Sales Reporting & Analytics Lead
Sales Reporting & Analytics Lead
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Role
Reporting & Data Insights
- Prepare update and distribute recurring sales and business performance reports for global regional and market-level use (e.g. Global business reports North America market updates).
- Extract and manipulate data from systems such as the CRM system Power BI or internal databases to produce actionable insights.
- Collaborate with sales operations leaders to understand evolving reporting needs and tailor outputs accordingly.CF1
- Maintain and enhance reporting templates and dashboards to drive automation and clarity in reporting processes.
- Identify data trends and anomalies to support business decision-making.
Book of Business Management
- Support the maintenance of a comprehensive tracker of colleagues and accounts which are included in the Health Wealth & Career book of business program.
- Facilitate regular Account Review cycles where businesses verify business leads assignments and determine book of business inclusion.
- Coordinate the Data Management process of uploading updated information into the CRM system.
- Support quarterly manual reconciliation processes by verifying consultant assignments correcting revenue discrepancies and aligning with business stakeholders working alongside or eventually transitioning manual tasks handled by other team members.
- Ensure accuracy and alignment of data across businesses particularly during key planning or reporting cycles.
Regional Commercial Activity Reporting
- Support quarterly production of Commercial Council packs for local councils across Europe.
- Collect input and validate sales and pipeline data in region-specific templates.
- Partner with sales operations leaders moderators and business leaders to ensure data supports productive conversations around key/priority accounts.
- Maintain version control and a structured archive of council materials for continuity and audit purposes.
Special Projects Bespoke Requests & Continuous Improvement
- Manage the intake and coordination of new or ad hoc reporting requests from business leaders client teams or functional partners.
- Support the design and execution of custom data analysis or reporting projects that enable new insights or operational improvements.
- Develop and maintain documentation for new reporting processes data flows and project deliverables.
- Collaborate with cross-functional teams to deliver high-quality and timely outputs.
Qualifications
The Requirement
Education & Experience:
- Bachelors degree in Business Economics Data Analytics Finance or a related field.
- 5 years of experience in sales operations data analytics or business reporting roles.
- Experience working in a global or regional support function is preferred.
Technical Skills:
- Strong proficiency in Excel (pivot tables VLOOKUP/XLOOKUP formulas data cleaning).
- Familiarity with CRM systems.
- Experience with reporting and visualization tools (e.g. Power BI Tableau) is highly desirable.
- Comfortable with working across large datasets and performing data reconciliation and validation tasks.
Core Competencies:
- High attention to detail and accuracy especially in data entry and reporting.
- Analytical mindset with a passion for turning data into insights.
- Excellent organizational and time-management skills; able to manage multiple priorities and deadlines.
- Strong written and verbal communication skills; able to explain data findings clearly to non-technical stakeholders.
- Self-motivated proactive and eager to identify process improvements or automation opportunities.
- Strong collaboration and interpersonal skills to work across functions and regions.
Work Environment & Expectations:
- Flexibility in a hybrid set-up with work shift varying between European and American time zones depending on assignments
- Role may involve working with teams across different time zones
- Occasional meetings with senior stakeholders and business leaders to present data findings or updates.
WTW is an equal opportunity employer.
Employment Type
Full-Time
