None

BA/BS in job field concentration or 1 year of experience

• Strong computer skills
• Microsoft Office Experience (Word, PowerPoint, Outlook)
• Intermediate Excel skills
• QuickBooks or other accounting software experience

• Able to learn processes & software program

Communication

• • Internal small group presentation skills
  • Well organized written & confident verbal communication skills
  • Command (Present with confidence & authority both internally & externally)
  • Able to convey information efficiently & suitable for specific audiences

Customer Focus

• Committed to customer-centric mindset
•  

Accountability

• Attention to detail and committed to producing high quality work
• Able to execute tasks independently and ask for help to avoid errors
• Time management skills that allow you prioritize tasks/responsibilities to meet all deadlines

Drive for Results

• Able to juggle numerous responsibilities simultaneously
• Understand reporting systems in order to generate accurate data analyses
• Professional & persistent in seeking payment from dealers & obtaining outstanding items from CST & Sales

Continuous Improvement & Mutual Respect

• Self-motivated & a team player
• Treat all departments with respect & build strong cross-functional relationships

• Understand & apply all SOPs for optimal process workflows
• Ensure contracts are compliant based on OEM guidelines for billing & the L2T Rate Card
• Process budget increases/decreases & cancellations within workflow system
• Act as training resource for Field Sales and CST on contracting and billing processes
• Generate Invoices & post customer payments to QuickBooks
• Oversee enrollments & billing for major OEM programs
• Reconcile revenue between QuickBooks & contracting system
• Oversee collection of accounts receivable & contact past due accounts
• Process credit card payments for customers
• Provide ad-hoc revenue reports as requested by clients
• Prepare monthly analysis reports for senior management
• Turn any bad debt clients to the collection agency & follow up with collection on those accounts.

None

• BA/BS in job field concentration
• 1-3 years of experience in billing and/or accounting

Mastery of all Billing Coordinator level application software; SME for Billing Coordinator

• Able to run spend reports out of Google, Facebook, and Bing
• Proven track record of flawless execution, attention to detail and quality assurance
• Understand JIRA
• Basic understanding of Salesforce
• Knowledge of Excel Macro/VBA & L2T Rate Card
• Understand OEM Billing Requirements

Mastery of all Billing Coordinator level soft skills

Communication

• • Exemplary written and confident verbal communication skills

Customer Focus

• Commitment to meeting the needs of internal & external customers

Accountability

• Escalates critical issues
• Recognizes when issues in the department will have downstream impact & alert affected partners.

Drive for Results

• Contribute to team & company goals for overall success
• Proposes optimal solutions to business problems
• Anticipate the needs of internal customers & acts as a partner to sales/CST to sign & launch new business

Continuous Improvement & Mutual Respect

• Collaborate with product & CST leads on trainings
• Gain experience in supervising & reviewing work performed by the Billing Coordinator

Mastery of all TDR’s at Billing Coordinator Level.

• Act as a gatekeeper & document approval for all new deals & upsells
• Keep discounted rate list up to date for accurate & expediate processing of all pre-approved off rate card deals
• Look for revenue related trends/comparison to provide deeper insights for EMT
• Provide revenue analysis & client count on a product level for EMT & managers to ensure proper staffing levels
• Complete the monthly Margin Tracker to ensure that we are invoiced accurately by our media partners & we spend accurately against clients’ established target spends
• Train all new hires for internal/external departments regarding billing processes & continue training where they see shortfalls or updates to processes
• Quantify & track liability for underspends & issue credits
• Respond to client requests for spend audits & communicate in an accurate & appealing way
• Oversee all program billing & ensure all changes & enrollments are communicated
• Ensure that all billing is accurate and sent out on time
• Ensure new programs/products are set up in MAP
• Identify process inefficiencies & write stories to be considered by platform development team
• Ensure collection of past due amounts for program clients with professional follow-up.
• Work with Billing Coordinator to ensure collection of all overdue accounts & help decide if the account should be sent to collections.
• Track new, upsell, budget decreases & cancellations by product & salesperson to ensure sales commissions and weekly reports are accurate
• Ensure that Billing Coordinator processes invoices correctly & help with items that cannot be tied into the billing report
• Own the weekly flash reporting to management team
• Provide ad-hoc revenue reports as requested by clients that are accurate & presentable. If recurring, ensure team is providing monthly.

One

• BA/BS in job field concentration
• 2-4 years of experience in billing and/or accounting

Mastery of all Senior Billing Coordinator level application software

• Strong technical skills regarding revenue recognition
• Strong understanding of co-op reimbursement rules by OEM
• Technical understanding of MAP platform
• Able to develop acceptance criteria for development stories & evaluate test cases in sprint reviews

Mastery of all Senior Billing Coordinator soft skills

Communication

• • Proven ability to solicit input from teams and act upon input with implementation or rationale into why suggestion was not pursued
  • Ability to answer complex questions internally and externally (OEM providers) about any billing issues that arise.

Customer Focus

• Committed to customer-centric mindset

Accountability

• Aptitude at screening new hire candidates for required team skills and traits
• Understand the responsibilities of other departments (product launches, CST month-end calls, etc.) to inform daily decision making.

Drive for Results

• Track record of cross-collaboration, advocate for direct reports & establish processes across departments
• Developing and train employees on policies & procedures which incorporate financial controls
• Able to anticipate resource constraints and plans accordingly to ensure staffing coverage and communicates plan to management/sales/etc.

Continuous Improvement & Mutual Respect

• Emotional intelligence: self-awareness, self-management, social awareness, relationship management
• Inspirational team & thought leader that improves the employee experience
• Development of direct reports and long-term investment of team development

Mastery of all Senior Billing Coordinator level

• Manage OEM relationships: Enrollments, contracting & billing. Communicate changes to OEM billing processes internally & communicate with OEMs regarding changes and explain the impact on L2T and clients.
• Ensure internal technology has the capabilities to meet OEM billing needs. Create stories for development if capabilities are not met & oversee completion of stories to meet OEM deadlines.
• Communicate/escalate pertinent information upward and downward to ensure cohesiveness between teams & management
• People Management
  • Onboards & oversees the training of new hires.
  • Support & coach direct reports to meet individual & team goals.
  • Recognize the work of direct reports & provide company recognition.
  • Model successful approaches to build successful skills & set expectations with direct reports.
  • Plan, prioritize & delegate team work to increase productivity & quality
• Develop strong working relationships & collaborate with peers in other departments to solve client issues or execute on client requests.
• Own finance OEM reporting for month end. Ensure that all deadlines are being met & coordinate additional custom reports for the Tech team
• Lead OEM billing changes & communicate changes to other departments that are affected.
•  

None

• BA/BS in job field concentration
• 1-3 years of experience in accounting role

• Understanding of GAAP
• Strong technical accounting skills
• Expert knowledge of Excel
• Understanding of internal controls
• Supports Manager with process improvements to increase operational efficiency, product quality & campaign performance
• Proficient with ADP Payroll Software, QuickBooks, and Concur

Communication

• • Internal small group presentation skills
  • Well organized written and confident verbal communication skills
  • Command (Present with confidence and authority both internally and externally)

Customer Focus

• Committed to a customer-centric mindset

Accountability

• Reliable & consistent work ethic
• Time management skills that allow you prioritize tasks/responsibilities to meet all deadlines
• Able to execute tasks independently and ask for help to avoid errors

Drive for Results

• Ability to develop strong rapport with peers & vendors to obtain inputs necessary to complete work
• Excellent organizational skills & strong attention to detail

Continuous Improvement & Mutual Respect

• Self-motivated & team player
• Treat all departments with respect & build strong cross-functional relationships

• Mastery of P&L & Balance Sheet accounts to ensure correct posting of invoices, bills, & journal entries.   
• Reconcile billing history report to P&L with demonstrated understanding of nature of variances
• Own accounts payable, cash flow analysis & balance sheet reconciliations
• Computation of monthly commission for non-sales employees & ensure payouts and/or accruals are accurate.
• Upload budget into GL software & assist in creating support docs for budget. Ensure we are entering invoices to the correct accounts.
• Distribution of actual vs budget reports to account owners. Point out variances by comparing against the budget detail.
• Respond to vendor account or payment inquiries as needed. Reach out for uncashed checks & determine if old checks need to be voided/reissued
• Meet monthly accounting close deadlines: Prepare and post journal entries, analyze ledger activities & variances, ensure all items are booked in the correct month.
• Process all vendor invoices, employee expense reports & check support documentation.
• Maintain & update tax apportionment documents monthly
• Assist in gathering documents for tax preparation and audit to ensure we can meet audit deadline to the bank.
• Complete monthly bank reconciliation & ensure all cash transactions have been recorded
• Recognize when accruals are needed to ensure expenses are recorded
• Prepare monthly financial statements ensuring adequate self-review
• Assist in preparation of 1099 documents & ensure all vendor W-9 forms are up to date
• Complete semi-monthly payroll timely & accurately; anticipate changes to submission schedule due to holidays
• Onboard new hires & ensure data in payroll software is up to date & W-2 information is correct.
• Assist in periodic & annual 401(k) compliance reviews to ensure L2T Media's 401(k) plan is compliant
• Assist in periodic & annual U.S. census surveys to be reviewed by CFO.

None

• BA/BS in job field concentration
• 2-4 years of experience in accounting

Mastery of all Staff Accountant level application software; SME for Staff Accountant

• Own & lead vision on all finance related procedures & ongoing implementation of process training, process documentation & validation testing.
• Look for ways to make process improvements that increase operational efficiency
• Proven track record of flawless execution as a team leader.

Mastery of all Staff Accountant soft skills

Communication

• • Able to answer complex billing & financial questions internally & externally (OEM providers)
  • Proven ability to solicit input from teams & act upon input with implementation or rationale into why suggestion was not pursued

Customer Focus

• Committed to a customer-centric mindset

Accountability

• Solid understanding of L2T, our products & client expectations
• Conducts work with integrity & ensures others comply with company policies
• Thorough understanding of product teams’ processes & buildouts and how those processes are impacted by actions of the Finance Dept.

Drive for Results

• Own relationships with outside vendors including the audit team, 401(k) account rep., banking rep, etc.
• Able to solve complex technical problems, anticipate technical implications & train team leads to develop optimal solutions.

Continuous Improvement & Mutual Respect

• Gain supervisory experience by overseeing the work of 1-2 employees

Mastery of all Role Requirements at Staff Accountant level.

• Strong knowledge of systems & ability to troubleshoot /support issues with regards to financial systems
• Assist in compiling information necessary for the annual budget including creation of SWB templates & historical cost analysis                                                  
• Develop new reports for the EMT based on knowledge of industry trends.
• Take a larger role in the annual audit by being able to answer any follow up questions from the auditors. Ensure questions are answered accurately & escalate as necessary.
• Lead the preparation of 1099 documents & present to CFO and accounting manager for approval. Ensure all vendor W-9 are up to date & accurate.
• Report any sales new hires & terms to insurance brokers to ensure adequate worker’s comp coverage
• Register L2T in new states for sales hires in new states for SUI payments to ensure timely payments for SUI & avoid penalties.
• Own periodic & annual 401(k) compliance reviews. Ensure that plan meets all compliance standards
• Own periodic & annual U.S. census surveys.
• Own benefits regarding ADP payroll software including setting up open enrollment & ACA compliance testing                                              
• Check 401(k) contribution limits annually & report to HR so they can share company wide. Email owners to verify they wish to contribute the max for the year & process.
• Research HSA contribution limits annually & reach out to Tom and Liz to verify they would like to contribute the max. Process H.S.A. transfers into their account.

One

• BA/BS in job field concentration
• 4 years of experience in accounting
• 1-2 years of Salesforce Experience

Mastery of all Senior Staff Accountant level application software; SME for Staff Accountant

• Strong understanding of GAAP & strong technical accounting skills
• Excellent understanding of systems (QuickBooks, ADP, MAP, Portal, Concur, Treasury) with the ability to design & oversee enhancements.
• Able to implement new systems & system integrations.
• Proven track record of owning all financial functions & delivering accurate & timely results.
• Advanced knowledge of internal control best practices
• Strong knowledge of applicable tax rules & requirements.
• Proficient Knowledge of Sales with integration experience
• Ability to expand Salesforce knowledge with trainings and researching new features
• Able to implement Salesforce updates/improvements and maintain Salesforce’s financial accuracy

Mastery of all Senior Staff Accountant soft skills

Communication

• • Exceptional communication skills
  • Ability to communicate clear deadlines and expectations to team

Customer Focus

• Ability to give Sales team financial information to assist in hitting their revenue goals by removing pain points from contracting and close process
• Work with Sales management on additional reporting to give them pipeline and prospective client information

Accountability

• Sets the tone for the team by exemplifying attention to detail, ownership, productivity, financial insight, financial accuracy in Salesforce & collaboration with other departments.

Drive for Results

• Instills a strong work ethic in all team members & ensures client satisfaction
• Coach staff and hold them accountable to ensure that team is taking on new tasks and closely develop career gaps
• Invested in long term development of team members and progresses team along their applicable career paths     

Continuous Improvement & Mutual Respect

• Fosters a high level of trust
• Inspiring (“thought leader”) to ensure that employees are motivated and happy in the workplace
• Emotional intelligence: self-awareness, self-management, social awareness, relationship management.

Mastery of all Role Requirements at Senior Staff Accountant level.

• Ensure closed business in Salesforce is accurate
• Troubleshoot integration errors between MAP and Salesforce. Discover root causes and develop solutions to reduce and eliminate errors
• Develop new reports for Sales management based on industry trends/new products to help them achieve revenue goals
• Ensure Salesforce price book is updated with any new products, OEM changes, rate changes, etc.
• Ensure rate card and order forms are updated with any new products, OEM changes, rate changes, etc.
• Oversee calculations of commissions to ensure accuracy and identify any commission plan design issues.
• Stay abreast of all Salesforce releases and ensure updates are properly tested and implemented. Share findings with Sales Management and suggest any new features L2T can implement
• People Management
  • Onboards & oversees the training of new hires.
  • Support & coach direct reports to meet individual & team goals and deliver constructive performance feedback.
  • Recognize the work of direct reports & provide company recognition.
  • Model successful approaches to build successful skills & set expectations with direct reports.
  • Plan, prioritize & delegate team work to increase productivity & quality

Three

• BA/BS in job field concentration
• 5 years of experience in accounting
• 2+ years of supervisory experience

Mastery of all Accounting Supervisor skills

• Strong understanding of GAAP & strong technical accounting skills
• Excellent understanding of systems (QuickBooks, ADP, MAP, Portal, Concur, Treasury) with the ability to design & oversee enhancements.
• Able to implement new systems & system integrations.
• Proven track record of owning all financial functions & delivering accurate & timely results.
• Advanced knowledge of internal control best practices
• Strong knowledge of applicable tax rules & requirements.

Mastery of all Accounting Supervisor soft skills

Communication

• • Exceptional communication skills

Customer Focus

• Understands client expectations & the level of service finance needs to provide

Accountability

• Takes ownership of all financial functions
• Anticipates deadlines & resource constraints & plans out work in advance to ensure timely completion

Drive for Results

• Instills a strong work ethic in all team members & ensures client satisfaction
• Coach staff and hold them accountable to ensure that team is taking on new tasks and closely develop career gaps
• Invested in long term development of team members and progresses team along their applicable career paths

Continuous Improvement & Mutual Respect

• Fosters a high level of trust
• Inspiring (“thought leader”) to ensure that employees are motivated and happy in the workplace
• Emotional intelligence: self-awareness, self-management, social awareness, relationship management.

Mastery of all Role Requirements at Accounting Supervisor level

• Responsible for accurate & timely completion of the monthly close, financial statements & management book.
• Bill all clients in accordance with contracts & OEM requirements
• Collect all outstanding receivables in accordance with due dates
• Process all sales requests & change orders in accordance with the rate card & documented policies
• Ensure all media spend invoices reconcile to expected spend & that actual spend per client is in accordance with target spend
• Responsible for accurate & timely processing of payroll
• Responsible for compliance of 401(k) plan and required government filings
• Develop finance policies & procedures to ensure adequate controls & efficient workflow
• Responsible for training employees on finance policies & procedures
• People Management
  • Onboards & oversees the training of new hires.
  • Support & coach direct reports to meet individual & team goals.
  • Recognize the work of direct reports & provide company recognition.
  • Model successful approaches to build successful skills & set expectations with direct reports.
  • Plan, prioritize & delegate team work to increase productivity & quality
• Act as a liaison with auditors & tax accountants to ensure smooth completion of annual review & tax returns
• Identify nuances which require changes to our month-end close out journal entries & determining appropriate course of action
• Ensure all financial systems are operating properly & effectively

Three

• BA/BS in job field concentration
• 5-8 years of experience in accounting
• 3-5 years of supervisory experience

Mastery of Accounting Manager application/tech

• Advanced knowledge of internal control best practices, applicable tax rules & requirements.
• Strong knowledge of 401(k) compliance rules & state regulatory rules

Mastery of all Accounting Manager soft skills

Communication

• • Exceptional communication skills

Customer Focus

• Listen to client concerns or issues & propose billing/contracting solutions.

Accountability

• Sets the tone for the team by exemplifying attention to detail, ownership, productivity, financial insight & collaboration with other departments.

Drive for Results

• Coach team members on skill gaps & identify opportunities for team members to develop new skills.
• Identify process changes & system changes to accommodate new products or programs.

Continuous Improvement & Mutual Respect

• Champion of L2T core values & company goals.

Mastery of all Role Requirements at Accounting Manager level

• Own the close process end to end
• Identify financial trends & prepare reporting to share insights with management.
• Understand the L2T budget to develop & report on KPIs to ensure that we achieve our goals & stay within budget.
• Guides billing coordinator with collection efforts & determines appropriate escalation steps with account owners and managers.
• Adapt the contracting process to meet business needs while still maintaining proper internal controls.
• Understand all payroll regulations & develop processes to ensure compliance
• Responsible for developing budget templates & guiding department heads through budget process.
• Enforces L2T governance policies in a judicious manner.

Three to Four

• BA/BS in job field concentration
• 8-10 years of experience in accounting
• 5+ years of supervisory experience

Mastery of Accounting Senior Manager application/tech

• Strong understanding of GAAP & technical accounting skills
• Expert understanding of systems (QuickBooks, ADP, MAP, Portal, Concur, Treasury) with the ability to design & oversee related enhancements.
• Own all financial functions with ability to make observations & highlight trends/opportunities to management.
• Advanced knowledge of internal control best practices, applicable tax rules & requirements.
• Strong knowledge of 401(k) compliance rules & state regulatory rules

Mastery of all Senior Accounting Manager soft skills

Communication

• • Able to speak directly to clients about billing or co-op reimbursement concerns & recommend solutions.
  • Able to explain complex financial topics to employees in non-financial roles.

Customer Focus

• Advanced customer-centric mindset

Accountability

• Able to develop & take a lead role in sprint reviews & acceptance criteria for systems development. Able to check the financial output & ensures no unintended consequences will occur before software changes are deployed.

Drive for Results

• Shapes product development requirements to ensure successful launch with respect to contracting, billing, expense tracking, and collections.

Continuous Improvement & Mutual Respect

• Garners the respect of peers & executive management based on financial knowledge & ability to analyze & solve business problems
• Motivates employees to do their best work by supporting employees in their tasks/projects & recognizing their accomplishments.

Mastery of all Role Requirements at Senior Accounting Manager level

• Identifies financial concepts, procedures & delivers related training for employees
• Develop relationships with key vendors & ensures vendors meet our expectations & deadlines
• Reviews vendor/dealer contracts, identifies concerning provisions, missing protections & negotiates revisions with the vendor/dealer.
• Researches vendors for service solutions, evaluates capabilities & negotiates competitive pricing.
• Develop long-term vision for staffing of department & cross-trains employees to ensure tasks can still be carried out in the event of turnover.
• Stays abreast of industry trends/OEM requirements & designs processes to incorporate those items.
• Partner with managers to provide financial support with respect to budget decisions & product profitability

Five

• BS/BA in Accounting and either an MBA or CPA designation.
• 15+ years of experience in accounting
• 10+ years of supervisory experience

Mastery of Accounting Controller application/tech

• Mastery of GAAP & technical accounting skills
• Expert understanding of systems (QuickBooks, ADP, MAP, Portal, Concur, Treasury) with the ability to design & oversee related enhancements.
• Own all financial functions with ability to make observations & highlight trends/opportunities to management.
• Expert knowledge of internal control best practices, applicable tax rules & requirements.
• Expert knowledge of 401(k) compliance rules & state regulatory rules

Mastery of all Accounting Controller soft skills

Communication

• • Able to speak/relate to all levels of the organization
  • Able to speak directly to clients about billing or co-op reimbursement concerns & recommend solutions.
  • Able to explain complex financial topics to employees in non-financial roles.
  • Excellent negotiator

Customer Focus

• Advanced customer-centric mindset

Accountability

• Design and implement operational processes which leverage technology to ensure efficiency and adequate controls. Oversee biweekly technology sprints with outsourced technology partner to improve internal operating platform.

Drive for Results

• Shapes product development requirements to ensure successful launch with respect to contracting, billing, expense tracking, and collections.

Continuous Improvement & Mutual Respect

• Garners the respect of all levels based on financial knowledge, ability to analyze, and solve business problems
• Motivates employees to do their best work by supporting employees in their tasks/projects & recognizing their accomplishments
• Drives operational efficiency across the organization
• Oversees tech sprints to improve internal operating platform

Mastery of all Role Requirements at Accounting Controller level

• Responsible for all financial operations of the company, including management of working capital, expenditure control, analysis of trends and resource allocation.
• Design and implement operational processes which leverage technology to ensure efficiency and adequate controls.  Oversee biweekly technology sprints with outsourced technology partner to improve internal operating platform.
• Lead sales operations function to support Field Sales & Customer Success Team in revenue projections, identification of upsell opportunities, sales performance reporting, and compensation plan design and execution.
• Lead the FP&A function, including creation of budget model, development of top and bottom-line targets, and management of annual planning process. Partner with EMT members to establish key assumptions for budget model including sales quotas, staffing, and external product fulfillment costs.  Train department heads on budget components and process to manage actual expenses against budget.
• Consult with VP-Product on gating of new product concepts, analysis of business and technical requirements, gathering of data for business cases and computation of ROI on approved projects.
• Responsible for all accounting functions including billing, collections, payroll, financial reporting, treasury and tax compliance.
• Assess the company’s risk management policies and protocols and consult with outside counsel and insurance brokers as needed.
• Draft and negotiate contract terms with OEM programs (Stellantis, Acura, Mazda), dealerships, and service vendors.
• Serve as 401(k) plan administrator overseeing both the investment advisor and the recordkeeper. Ensure compliance with 401(k) regulations and oversee preparation and filing of the 5500.
• Oversee successful execution of annual review with outside auditors.
• Partner with department heads to develop financial forecasts and profitability analyses, prioritize investments, and determine resource allocations.
• Lead software vendor vetting and selection, negotiate pricing and execute vendor contracts.

None

• BA/BS in job field concentration
• 1-3 years of experience in financial or sales operations role
• Salesforce Reporting/Admin Experience

• Expert knowledge of Excel (Pivot Tables, VLOOKUP's, Queries, Tables)
• Mastery of all department processes and procedures and supports Manager level with process training and process documentation.
• Understanding of Salesforce Admin skills & Pardot integration
• Understanding of L2T Products, OEM programs, Rate Card & competitive landscape
• Technical understanding of MAP platform & MAP integration with Salesforce
• Able to read and understand sales compensation plans

Communication

• • Well organized written & confident verbal communication skills
  • Able to convey information efficiently and suitable for specific audiences
  • Able to think on your feet & respond to follow-up questions confidently.

Customer Focus

• Committed to a customer-centric mindset

Accountability

• Own all responsibilities ensuring strong attention to detail, accuracy & completion of tasks within deadlines.
• Excellent organizational & time management skills
• Able to execute tasks independently & recognize when help is needed to avoid errors.

Drive for Results

• Takes initiative to learn new Salesforce skills through Trailheads & User Group Forum
• Strong understanding of the sales process for Field Sales & CST (what it takes to win new business, upsell business and retain clients).

Continuous Improvement & Mutual Respect

• Able to develop strong rapport with peers & vendors to obtain inputs necessary to complete work
• Self-motivated team player
• Treat all departments with respect & build strong cross-functional relationships

• Track & report weekly performance of Field Sales & CST employees
• Monitor integration of MAP contracts with Salesforce & reconcile systems on a weekly basis. Track recurring integration issues to determine resolution.
• Manage account assignments & modify book of business goals for account transfers
• Compute sales commissions as part of the month-end close process & compile monthly summary for executive management.
• Compile revenue reports for CST to prioritize actions by net revenue contribution & upsell opportunity.
• Prepare reporting to allow Sales & Sales Management to ensure that all leads are being worked & progressing through the sales pipeline.
• Prepare reporting to monitor completion of joint launch calls by Sales/CST to ensure new clients are receiving interaction with L2T employees.
• Create, assign & monitor cases for canceled clients & at-risk clients to assess reasons for cancellation or address client dissatisfaction in order to "save" a client.
• Compile monthly contact reporting to meet OEM reporting requirements & deadlines.
• Prepare monthly reporting for Executive Management Team on Sales & CST productivity.
• Salesforce Dashboards: Create custom dashboards as requested & maintain existing dashboards & saved reports.
• Train new Sales & CST hires on Salesforce & L2T Rate Card
• Create & maintain L2T order form templates for program and non-program deals.
• Activate & disable users in Salesforce, Pardot, and Sertifi as necessary.
• Respond to ad-hoc Salesforce reporting & configuration requests
• Maintain & publish L2T Rate Card
• Administer Salesforce price books & product catalogs to sync with MAP products & programs.
• Develop rapport with outside vendors (Salesforce, Sertifi, Relation Edge, etc.) to ensure that services are delivered consistent with L2T expectations.
• Serve as in-house support resource for Salesforce issues & act as liaison with Salesforce support.

Zero to One

• BA/BS in job field concentration
• 2-5 years of experience in accounting
• Salesforce admin experience

Mastery of Sales Operation Analyst level

• Strong understanding of Salesforce Admin skills & Pardot integration
• Thorough understanding of L2T Products, OEM programs, Rate Card and competitive landscape
• Technical understanding of MAP platform & MAP integration with Salesforce with ability to troubleshoot and resolve integration issues.
• Able to draft compensation plans & assess effectiveness

Mastery of all Sales Operations Analyst soft skills

Communication

• • Exceptional communication skills

Customer Focus

• Advanced customer-centric mindset

Accountability

• Act in a diligent and precise manner that gains the trust of your internal customers.
• Deliver accurate reporting on a timely basis to develop strong rapport with Sales & CST leadership.
• Able to execute tasks autonomously. Knows when to escalate issues but proposes potential solutions when an issue is encountered

Drive for Results

• Takes initiative to learn about enhancements to Salesforce and other tools
• Thinks creatively about how Salesforce (or other tools) can be configured or utilized to help solve business problems.
• Designs and/or modifies processes and templates to accommodate new programs or products.

Continuous Improvement & Mutual Respect

• Able to put oneself in the shoes of a Sales/CST employee & understand the demands of our dealers.

Mastery of all Role Requirements at Sales Operations Analyst level.

• Troubleshoot MAP/Salesforce integration issues to identify root causes & work with vendors to propose fixes for errors.
• Compute opening books of business for each sales rep in collaboration with sales management & determine monthly book of business goals to be used in annual compensation plans.
• Assess effectiveness of comp plan design & identify issues with respect to payout vs. contribution.
• Brainstorm with CST Director on additional reporting that would help CST Management monitor activity of team members to meet monthly upsell & churn goals.
• Understand the pain points of Field Sales & CST with current processes & develop tools or automations which make the process more efficient or more successful.
• Understand the annual Sales & CST goals & objectives & develop tools to assist departments in meeting their goals.
• Partner with Marketing Manager to develop show promotions & related order forms/collateral.
• Assist in budget preparation by summarizing historical trends to update the revenue model.