• Create, maintain and monitor sales incentive plans in CaptivateIQ
• Provide monthly transparency to leadership on status of sales incentive to plan
• Look for and escalate anomalies within the sales incentive program
• Run quarterly incentive commissions
• Submit payroll files
• Provide quarterly summaries to leadership prior to payroll file for review and approval
• Participate in annual sales commission planning
• First line contact for sales team with sales incentive related questions
• Administer and track progress towards sales contests and sales incentive rainmaker program
• Participate in the quota setting process (maybe get quotas before end of Q1)
• Collaboration with Global Compensation team to institute process improvement and ensure systems stay in sync
• Partner with Global Compensation on role benchmarking and the evaluation of sales incentive trends on an on-going basis to develop new, and improve on existing, strategies to achieve impactful and results-driven sales compensation programs

• Sales Incentives (60%)
• Create, maintain and monitor sales incentive plans in CaptivateIQ
• Provide monthly transparency to leadership on status of sales incentive to plan
• Look for and escalate anomalies within the sales incentive program
• Run quarterly incentive commissions
• Submit payroll files
• Provide quarterly summaries to leadership prior to payroll file for review and approval
• Participate in annual sales commission planning
• First line contact for sales team with sales incentive related questions
• Administer and track progress towards sales contests and sales incentive rainmaker program
• Participate in the quota setting process (maybe get quotas before end of Q1)
• Collaboration with corporate compensation team Global Compensation to institute process improvement and ensure systems stay in sync
• Partner with Global Compensation on role benchmarking and the evaluation of sales incentive trends on an on-going basis to develop new, and improve on existing, strategies to achieve impactful and results-driven sales compensation programs

• Collect and organize, and analyze sales data from various sources.Make recommendations on data sources to enhance sales data warehouse
• Collaborate with and coach sales leaders to develop leading metrics for measuring the success of each sales team and salesperson
• Design and implement a sales performance management framework to assist managers in evaluating and coaching their teams
• Develop and maintain and generate regular reports and dashboards for individual salespeople, sales leadership, and executive leadership
• Collaborate with finance team on pipeline and trends to forecast future sales performance
• Launch and maintain a pipeline measurement framework that drives the forecasting methodology and helps Envestnet understand their pipeline goals in terms of creation, development, and quality
• Analyze sales territories to ensure equitable distribution of opportunities and optimize territory assignments.
• Conduct competitive analysis and assist strategy group with gathering and analyzing data to assess opportunities for differentiation
• Help identify inefficiencies or bottlenecks in the sales process
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
• As part of the responsibilities for this role, understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.

• Proficiency in revenue plan creation, maintenance, and monitoring.
• Strong analytical skills with the ability to collect, organize, and analyze data from various sources.
• Experience in designing and implementing sales performance frameworks and generating insightful reports and dashboards.
• Excellent communication skills, with the ability to liaise effectively with teams, leadership, and cross-functional stakeholders.
• Ability to analyze data to identify and resolve or make recommendations to resolve anomalies.
• Collaborative mindset with the ability to work cross-functionally, particularly with finance and corporate teams.
• Strong attention to detail and the ability to identify trends, patterns, and insights from sales data.
• Advanced Microsoft Office skills, specifically MS Excel modeling.
• Database experience a plus.

• Be a member of a leading financial services and products innovation company
• Competitive Compensation/Total Reward Packages that include:
• Health Benefits (Health/Dental/Vision)
• Paid Time Off (PTO) & Volunteer Time Off (VTO)
• 401K – Company Match
• Annual Bonus Incentives
• Parental Stipend
• Tuition Reimbursement
• Student Debt Program
• Charitable match
• Wellness Program
• Work on global projects with diverse, energetic, team members who respect each other and celebrate differences

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