Incentive Operations Specialist
San Francisco, CA, 94110
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
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