Description
JOB DESCRIPTIONThe Sales Reporting and Analytics Specialist will serve as the primary expert for sales data management, reporting, and analytics. This role is responsible for ensuring the accuracy, reliability, and integrity of sales data across multiple systems, including Salesforce. The specialist will create and maintain routine and ad hoc reports, dashboards, and visualizations to support data-driven decision making. By handling day-to-day reporting and data management tasks, this role enables the Sales Operations Manager to focus on strategic initiatives.
Key Responsibilities:
- Act as the go-to expert for sales data, ensuring accuracy and reliability across all reporting systems
- Create, maintain, and enhance routine and ad hoc reports, dashboards, and visualizations using Salesforce, Power BI, and Excel
- Support Salesforce maintenance and optimization, including user management, routine admin requests, and Salesforce Dataloader management, to improve sales productivity
- Ensure data integrity through regular audits, compliance with company policies, and thorough documentation of processes and procedures
- Provide actionable insights and recommendations to stakeholders, advocating for data-driven decision making
- Manage and optimize internal and external data sources and systems (e.g., Tracker, Bentelligence, AskGMS) to support sales processes
- Collaborate with cross-functional teams to identify reporting needs and implement scalable solutions
- Bachelor's degree in Business, Data Analytics, Information Systems, or a related field (preferred)
- 2+ years of experience in sales operations, data analysis, or a similar role (preferred)
- Experience with Salesforce administration and reporting (preferred)
- Proficiency in Power BI and advanced Excel functions (required)
- Salesforce Administrator Certification or willingness to obtain (preferred)
- Experience with data management best practices and reporting tools (preferred)
ABOUT US
OUR BENEFITS
As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. More details can be found here. Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees:
- Health insurance
- Dental insurance
- Tuition reimbursement
- A company-match 401(k) plan
- Disability insurance
- Life insurance
- Employee referral bonuses
ABOUT COMBINED INSURANCE
Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago, with satellite office in Columbia, SC, Combined is celebrating over 100 years in business. We are committed to making the world of supplemental insurance easy to access and understand. The company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by A.M. Best. We are ranked by VIQTORY as the number one Military Friendly® Employer in 2023 (over $1 billion revenue category), marking Combined's twelfth consecutive year on the Top 10 list. We pride ourselves on approaching all situations with a Positive Mental Attitude (PMA) and encouraging collaboration.
ABOUT CHUBB
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
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