Responsibilities include but are not limited to:
- Administer the incentive plans for the three businesses -- recurring plan cycles, deadlines, scorecard routines, validation, and issue resolution.
- Serve as the central contact for plan questions, participant inquiries, disputes, exceptions, and feedback from field managers, bankers, and support partners.
- Coordinate plan launches and plan changes, including stakeholder review, implementation readiness, documentation, communications, and post-launch follow-up.
- Partner with Sales & Service and business leaders to refine plan measures, weightings, eligibility rules, thresholds, payout mechanics, and crediting rules.
- Translate approved plan terms into operating procedures, plan calendars, control checkpoints, and test scenarios with named owners.
- Maintain the governance routines for plan changes, approvals, data-quality checks, escalation, and audit-ready evidence.
- Establish and lead the exception process -- intake, review criteria, approval levels, documentation, and reporting on exception volume and trend.
- Run the recurring governance forums where plan changes, exceptions, and performance issues are reviewed with business, Finance,
- Risk, and Compliance partners, owning the cadence, agenda, materials, and decision record.
- Validate scorecard, dashboard, and incentive-tracking logic against approved plan design -- define test scenarios, document defects, and confirm corrections with Data and Technology.
- Use Excel and Power BI to reconcile results, run reasonableness checks, and prepare performance reporting leaders can act on.
- Monitor plan performance for unusual trends, unintended behaviors, potential gaming, control gaps, and customer impact, and escalate what needs attention.
Qualifications
Required Skills:
- Track record administering or governing incentive plans, scorecards, or variable compensation programs on a recurring cycle with deadlines, controls, and documentation.
- Demonstrated proficiency in Excel and Power BI or comparable tools, with the analytical judgment to spot anomalies, trace root cause, and recommend resolution.
- Strong written and verbal communication, with the ability to explain plan rules, payout logic, and data issues to field and senior leadership audiences.
- Discretion and a control mindset in handling confidential compensation, performance, and employee data, and comfort in a small team where the work spans hands-on execution and process leadership.
Required Experience:
- Bachelor's degree in business, finance, economics, human resources, analytics, or a related field, or equivalent experience.
- Minimum of 7 years in sales incentive compensation, sales operations, sales performance management, compensation administration, finance, or banking operations.
- Banking or financial services background, preferably in retail, small business, or mortgage distribution channels.
Preferred Experience:
- Incentive plan design or redesign experience; incentive compensation and sales performance management platforms, CRM reporting, HRIS or payroll interfaces, Salesforce, Snowflake, or SQL; leadership of analysts or cross-functional workstreams; and compensation, project management, or process improvement.
