About this role
We are seeking a dynamic and analytical professional to support Sales Operations and FP&A functions within the Insurance Business Unit. This role will drive strategic initiatives, pipeline tracking, executive reporting, and business performance analysis, enabling data-driven decision-making and growth acceleration.
Sales Operations:
• Own end-to-end pipeline tracking, reporting, and dashboarding (SFDC). • Collaborate with Sales head, Sales team, AM/CE, and Growth Office to ensure pipeline accuracy and deal prioritization. • Drive monthly/quarterly sales reviews, growth calls, and executive engagement tracking. • Educate sales teams on best practices and process adherence. • Monitor OKRs, wins, and strategic initiatives progress.
FP&A & Strategic Insights:
• Support budgeting, forecasting, and target setting aligned with BU goals. • Deliver monthly/quarterly business review presentations to senior leadership. • Provide proactive business health alerts and strategic recommendations. • Align solution pipeline with BU strategy and track development, GTM, and implementation metrics.
Strategy Formation & Initiatives:
• Partner with Sales head to define and refine strategy and growth priorities. • Drive strategic planning cycles and translate business goals into actionable initiatives. • Create frameworks to monitor progress of strategic programs and transformation efforts. • Develop dashboards and reports to illuminate progress on key business initiatives • Facilitate cross-functional collaboration to ensure strategic alignment and execution. • Support strategic account planning by providing data-driven insights and growth opportunities. • Partner with Sales team to develop account strategies aligned with BU goals. • Track progress of named accounts and large deals to ensure strategic alignment. • Facilitate prioritization of accounts based on revenue potential, strategic importance, and engagement level. • Contribute to long-term planning and market research to identify whitespace and expansion opportunities.
Cross-functional Collaboration:
• Coordinate with multiple teams to ensure data accuracy and timely execution. • Drive weekly sales meetings and closure of action items. • Support Customer Satisfaction Survey analysis and reporting.
• MBA or equivalent degree in Finance, Strategy, or Business Analytics • 8+ years of experience in Sales Operations, FP&A, or Strategic Planning roles • Proven experience in managing executive-level reporting and business reviews • Hands-on experience with Salesforce, Tableau, or other BI tools • Exposure to Insurance or Financial Services domain • Strong understanding of OKRs, budgeting cycles, and strategic planning frameworks • Experience in managing cross-functional projects and stakeholder alignment