Sales & Commission Analyst

Overview

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. 

 

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance.  401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.  We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

The Sales and Incentive Compensation Data Analyst supports the administration of advisor and sales compensation programs by ensuring accurate data collection, validation, and processing. This role is responsible for gathering and posting compensation-related data, reviewing it against plan rules, and maintaining data integrity across systems. 

This position is ideal for someone early in their career who is building foundational analytical skills while developing an understanding of financial services compensation plans, including commissions, fees, and incentive structures. 

Salary Range

The salary range for this position is $60,000/yr - $121,300/yr plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

 

Duties and Responsibilities: 

Data Collection, Review, and Posting  

• Gather sales, production, and revenue data from systems such as CRM platforms, Trust Desk, LPL, Tamarac, and internal financial reports 

• Review data for completeness, accuracy, and alignment with expected results 

• Perform foundational data validations and escalate discrepancies when identified 

• Post and upload validated data into compensation and tracking systems 

• Support recurring data cycles tied to advisor compensation (monthly/quarterly payouts) 

Incentive Compensation Management and Processing  

• Calculate advisor compensation, including commissions, fees, and incentive payouts 

• Follow defined compensation plan rules and documented procedures 

• Support reconciliation processes to confirm data inputs match compensation outputs 

• Help investigate and resolve basic compensation or data discrepancies 

Plan Documents & Data Source Understanding 

• Build a working knowledge of compensation plan documents, including payout grids, eligibility rules, and crediting logic 

• Understand key components such as production credits, assets under management (AUM), and revenue-based compensation 

• Learn how data flows from source systems into compensation calculations 

• Ensure data used aligns with plan definitions and business rules 

Reporting & Foundational Analysis 

• Produce recurring reports related to advisor production, payouts, and performance tracking 

• Maintain and update standard reporting templates and dashboards 

• Identify obvious inconsistencies or unusual trends and escalate appropriately 

• Gradually develop stronger analytical capabilities over time 

Systems & Process Support 

• Maintain accurate records in systems such as Salesforce, Excel-based tools, and compensation platforms 

• Follow established procedures for data updates, corrections, and audit tracking 

• Document processes and assist in improving data workflows 

Stakeholder Collaboration 

• Work with Sales Operations, Finance, and Compensation teams to ensure data accuracy 

• Respond to sales inquiries about compensation