Manager, Sales Reporting & Analytics

ABOUT US

At HUB International we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals families and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn grow and make a difference. Our structure enables our teams to maintain their own unique regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is a global insurance and employee benefits broker providing a boundaryless array of business insurance employee benefits risk services personal insurance retirement and private wealth management products and services. With over $5 billion in revenue and almost 20000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions

Manager Sales Reporting & Analytics

The Manager Sales Reporting & Analytics is a key leadership role within the Sales Enablement organization at HUB International. This individual is responsible for leading a team of analystsincluding an Associate Analyst Analyst and additional Cross-Sell Data Analystswho collectively support producer data reporting cross-sell opportunity identification CRM operations and sales enablement initiatives across Corporate and Regional HUBs.

This role is the connective tissue between raw data and executive-level insight. The Manager oversees the integrity delivery and strategic use of sales and cross-sell reporting across Microsoft Dynamics 365 Power BI and related platformsensuring that HUBs leadership and producers have the timely accurate and actionable intelligence needed to drive revenue growth across all business lines.

The Manager Sales Reporting & Analytics reports to the SVP Sales Enablement and is based out of HUBs corporate headquarters in Chicago.

Responsibilities

Team Leadership & Development

• Lead coach and develop a team of six analystsJr. Analyst Associate Analyst Analyst and three Cross-Sell Data Analystssetting clear performance expectations and fostering a high-accountability growth-oriented team culture

• Assign and prioritize workstreams across the team to ensure timely delivery of sales reporting cross-sell analytics CRM projects and enablement initiatives

• Conduct regular one-on-ones provide ongoing feedback and support professional development planning for each team member

• Serve as the primary escalation point for data discrepancies CRM issues cross-sell methodology questions and stakeholder-facing reporting needs

• Identify skill gaps and opportunities to upskill team members in tools including Power BI Power Automate Microsoft Dynamics 365 and AI-assisted analytics methods

Sales Reporting & Data Analytics

• Drive the delivery of producer reporting including revenue pipeline attrition prospecting activity and KPI tracking on a monthly quarterly and annual basis

• Support the team in translating complex multi-source datasets into clear executive-ready reports and dashboards using Power BI Excel and PowerPoint

• Establish and maintain reporting standards ensuring consistency accuracy and auditability across all team deliverables

• Identify trends surface insights and proactively flag anomalies or risks in sales performance data to leadership

• Consolidate data from various sources to produce unified reporting views

• Support the governance of business metrics that align with organizational definitions

• Oversee a team of three Cross-Sell Data Analysts responsible for identifying cross-sell opportunities within producer books across all business linesCommercial Employee Benefits Retirement & Private Wealth and Personal Lines

• Ensure the cross-sell analytics team is leveraging internal and external data sources including 5500 form data AI-assisted tools and data mining methods to generate actionable producer-ready insights

• Support alignment of cross-sell analytics priorities with enterprise strategy

• Oversee the quality and consistency of cross-sell reporting outputs including pipeline development gap analysis fiduciary exposure identification and fee benchmarking

• Support producer and advisor engagement by ensuring cross-sell analysts are translating data insights into clear compelling recommendations

• Support the evaluation and vetting of new technologies AI tools and applications that enhance sales reporting and cross-sell analytics capabilities

Requirements/Education/Experience

• Bachelors Degree

• 5 years of experience in analytics reporting or sales operations with at least 2 years in a people management or team lead capacity

• Experience with Microsoft Dynamics 365

• Advanced skills with sales pipeline and automation technology with an emphasis on CRM Excel and PowerPoint

• Knowledge of Power Bi and data reporting tools

• Experience managing team of data analysts understanding the organizations data infrastructure ensuring data integrity security and accessibility

• Excellent communication and management skills

• Ability to translate ambiguous business questions into structured analytical problems and clear reporting solutions

• Ability to work in a team environment

• Professional credible and detail-oriented with a high sense of urgency

• Sales customer service mentality/desire to win/ability to understand numbers and communicate them effectively

• Ability to effectively present reporting in easy to digest formats to various leadership and field teams

• High attention to detail with an equally high sense of urgency; professional and credible in all interactions

• Experience managing competing priorities and driving team execution across multiple concurrent workstreams

• Insurance industry experience preferred; familiarity with commercial lines employee benefits retirement or personal lines a plus

Travel

Travel is dependent on the needs and geographic spread of the HUB Regions. On average 0-10% travel to offices within Canada and the US per year as the Manager Sales Reporting and Analytics may be asked to travel throughout the US or cross-border in support of an initiative or to attend a training or meeting.

JOIN OUR TEAM

Do you believe in the power of innovation collaboration and transformation Do you thrive in a supportive and client focused work environment Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization When you joinHUB International you will be part of a community of learners and doers focused on our Core Values: entrepreneurship teamwork integrity accountability and service.

Disclosure required under applicable law in California Colorado Illinois Maryland Minnesota New York New Jersey and Washington states: The expected salary range for this position is $ 110000 to $135000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role we encourage you to submit your application. By doing so we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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