POSITION DETAILS:
Position Title:
Microsoft Incentives Analyst
Reports to (POSITION):
Microsoft Incentives Manager
Team:
Microsoft Incentives team
Department:
Hyperscaler Programmes and Alliances
Grade (If Applicable):
-
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PURPOSE OF JOB:
(OVERALL DESCRIPTION OF THE POST WITHIN THE TEAM AND ORGANISATION)
The Microsoft Incentives Analyst is an analytical role that works as part of the Incentives team, with the purpose of calculating and reconciling Incentives earned, across various Microsoft Incentive Programs.
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This role is critical to the business, ensuring incentives are reconciled and paid accurately and on time, to the various business areas every month.Â
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RESPONSIBILITIES:
Understand the Microsoft Incentive Programs and various program rules that apply
Calculate and publish incentive estimates across multiple incentive programs to the various sales departments and management teams
Track and log new Enterprise Program orders which fall outside of the Microsoft Operations Team process
Reconcile incentive statements from Microsoft to the calculated Estimates
Log and action credits and changes to invoices that impact incentives paid
Log tickets with Microsoft to query any discrepancies on incentive statements
Respond to incentive queries from Account Management teams
Raise rebate orders on the internal systems as necessary
Assist in other data manipulation, automation, consolidation, and other analysis tasks
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Role Focus & Key Behaviours
Provide support to the business, through analytical work, to ensure incentives are allocated on time to relevant individuals and departments
Publish and email Incentive estimates and statements
Provide support from the shared Rebates team mailbox, where required - assisting with explaining how incentives are calculated if sales teams have any queries
Review and reconcile data downloaded from various sources such as:
Volume Licensing Center
Microsoft Partner Center
Microsoft Fasttrack Portal
Adapt to changes within incentive programs, helping the business remain agile by redesigning and implementing new processes to analysis tasks, when incentives program rules change
Mandatory Tasks
Own various Incentive tasks each month, responsibilities are set by the Incentives Team Lead (after the relevant training has been provided)
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WIDER TEAM NETWORK
(WHICH TEAMS WILL THE POSITION WORK WITH DIRECTLY AND WHO WILL THEY RELATE TO EXTERNALLY)
Internal
Account Management teams
Accounts Department
Microsoft Operations Team
CSP Billing Team
Development team (for building automation)
Management Team
External
Microsoft Channel Incentives and Licensing teams (where training is required)
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QUALIFICATIONS, EXPERIENCE, & SKILLS:
(DELETE AS REQUIRED IF ESSENTIAL OR DESIRABLE, REMOVE UNNECESSARY REQUIRENENTs)
Educational Qualifications:
GCSEs English and Maths –Grade C or above
A Levels or equivalent
Degree or Further Education
ESSENTIAL
DESIRABLE
DESIRABLE
Years of Experience
Minimum 2 years working with Microsoft Excel within a daily role
Proven working experience as a Data Analyst or similar role
Knowledge of Microsoft licensing programs
Knowledge of Power Platforms such as Power Bi and Power Automate
DESIRABLE
DESIRABLE
DESIRABLE
DESIRABLE
CORE Competencies & SKILLS – BASED ON POSITION AND GRADE (IF APPLICABLE)
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Competent Analytical skills - accuracy and attention to detail essential
Strong Excel knowledge is essential –  to an intermediate / advanced level
Good mathematical ability
Strong communication skills
Organised individual with excellent time management
Ability to work to deadlines
Proactive and able to work independently
Comfortable liaising with various departments – sales, accounts, operations and management
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MEASURES & GOALS
(HOW WILL THE SUCCESS OF THE PERSON IN THIS POSITION BE MEASURED – WHAT ARE THE EXPECTED OUTPUTS)
OBJECTIVE
MEASURE
FREQUENCY
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version control:
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Updated by
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