Partnership Strategy & Analytics, Principal
Core
Develop strategic plans, drive partnership business development, and manage performance reporting to ensure growth and profitability for the insurance/financial services business.
Role type
Principal partnership strategy & analytics lead
Builds
Strategic plans, integrated business plans, partnership initiatives, and management reporting
Domain
Insurance / Financial Services / Corporate Strategy
Required skills
Strategic planning, financial analysis, management reporting, partnership business development, market trend analysis, budget planning, sales target setting, performance monitoring, business opportunity identification, sales incentive scheme design, internal controls, data analysis, financial modeling, presentation development
Preferred skills
CPA, MBA, innovative thinking, curiosity, courage to propose new ideas, strategic mindset, analytical mindset, growth mindset, self-motivation, result-orientation, time management, pressure management, multitasking, teamwork, MS Excel, PowerPoint
Technologies
MS Excel, PowerPoint
Responsibilities
Formulate overall partnership (PD) strategy and integrated business plans with sales channels; Lead and drive new partnership business development; Manage strategic plan development, budget planning, forecasting, and sales target setting; Provide and manage management and performance reporting with insightful analysis; Analyze performance across revenue and expenses to identify business opportunities; Monitor business initiatives and provide timely updates; Observe market trends to identify opportunities and challenges; Collect and analyze market needs from various sources to formulate business plans; Define and develop sales incentive schemes for sales channels; Ensure compliance with local budget and expense guidelines.
Seniority
Principal, strategy & mentorship