This position is responsible for the tracking, reporting and administrative tasks associated with several sales operations' activities across the financial services division. The position will act as a key liaison between several internal partners including Finance, Accounting, and Credit in an effort to coordinate several key initiatives and functions. Through the use of Salesforce and additional tools, the position will also aim to increase automation and operational efficiency to drive revenue and enhance the customer experience.
KEY RESPONSIBILITIES:
- Calculates and processes financial services teams commission payments
- Compiles and disseminates weekly revenue reporting to management and finance teams
- Creates and disseminates commission statements to field sales teams
- Reconciles payments made to the financial services division, assisting the accounting and finance teams
- Tracks and reports progress towards key financial milestones with outside vendor partners
- Manages the process to update annual compensation agreements for financial services sales team
- Assist management in preparation for and output of weekly sales pipeline meetings
- Manages basic field sales engagement strategies, posting key updates to the field sales team via Salesforce.com
- Follows up with key vendor partners for payments, ensuring proper accounting in Salesforce.com
- Updates financial services records in Salesforce.com to maintain data integrity
- Manages the organization and distribution of the division's sales collateral and training material through Henry Schein's knowledge management system / site, The Source.
- Manages certain key regulatory processes for the division
- Participates in special projects and all other duties as requested by Manager and Directors.
- Performs other duties as required.
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At no time during the process will this individual offer legal or accounting advice. All documents prepared by the Senior Transition Coordinator shall bear the following Disclaimer:All parties agree and acknowledge by their signature on this Agreement that they have been advised that this and any agreement provided by Henry Schein Professional Practice Transitions ("HSPPT"), a division of Henry Schein Financial Services, Inc. ("HSFS)" has been provided for the convenience and reference of the parties and their respective legal counsel. The parties acknowledge and agree that Henry Schein, Inc., HSPPT, HSFS, its attorneys and agents, have not rendered accounting, financial, legal or tax advice in connection with this transaction. Before taking any action that may affect you or your business, you should consult a qualified professional advisor. The parties hold harmless HSPPT, HSFS, its attorneys and agents from any responsibility for negligence, contract liability, errors and/or omissions related to contract terms and provision and their effect on the parties, and all parties have been advised to have all Agreements reviewed by their own independent counsel for purposes of assessing the legality, enforceability, validity, intended effect, tax and any other consequences of this Agreement and it is furthermore the responsibility of each respective party's attorney to provide any additional modifications, corrections, advice, or additional provisions required to protect the interests of their respective party. Each party acknowledges that his/her decision not to obtain separate independent legal counsel constitutes a voluntary waiver of such right. The parties further agree and acknowledge that HSPPT has made no representations, express or implied, relating to this transaction, and that all information provided to HSPPT by the parties is true and accurate to the best of each party's knowledge.
SPECIFIC KNOWLEDGE & SKILLS:
- Strong analytical, communication, organizational and verbal skills.
- Strong attention to detail.
- Proficient in Outlook, PowerPoint, Word and Teams
- Ability to multi-task, work independently and as a part of a Team.
- Experience with SalesForce and building complex reports and dashboards
- Advanced Microsoft Excel Skills (pivot tables / models / macros) preferred
- Experience with PowerBI and Tableau preferable
- Some experience working within a team in a formal Project Management environment a plus
GENERAL SKILLS & COMPETENCIES:
- Basic understanding of industry practices
- General proficiency with tools, systems, and procedures
- Basic planning/organizational skills and techniques
- Good decision making, analysis and problem solving skills
- Good verbal and written communication skills
- Basic presentation and public speaking skills
- Basic interpersonal skills
- Developing professional credibility
MINIMUM WORK EXPERIENCE:
Typically 3 to 5 years of related professional experience.
PREFERRED EDUCATION:
Typically a Bachelor's Degree or global equivalent in related discipline.
TRAVEL / PHYSICAL DEMANDS:
Travel typically less than 10%. Office environment. No special physical demands required.
The posted range for this position is $57,550-$95,445, which is the expected starting base salary range for an employee who is new to the role to fully proficient in the role. Many factors go into determining employee pay within the posted range including prior experience, current skills, location/labor market, internal equity, etc.
This position is eligible for a bonus not reflected in the posted range.
Other benefits available include: Medical, Dental and Vision Coverage, 401K Plan with Company Match, PTO [or sick leave if applicable], Paid Parental Leave, Income Protection, Work Life Assistance Program, Flexible Spending Accounts, Educational Benefits, Worldwide Scholarship Program and Volunteer Opportunities.
Henry Schein, Inc. is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.
For more information about career opportunities at Henry Schein, please visit our website at: www.henryschein.com/careers