Job#: 3038398 Job Description: Incentive Operations Specialist
Location: San Francisco, California (Remote)
Role Overview
We are hiring an Incentive Operations Specialist to manage the operational backbone of partner incentives. You will process the incentive queue, manage vendor onboarding and payouts with the Finance department, maintain reconciliation records, and develop standard operating procedures (SOPs) and reporting. This role relies on judgment for edge cases, accuracy checks, and relationship management, while automation handles routine volume.
Key Responsibilities
- Triage and process partner incentive submissions, including deal registrations and various funds, within service-level agreements (SLAs).
- Manage the finance vendor-onboarding process for new partners and ensure accurate, on-time payouts.
- Maintain the source-of-truth reconciliation tracker for all funds under administration.
- Apply incentive program rules to edge cases and escalate issues related to program design or budget as needed.
- Document SOPs for each incentive type, establish SLAs, and report on volume and cycle time to ensure process consistency.
Required Qualifications
You may be a good fit if you have experience in operations, finance operations, partner/channel operations, deal desk, or a similar high-accuracy processing role. Candidates should be meticulous with details and numbers. You should be comfortable running and improving automated workflows and organized with trackers and reconciliations. The role requires clear communication with partners and internal teams and the ability to work independently in a fast-moving environment.
Preferred Qualifications
- Experience with partner incentive programs such as market development funds, co-investment funds, or referral fees.
- Previous experience running vendor onboarding or payment processing with a Finance or Accounts Payable team.
- A history of building or documenting operational SOPs, SLAs, and reporting from scratch.
- Hands-on experience with Salesforce.
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Everforth Apex uses a virtual recruiter as part of the application process. Click for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at
Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at or . Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.
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