We are looking for a consultative, dynamic and inquisitive Sales Analyst to join our Health & Benefits (H&B) practice in GB and support our sales function by compiling and analysing data to improve sales governance, processes, reporting and forecasting. The successful candidate must have experience of working with Microsoft Dynamic.
The objectives of the role will be to analyse key operational activities across sales and client management within our Health & Benefits practice.
Key elements of this role include:
- Consultative approach with recurring “check-ins” with sales managers/consultants to ascertain how sales opportunities are tracking against plan and identify any problems for internal review and problem solving.
- CRM sales champion for H&B GB; liaising with central client relationship (CRM) and H&B country/region sales and providing training to sales consultants.
- Power BI champion for H&B GB to provide sales reporting and MI.
- Sales campaigns/events champion to provide support and analysis.
- Collaboration with other departments and senior colleagues to identify business-wide goals and potential.
- Refine customer segmentation, assist with territory management, and create a plan to enhance renewal and upsell process.
- Set up dashboards and reports, both in CRM and beyond, to track sales operations and cross-functional efficiencies, and identify areas for improvement.
- Provide input to significant business changes which will have an impact on sales forecasting and revenue reconciliation in H&B GB.
- Undertake business testing/UAT for new instances or functionality changes which impact H&B GB sales.
- Set up dashboards and reports, both in CRM and beyond, to track sales operations and cross-functional efficiencies, and identify areas for improvement.
- Ad-Hod tasks as requested by Senior Management.
What can we offer you?
The opportunity to develop a broad range of skills, working alongside a diverse, dynamic and collaborative team. In return you will be rewarded with a competitive salary and a comprehensive benefits package including; a pension scheme, life insurance, medical insurance, eye care vouchers and flexible benefits including critical illness cover, dental cover and many other options.
Office location: This role will be based out of our London office (Tuesday and Thursday) working hybrid.
The Requirements
- Strong verbal communication skills with a consultative approach and strong written communication skills
- Experience of sales analysis within a financial services company
- Strong knowledge of word processing, spreadsheet, database and presentation software – Must have experience of Microsoft Dynamic and ideally Power BI
- Experience of working in a sales environment within the Financial Services dealing with large volumes of data
- Sales analysis experience within Health and Benefits would be a distinct advantage
- Advanced problem-solving and analytical skills
- High level of organisation and detail-orientation
- Strong work ethic and willingness to take initiative
- Good attitude toward teamwork as well as the ability to work independently
- Demonstrated ability to multi-task and prioritise
- Excellent time management skills
At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.
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