Job description

EverCommerce (Nasdaq: EVCM) is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 745,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. With its EverPro, EverHealth, and EverWell brands specializing in Home, Health, and Wellness service industries, EverCommerce provides end-to-end business management software, embedded payment acceptance, marketing technology, and customer experience applications. Learn more at EverCommerce.com. We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: evercommerce.com EverHealth, a business within EverCommerce, provides modern end-to-end solutions for healthcare providers. Our open, connected ecosystem of solutions and services helps providers engage patients, increase revenue, improve business efficiency, and remain market competitive. We serve 72,000 healthcare practices and counting. EverHealth consists of five SaaS products; DrChrono, iSalus, CollaborateMD, Updox, and MDTec, combined these products offer end to end solutions for the health care industry. Role: The Commissions & Sales Ops Specialist sits within Sales Operations and manages Sales and CX incentive compensation programs, ensuring alignment with corporate revenue goals. You will work closely with Sales, CX, HR, Finance and Accounting to ensure accurate mapping of incentive plans and support territory and headcount updates, manage and process monthly and quarterly incentive payouts, investigate and manage disputes, and ensure adherence to approved discount strategy. You will complete monthly submissions to Internal Audit related to incentive plans. This position plays a key role in driving sales performance while ensuring operational accuracy, scalability, and compliance. This role requires high attention to detail, strong excel skills, cross-functional collaboration, and a continuous-improvement mindset. Responsibilities: Sales and CX Commissions Management Support the development of annual and quarterly incentive compensation strategies aligned to company revenue goals. Monitor plan effectiveness using performance analytics and recommend adjustments. Own the end-to-end monthly commissions cycle including data pull, validation, calculation, and payout file delivery, meeting Finance s close deadlines without exception. Ensure timely and accurate calculation and distribution of commissions and incentives, including monthly reports and calculators upon payment to employees and managers. Support the implementation of compensation systems such as CaptivateIQ Develop reporting and dashboards to track sales performance versus compensation outcomes. Analyze plan effectiveness, cost of sales, pay-for-performance alignment, and return on investment of incentive programs. Serve as the first point of contact for commission disputes: track Asana log, investigate, and resolve within a defined SLA; presenting a recommendation to the Sales Ops Manager in preparation to CRO’s approval. Maintain the commissions source-of-truth (CRM, Salesforce, or equivalent) and flag data integrity issues proactively, before close, not after. Partner with Finance to ensure commission accruals are accurate and audit-ready each month. Ensure compliance with legal, audit, and financial controls related to incentive compensation. Maintain documentation of compensation plans, policies, and procedures. Discount Governance Administer the discount approval workflow: review requests against the discount matrix, approve within authorized thresholds, and route exceptions to the appropriate approver. Conduct a monthly discount reconciliation, comparing approved discounts to what was invoiced and produce a variance summary for Finance and Sales leadership. Identify patterns in discount requests (frequency, depth, by rep, by segment) and surface insights to the Sales Ops Manager and VP of RevOps to inform policy updates. Ensure discounts are accurately reflected in the CRM and billing system to prevent downstream revenue recognition errors. Sales Operations Reporting and Tracking Monitor sales teams’ performance using salesforce dashboards and trends analysis Investigate gaps in revenue from closed-won opportunity to billed revenue Serve as the first point of contact for billing discrepancies raised by customers or the Finance team; investigate against contract terms, quote, and SFDC record. Support system and tooling enhancements (CPQ, billing, CRM integrations) in partnership with the broader RevOps and Sales teams (new and existing). Support in the tracking and management of Commercial vendors including tracking and reconciling utilization with POs Support in other Sales Ops responsibilities Skills and Experience needed for success in this role: Bachelor’s Degree Minimum 2 years in Sales Operations, Revenue Operations, FP&A, or a Finance/Accounting role with commissions exposure Hands-on experience running a monthly commissions cycle (Salesforce, CaptivateIQ, Xactly, or similar) Strong Excel / Google Sheets proficiency — XLOOKUPs, pivot tables, and data validation are table stakes Experience with Customer Relationship Management tools (e.g. Salesforce) and processes High attention to detail; comfortable owning processes where errors have direct financial impact Clear written and verbal communication — able to explain a dispute resolution to a rep and a variance to a CFO Working knowledge of AI tools for operational tasks — you have used LLMs or AI-assisted tools to accelerate document review, summarize deal terms, or automate recurring operational steps Preferred: Experience in a SaaS Familiarity with CPQ tools (Salesforce CPQ, DealHub) and billing systems Experience building or improving SOPs and process documentation Where: The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States - if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America. Benefits and Perks : Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid Continued investment in your professional development Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend. 401k with up to a 4% match and immediate vesting Flexible and generous (FTO) time-off Employee Stock Purchase Program Compensation: The target base compensation for this position is $70,000 to $85,000 USD year in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above. EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience! EverCommerce uses approved artificial intelligence (“AI”) tools to support its business operations. Employees are encouraged to use authorized AI tools, when appropriate for their roles, to improve efficiency, quality, and innovation. All AI use must comply with company policies, including requirements concerning confidentiality, data security, intellectual property, accuracy, and human review. Employees remain responsible for reviewing and validating AI-assisted work.

Requirements

Must-haves

Sales and CX Commissions Management
Support the development of annual and quarterly incentive compensation strategies aligned to company revenue goals.
Monitor plan effectiveness using performance analytics and recommend adjustments.
Own the end-to-end monthly commissions cycle including data pull, validation, calculation, and payout file delivery, meeting Finance s close deadlines without exception.
Ensure timely and accurate calculation and distribution of commissions and incentives, including monthly reports and calculators upon payment to employees and managers.
Support the implementation of compensation systems such as CaptivateIQ
Develop reporting and dashboards to track sales performance versus compensation outcomes.
Analyze plan effectiveness, cost of sales, pay-for-performance alignment, and return on investment of incentive programs.
Serve as the first point of contact for commission disputes: track Asana log, investigate, and resolve within a defined SLA; presenting a recommendation to the Sales Ops Manager in preparation to CRO’s approval.
Maintain the commissions source-of-truth (CRM, Salesforce, or equivalent) and flag data integrity issues proactively, before close, not after.
Partner with Finance to ensure commission accruals are accurate and audit-ready each month.
Ensure compliance with legal, audit, and financial controls related to incentive compensation.
Maintain documentation of compensation plans, policies, and procedures.
Discount Governance
Administer the discount approval workflow: review requests against the discount matrix, approve within authorized thresholds, and route exceptions to the appropriate approver.
Conduct a monthly discount reconciliation, comparing approved discounts to what was invoiced and produce a variance summary for Finance and Sales leadership.
Identify patterns in discount requests (frequency, depth, by rep, by segment) and surface insights to the Sales Ops Manager and VP of RevOps to inform policy updates.
Ensure discounts are accurately reflected in the CRM and billing system to prevent downstream revenue recognition errors.
Sales Operations Reporting and Tracking
Monitor sales teams’ performance using salesforce dashboards and trends analysis
Investigate gaps in revenue from closed-won opportunity to billed revenue

Nice-to-haves

Experience in a SaaS
Familiarity with CPQ tools (Salesforce CPQ, DealHub) and billing systems
Experience building or improving SOPs and process documentation

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

401k

Wellness

Professional Development