What are the responsibilities and job description for the Sales Support Analyst position at Pacific Premier Bank?
The Sales Support Analyst assists the Manager of Business Analytics in the administration and optimization of sales tracking system and intranet applications. The role makes critical decisions regarding paying out incentives (or denying the requests) that ultimately save the bank money and directly
impacts the profitability of the Bank. Ensures payments are processed correctly and databases are kept accurate and up to date. In addition, the Analyst provides guidance and support to internal clients in the use of the Bank’s sales tracking software.
Responsibilities
CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) (“Section 19”). In accordance with Section 19, the Company will consider an applicant’s criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing.
impacts the profitability of the Bank. Ensures payments are processed correctly and databases are kept accurate and up to date. In addition, the Analyst provides guidance and support to internal clients in the use of the Bank’s sales tracking software.
Responsibilities
- Reviews, interprets, and calculates incentives for sales staff on both loans and deposits on a daily basis.
- Analyzes incentive requests for compliance with the employee’s incentive plan.
- When required, based on independent analysis and in-depth research from multiple sources of information, makes approval/denial determinations and submits to senior management.
- Assists in driving the issue resolution process for responding to escalated issues and questions concerning incentive compensation calculations.
- Ensures all pending incentive submissions are reviewed and approved prior to preparing monthly commission and incentive reports.
- Prepares incentive payout summary report for Senior EVP review and approval and once approved, provides to payroll for processing.
- Key contact for sales staff who have questions on Salesforce procedures or incentive submissions.
- Provides one-on-one or group training for both Salesforce (Bank’s operating system for entire sales and growth effort) and incentive systems on an as needed basis.
- Routinely develop and conduct training sessions in person or via WebEx to provide refresher training on incentive plan expectations.
- As needed, create WebEx training videos and update user guides to assist employees with the incentive plan participation and/or administration.
- Assists manager with mass record transfer in the bank’s core processing system and CRM (Horizon & Salesforce) upon employee separation.
- Identify and develop insights on the effectiveness of the plans to provide. guidance and recommendations to Bank leadership for improvement in new plan year.
- Actively participate in discussions with Executive management on proposed design and implementation of incentive compensation plans for new plan year.
- Actively work with business unit heads to formulate submissions for proposals for plan changes, ensuring all proposed items are detailed in change request form.
- Independently model proposed changes from business unit to ensure intended costs align with what is proposed and make recommendations for adjustments as necessary.
- Participate in incentive governance committee approval meetings.
- Support the maintenance of documentation for all commission-related processes.
- Actively collaborate with legal department to ensure approved plan changes are accurately reflected in revised plan documents.
- Coordinate with Human resources upon finalization of documents to allow for timely circulation by HR department.
- Perform support activities needed for communication and administration of various incentive programs, plans, and policies.
- Responsible for reviewing and verifying data integrity reports on a daily basis.
- Independently reviews and consolidates duplicate customer account information to ensure accuracy of customer contact records within the Bank’s CRM system (Salesforce).
- Reviews queue of potential duplicate customers within the Bank’s core processing system (Horizon) and works with various record owners to ensure proper record consolidation.
- Consolidates monthly Continuously Managed Credit Memos report for senior management review and approval.
- Assists with assembly of weekly tickler and covenant upload file that is used by officers for the monitoring of the Bank’s loan portfolio.
- Monitors and makes officer code reassignments within Bank’s core processing system (Horizon).
- Reviews, assembles, and import files received from various 3rd party vendors and ensures timely payout in alignment with the employee’s incentive plan.
- Works on ad-hoc projects as needed and seek continuous process improvements and automation.
- Other duties as assigned.
- Minimum of 5 years’ experience in Sales, Sales Operations and/or an analytics role required.
- Proficient in Excel required.
- Prior experience working with many sales related tools including experience with Salesforce preferred.
CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) (“Section 19”). In accordance with Section 19, the Company will consider an applicant’s criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing.
Salary : $33 - $49
