Commission Model & Automation Consultant (SOW Engagement)

Job Summary

Required Qualifications

• •Deep expertise designing, modelling and executing complex incentive/commission structures (tiered accelerators, ramp, proration, clawbacks)
• •Advanced technical stack proficiency: SQL, Google Sheets/Excel, HubSpot administration, Make.com (webhooks/APIs) and Apps Script
• •Strong commercial/financial modeling capability (cost-of-plan and scenario modeling)
• •Ability to operate autonomously and deliver outcomes from day one without an onboarding period
• •Design the 2027 commission framework (rates, thresholds, accelerators, product weighting, shared-credit rules and leaver/joiner logic)
• •Model plan costs, OTE scenarios and affordability in collaboration with Finance to produce a sign-off-ready commercial proposal
• •Draft and finalise the official commission policy document aligned with the underlying data logic
• •Architect and build the end-to-end calculation engine using SQL views over a cloud data warehouse, custom HubSpot properties/reporting, Google Sheets, Apps Script and Make.com integrations
• •Reduce existing manual processing by automating the data transformation and calculation flow (currently ~50 manual workbooks)
• •Ensure full auditability, attribution logic and automated reconciliation capabilities
• •Execute the interim monthly calculation and payout reconciliation cycles during the 8-week project window to validate live data accuracy
• •Produce complete documentation, logic maps, edge-case protocols and an operational runbook for the internal team
• •Current process audit complete; operational cycle baseline established
• •Draft model design and initial financial costings delivered for review
• •Finalised model and cost projections signed off for 2027 budget alignment
• •Automated calculation engine built, tested, fully documented and handed over
• •Design, cost-model, build and document an updated sales commission framework and automated calculation engine for 2027
• •Design the 2027 commission framework (rates, thresholds, accelerators, product weighting, shared-credit rules and leaver/joiner logic)
• •Model plan costs, OTE scenarios and affordability in collaboration with Finance to produce a sign-off-ready commercial proposal
• •Draft and finalise the official commission policy document aligned with the underlying data logic
• •Architect and build the end-to-end calculation engine using SQL views over a cloud data warehouse, custom HubSpot properties/reporting, Google Sheets, Apps Script and Make.com integrations
• •Reduce existing manual processing by automating the data transformation and calculation flow (currently ~50 manual workbooks)
• •Ensure full auditability, attribution logic and automated reconciliation capabilities
• •Execute the interim monthly calculation and payout reconciliation cycles during the 8-week project window to validate live data accuracy
• •Produce complete documentation, logic maps, edge-case protocols and an operational runbook for the internal team
• •Current process audit complete; operational cycle baseline established
• •Draft model design and initial financial costings delivered for review
• •Finalised model and cost projections signed off for 2027 budget alignment
• •Automated calculation engine built, tested, fully documented and handed over
• •The service provider retains the contractual right to send a qualified substitute subject to equivalent skills and security checks
• •The consultant is expected to provide their own equipment and rectify any defective deliverable work at their own expense

Desired Qualifications

• •Familiarity with Xero, Fivetran/ELT workflows or revenue models in education/skills sectors