Sales Reporting & Data Strategy
Core
Lead the development and execution of Employee Benefits data, reporting, and insights strategy to drive commercial performance management and sales operating reporting.
Role type
Manager or Director, Business Strategy & Data Governance
Builds
Integrated views of sales results, pipeline, and commercial performance; multiyear data and reporting roadmaps
Domain
Insurance (Employee Benefits) + Commercial Data Strategy
Deliverable
dashboards & analysis
Required skills
Commercial acumen, data strategy, reporting governance, stakeholder management, roadmap planning, KPI definition, data modernization, AI/automation strategy
Preferred skills
Experience leading data teams, advanced analytics expertise, change management
Technologies
Dashboards, reporting tools, data platforms, AI/automation frameworks
Responsibilities
Own the strategy and roadmap for sales operating reporting; Establish an integrated view of commercial performance; Define reporting requirements for sales leaders and executives; Develop consistent commercial reporting hierarchies; Partner with Sales Operations to establish KPIs and performance routines; Translate commercial data into actionable insights; Develop the Employee Benefits data and reporting strategy; Establish governance processes for data and analytics initiatives; Serve as the primary liaison between business and technology/data teams
Seniority
Manager or Director level, determined by experience and scope