Commission Model & Automation Consultant (SOW Engagement)

Role Summary

Engagement Type: Outside IR35 / B2B Services Agreement

Location: Remote (UK-based)

Deliverables: Fixed-scope consultancy project (estimated 8-week duration)

Fee Structure: Day rate

Engagement Overview

Cambridge Spark is looking for an independent consultant to design, cost-model, build and document an updated sales commission framework and automated calculation engine for 2027.

This is a deliverable-driven project requiring end-to-end ownership. Strategic intent is set by leadership; the consultant will be fully responsible for the technical design, financial modelling, automated build and handover of the system.

Core Deliverables

1. Commission Model & Policy Design

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.

1. Calculation Engine & Automation Build

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.

1. Operational Transition & Knowledge Transfer

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.

Target Timeline & Milestones

Milestone 1 (Week 2): Current process audit complete; operational cycle baseline established.

Milestone 2 (Week 4): Draft model design and initial financial costings delivered for review.

Milestone 3 (Week 6): Finalised model and cost projections signed off for 2027 budget alignment.

Milestone 4 (Week 8): Automated calculation engine built, tested, fully documented and handed over.

Required Specialist Capabilities

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.

Desirable: Familiarity with Xero, Fivetran/ELT workflows or revenue models in education/skills sectors.

Contractual Terms (Outside IR35 Requirements)

Deliverable Basis: Engagement is strictly based on the delivery of the specified milestones above.

Substitution: The service provider retains the contractual right to send a qualified substitute subject to equivalent skills and security checks.

Working Method: The consultant retains autonomy over how, when and where the deliverables are completed, subject to agreed project milestones and client integration points.

Equipment & Risk: The consultant is expected to provide their own equipment and rectify any defective deliverable work at their own expense.