Role Summary

The Sales Market Operations Lead Analyst will be responsible for delivery of Sales Operations assignments/projects in partnership with the U.S. Commercial distribution leadership and broader Client & Growth Services organization. Will contribute to and lead projects and processes that support local market sales initiatives, sales growth meetings, office facilities management and community/charitable events. Responsibilities also include sales and operations analysis and facilitation of market level growth and strategy discussions in conjunction with the local Market Growth Leaders (MGL).

Key Responsibilities:

• Supports sales operations for a dedicated geographic area. Support sales in resolving client inquiries and conducts research to provide product and service information proactively and upon request. Works alongside Market Growth Leader for local market and sales needs.

• Accountable for facilitating Sales Operations discussions and ensuring the appropriate reporting and analysis, including sales activity and sales performance metrics, are available for such discussions. Actively engage in the management process and ensure Market Growth Leader has the insights/data needed for meeting readiness/preparedness. Ability to highlight key elements that may require attention. Supports/facilitates key calls such as Growth and APEX calls, Market Sales Strategy meetings, Market Execution and Activation calls, 1/1 planning etc.

• Provides tracking and oversight of key sales-supporting processes such as: Producer Incentive Plan reconciliation and audit, Optional Services Spend, Producer Business Development/Local Producer Dollar and Community Engagement Spend tracking

• Will serve as a business resource and lead projects or project tasks within a broader project or have accountability for ongoing activities or deliverables to ensure local market initiatives and/or meeting follow-ups are on track, completed timely. To include project management of facility management, community/charitable events and ticket manager while working in partnership with local Admin Professionals, Community Affairs, Field Marketing and Real Estate.

• Helps drive consistency and best practices within the local market while working collaboratively across the segment and broader Client & Growth Services organization.

• Professional execution: demonstrate the ability to be proactive, anticipate needs with strong organizational and communication skills, honor and support confidentiality and work across the Sales team, RSOs and matrix partners.

• May provide support and mentorship to members of the broader Client & Growth Services organization. Works autonomously, only requiring “expert” level technical support from others.

Qualifications

• Bachelor’s Degree and one year of related work/internship experience OR 5 years of related work experience in Sales or Operations is strongly preferred

• Highly skilled in Salesforce, Microsoft Excel and PowerPoint. Experience with Tableau preferred but not required.

• Ability to learn quickly and demonstrate proficiency

• Strong communication skills (verbal, written)

• Looks for innovative ways to complete deliverables

• Organized and experienced in meeting tight deadlines

• Provides insight into key decisions or risks and ways to mitigate them

• Demonstrated strong analytical and problem-solving skills

• Demonstrated ability to drive results required

• Adapts to ambiguous or unfamiliar terrains

• Able to work comfortably with Sales Leadership and matrix partners