Work closely with Business Development leaders to define go-to-market strategies, broker partnerships, and other sales strategies.
Conduct detailed analysis of transactional data, broker segmentation, and sales performance.
Provide insights and support for sales forecasting, market penetration, and overall sales strategy development.
Advanced Analytics and Modeling:
Lead the development of predictive models for various metrics, including sales, training effectiveness, and broker performance.
Run commercial simulations and use statistical techniques such as regression models, exponential smoothing, and time-series analysis to forecast and model data.
Perform Pareto analysis, broker segmentation analysis, and other advanced data analytics techniques to support strategic decision-making.
Process Improvement:
Identify areas for operational improvement within the Agent Acquisition department.
Lead and manage process improvement initiatives focused on optimizing agent operations and the overall Business Development pipeline.
Streamline workflows by developing automation solutions using Power Automate and Power Apps.
Data Governance and Quality:
Monitor data quality and ensure the integrity of all reports and dashboards.
Audit transactional data for inconsistencies and inaccuracies, ensuring all reports reflect accurate and up-to-date information.
Reporting:
Fulfill all the department’s data requirements. Regular cadence reporting to on demand data exports.
Create ad hoc reports efficiently and provide to leadership.
Manage Power BI dashboards, visualizations and data models.
Create and manage reports with actionable insights, visualizations, and predictive analytics for real-time decision-making.
Cross-functional Liaison:
Serve as the key liaison between the International Sales & Business Development teams and the MD Office.
Ensure seamless communication between functional sales teams and the technical teams responsible for implementing technology solutions.
Gather reporting requirements from various BD leaders and customize reports to meet business needs.
Training & Knowledge Sharing:
Provide guidance and training on BI tools and reporting processes to the broader BD team and agents.
Ensure continuous knowledge transfer to ensure all team members are empowered to use business intelligence tools effectively.
