners on incomplete or unclear submissions
• Coordinate vendor onboarding and payout processing with Finance
• Ensure partner payouts are accurate and completed on time
• Maintain reconciliation trackers and source-of-truth documentation
• Apply incentive program rules to edge cases and escalate when needed
• Build and document SOPs, SLAs, and reporting for incentive workflows
• Track volume, cycle time, and process consistency
• Support AI-powered or automated workflows to improve operational efficiency

Minimum Requirements:

• Prior experience in an operations-focused role - finance operations, partner operations, channel operations, deal desk, incentive operations
• Demonstrated experience managing accurate operational workflows involving numbers, reconciliations, payments, payouts, approvals, or similar financial/transactional processes.
• Strong proficiency with spreadsheets, trackers, CRM systems, or operational reporting tools; must be comfortable maintaining clean, accurate data.
• Experience coordinating with internal teams such as Finance, Accounts Payable, Sales, Partnerships, or Operations to resolve issues and complete time-sensitive requests.
• Strong written and verbal communication skills, with the ability to follow up clearly, professionally, and persistently with partners and internal stakeholders.
• Ability to apply documented policies or program rules to real-world scenarios, identify exceptions, and escalate edge cases appropriately.
• Proven ability to work independently, manage ambiguity, prioritize a queue, and keep work moving without heavy oversight.
• Hands-on experience using AI tools, automation, or workflow technology to improve efficiency, accuracy, or processing volume.
• Professional experience in B2B SaaS, AI, big tech, or a high-growth technology environment.
• Strong proactive communication habits, including timely status updates, clear documentation, and concise escalation of blockers.

• Experience with partner incentive programs, including MDF, co-investment, referral fees, or deal registration
• Vendor onboarding or payment processing experience with Finance/AP teams
• Experience building SOPs, SLAs, or reporting from scratch
• Hands-on Salesforce experience
• Mix of large enterprise and startup/high-growth company experience
• Passion for AI and/or hands-on experience using Claude or similar AI tools