Manager, Sales Reporting & Analytics
About The Position
The Manager, Sales Reporting & Analytics, is a key leadership role within the Sales Enablement organization at HUB International. This individual is responsible for leading a team of analysts—including an Associate Analyst, Analyst, and additional Cross-Sell Data Analysts—who collectively support producer data reporting, cross-sell opportunity identification, CRM operations, and sales enablement initiatives across Corporate and Regional HUBs. This role is the connective tissue between raw data and executive-level insight. The Manager oversees the integrity, delivery, and strategic use of sales and cross-sell reporting across Microsoft Dynamics 365, Power BI, and related platforms—ensuring that HUB's leadership and producers have the timely, accurate, and actionable intelligence needed to drive revenue growth across all business lines. The Manager, Sales Reporting & Analytics, reports to the SVP, Sales Enablement and is based out of HUB's corporate headquarters in Chicago.
Requirements
- Bachelor’s Degree
- 5+ years of experience in analytics, reporting, or sales operations, with at least 2 years in a people management or team lead capacity
- Experience with Microsoft Dynamics 365
- Advanced skills with sales pipeline and automation technology with an emphasis on CRM, Excel and PowerPoint
- Knowledge of Power Bi and data reporting tools
- Experience managing team of data analysts, understanding the organization’s data infrastructure ensuring data integrity, security and accessibility
- Excellent communication and management skills
- Ability to translate ambiguous business questions into structured analytical problems and clear reporting solutions
- Ability to work in a team environment
- Professional, credible and detail-oriented with a high sense of urgency
- Sales customer service mentality/desire to win/ability to understand numbers and communicate them effectively
- Ability to effectively present reporting in easy to digest formats to various leadership and field teams
- High attention to detail with an equally high sense of urgency; professional and credible in all interactions
- Experience managing competing priorities and driving team execution across multiple concurrent workstreams
Nice To Haves
- Insurance industry experience preferred; familiarity with commercial lines, employee benefits, retirement, or personal lines a plus
Responsibilities
- Lead, coach, and develop a team of six analysts—Jr. Analyst, Associate Analyst, Analyst, and three Cross-Sell Data Analysts—setting clear performance expectations and fostering a high-accountability, growth-oriented team culture
- Assign and prioritize workstreams across the team to ensure timely delivery of sales reporting, cross-sell analytics, CRM projects, and enablement initiatives
- Conduct regular one-on-ones, provide ongoing feedback, and support professional development planning for each team member
- Serve as the primary escalation point for data discrepancies, CRM issues, cross-sell methodology questions, and stakeholder-facing reporting needs
- Identify skill gaps and opportunities to upskill team members in tools including Power BI, Power Automate, Microsoft Dynamics 365, and AI-assisted analytics methods
- Drive the delivery of producer reporting including revenue, pipeline, attrition, prospecting activity, and KPI tracking on a monthly, quarterly, and annual basis
- Support the team in translating complex, multi-source datasets into clear, executive-ready reports and dashboards using Power BI, Excel, and PowerPoint
- Establish and maintain reporting standards, ensuring consistency, accuracy, and auditability across all team deliverables
- Identify trends, surface insights, and proactively flag anomalies or risks in sales performance data to leadership
- Consolidate data from various sources to produce unified reporting views
- Support the governance of business metrics that align with organizational definitions
- Oversee a team of three Cross-Sell Data Analysts responsible for identifying cross-sell opportunities within producer books across all business lines—Commercial, Employee Benefits, Retirement & Private Wealth, and Personal Lines
- Ensure the cross-sell analytics team is leveraging internal and external data sources including 5500 form data, AI-assisted tools, and data mining methods to generate actionable, producer-ready insights
- Support alignment of cross-sell analytics priorities with enterprise strategy
- Oversee the quality and consistency of cross-sell reporting outputs including pipeline development, gap analysis, fiduciary exposure identification, and fee benchmarking
- Support producer and advisor engagement by ensuring cross-sell analysts are translating data insights into clear, compelling recommendations
- Support the evaluation and vetting of new technologies, AI tools, and applications that enhance sales reporting and cross-sell analytics capabilities
Benefits
- health/dental/vision/life/disability insurance
- FSA, HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Manager
