Sales Operations Analyst

Brotherhood Mutual Careers•Fort Wayne, IN

12h•Onsite

About The Position

The Sales Operations Analyst assists sales personnel and sales management with project tasks involving the development, design, automation, compilation, preparation, analysis, summarization, and testing of information for sales, operational, and financial needs. The role collects, evaluates, and analyzes sales information and provides observations and recommendations to sales management and staff, agents, and other Brotherhood Mutual departments. The position supports sales growth and business performance through actionable analysis, reporting, dashboards, workflow reviews, presentations, and collaboration on business development initiatives. The description notes that the role requires familiarity with church operations and conduct appropriate to Brotherhood Mutual’s church and related ministries market. The position description is not an exhaustive list of duties, and the employment relationship is at-will.

Requirements

Bachelor’s degree in business, finance, statistics, or a related field.
Two to four years of general business, insurance, or financial industry-related experience, including research, qualitative or quantitative business analysis, data mining, or related experience.
Ability to plan, manage, and administer complex research projects.
Good interpersonal skills and ability to interact with all levels of administration and management.
Solid research, organizational, analysis, and summarization skills.
Excellent customer service, time management, and analytic skills.
Effective verbal, written, and listening communication skills.
Ability to interface effectively with external contacts, Brotherhood employees, managers, and department staff members.
Familiarity with church operations and the ability to conduct oneself in a manner that will not alienate or offend people in the church and related ministries market.

Nice To Haves

Master’s degree.
Thorough knowledge of company systems and workflow.

Responsibilities

Understand objectives, business strategies, and key performance indicators to provide actionable information and analysis supporting sales growth and business performance.
Identify data trends, discrepancies, and financial information and recommend business solutions to the management team.
Work with interdepartmental teams, including R&D, Compliance, Underwriting, ERM, BI, Finance, and Marketing, on collaborative data analysis projects.
Review operational workflows, document findings, and provide recommendations to sales management.
Serve as a subject matter expert in data analysis and the use of technology.
Conduct complex analysis using various IT platforms to maximize efficiency and accuracy.
Develop and provide ad hoc and scheduled reporting to sales management and related business areas.
Create sales dashboards, improve existing dashboards, and disseminate information daily.
Develop presentations that communicate analytical findings.
Partner with interdepartmental teams and technology vendors to implement business development initiatives.
Assist with project deadlines and schedules.
Complete other projects as assigned.