About the Client Our client is a fast-growing voice AI company that builds an AI-powered phone-answering solution purpose-built for the restaurant industry, helping hospitality groups capture every reservation and guest inquiry around the clock. Their platform integrates with leading reservation and CRM systems and is trusted by well-known multi-location restaurant groups across the U.S. As a recognized innovator in the dining-tech space, they're scaling their sales and revenue operations to match their rapid growth.
Why does this role exist? As the sales team grows, so does the complexity of accurately compensating them — and the client needs someone who can own that process end-to-end with precision and integrity. This role exists to ensure every commission statement is accurate, well-documented, and defensible, protecting trust between Sales, Finance, and RevOps while reducing the manual back-and-forth that comes with disputes and errors. The ideal hire is someone who treats every number like it matters (because it does), and who wants to grow their career in finance/revenue operations by building repeatable, auditable processes from the ground up.
The Impact you’ll make
Commission Data Reconciliation
Pull and reconcile transactional booking data from HubSpot
Cross-check booking records against source data to ensure accuracy
Flag and resolve data discrepancies before they reach payout
Commission Statement Preparation & Auditing
Prepare accurate, timely commission statements for the sales team
Audit commission calculations against plan rules prior to payout
Identify and correct errors or edge cases before statements are finalized
Dispute Resolution & Communication
Investigate commission inquiries and disputes raised by sales reps
Provide clear, well-documented explanations of how figures were calculated
Act as a trusted point of contact for commission-related questions
Documentation & Process Improvement
Document commission edge cases and maintain up-to-date SOPs
Build and maintain reconciliation trackers in Google Sheets
Recommend and help implement process improvements for efficiency and accuracy
Cross-Functional Collaboration
Partner with Finance, RevOps, and Sales to align on commission logic and timing
Utilize AI tools to improve efficiency and validate work
Support ad hoc reporting and analysis requests as needed
Skills, Knowledge and Expertise
Required:
1–3 years of experience in accounting, finance operations, revenue operations, commission statements, or a similar analytical role
Strong proficiency in Google Sheets and Excel (formulas, pivot tables, reconciliation workflows)
Hands-on experience with HubSpot or similar CRM reporting tools
Excellent written and verbal English communication skills
Demonstrated attention to detail with an auditing mindset
Your superpowers are...
Technical Skills
Advanced Google Sheets/Excel skills (VLOOKUP/XLOOKUP, pivot tables, conditional formatting, data validation)
CRM data reporting and reconciliation (HubSpot)
Familiarity with sales commission calculation logic
Comfort working with AI tools to speed up and validate work
Bonus: exposure to Coefficient, QuickBooks, or similar reporting/accounting tools
Soft Skills
An "auditing mindset" — you instinctively double-check numbers and spot what doesn't add up
Clear, patient communicator who can explain calculations to non-finance stakeholders
Highly organized, with strong documentation habits
Comfortable working independently while staying closely aligned with multiple teams
Curious and eager to learn, especially around evolving commission structures and tools
WFH Set-Up:
Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
Internet speed of at least 40MBPS
Headset with an extended mic that has noise cancellation and a webcam
Back-up computer and internet connection
Quiet, dedicated workspace at home
You should apply if...
You get genuine satisfaction from reconciling a spreadsheet down to the last cent, and you don't consider a task done until the numbers tie out.
You're the kind of person who documents your work not because someone told you to, but because you know future-you (and your teammates) will thank you for it.
Disputes and discrepancies don't rattle you — you see them as puzzles to solve methodically and communicate clearly.
You're eager to grow within finance/revenue operations, comfortable using AI tools as part of your everyday workflow, and you take ownership of accuracy and process even when no one's checking your work.
What to expect...
Work Setup:
Remote position
Must have a reliable internet connection and a quiet workspace
Required to provide own computer with Intel Core i5 or something similar or higher operating system
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