Web/Content Development, Marketing and Sales - Sales Productivity Specialist 1

Sales Productivity Specialist 1

This role serves as a key operations partner within finance and programs ecosystem, responsible for managing budgets, validating partner claims, and supporting execution of contracts and promotional programs. The individual ensures financial discipline, operational accuracy, and program effectiveness across a defined portfolio.
The role combines financial analysis and operational execution, working cross-functionally with program owners, partner teams, and finance stakeholders to ensure spend is optimized, claims are processed accurately, and programs are delivered in alignment with intended outcomes.
In parallel, this person will play a critical role in enabling data-driven decision-making by tracking performance metrics and identifying opportunities to improve budget efficiency and program impact.
Key Responsibilities:
Own budget planning, tracking & optimization (OPEX governance)
Support budget planning cycles, including forecasting, allocation, and rebalancing of OPEX spend
Track actual spend vs. budget and identify variances and optimization opportunities
Ensure compliance with financial governance policies and approval processes
Provide regular reporting and insights on budget utilization and efficiency
Manage claims processing & validation (Channel & Silicon Partner Programs)
Review, validate, and process partner claims in accordance with program requirements
Ensure all claims are supported with proper documentation (invoices, proof of execution, etc.)
Track claim status through approval lifecycle and resolve discrepancies
Partner with stakeholders to drive timely submission, review, and payout
Support contract & promotion execution
Assist in execution of contracts, promotions, and incentive programs
Ensure alignment between contract terms, budget allocation, and program delivery
Coordinate with legal, finance, and program teams to operationalize agreements
Monitor execution milestones and ensure compliance with financial commitments
Drive KPI tracking & program performance reporting
Track and report on key performance indicators (KPIs) across programs (e.g., spend efficiency, claim volume, program ROI)
Build and maintain reporting dashboards and insights for stakeholders
Analyze trends in partner activity, claims, and program outcomes
Provide actionable recommendations to improve program effectiveness
Skills:
Financial analysis, budget management, operational execution, claims validation, data analysis, stakeholder management, process optimization, and strong data fluency (Excel, Power BI, financial systems, Partner Center tools)
Expertise:
Required/Minimum Qualifications: Bachelor's degree in Finance, Accounting, Business, or related field AND 2+ years of experience in finance operations, program management, or business operations OR equivalent experience
Additional or Preferred Qualifications:
Experience with partner incentive or rebate programs
Familiarity with claims processing systems and financial controls
Experience managing OPEX budgets or cost optimization initiatives
Proficiency with reporting tools (Power BI, Excel modeling)
Experience working in high-volume, SLA-driven operational environments