Lead the Performance Management team to deliver performance insights and reporting for CAS.
Work with sales leaders to develop and manage the sales plans for each business.
Build and evolve a reporting ecosystem covering: Sales and financial performance, operational tracking for sales productivity and client experience, Risk & Compliance metrics in partnership with risk teams.
Own executive-level reporting, including Quarterly Function Reviews (QFR) and support for Quarterly Business Reviews (QBR).
Track, measure, and monitor performance against sales plans and maintain CAS KPIs aligned to growth objectives.
Enhance advisor/agent-level reporting and expand reporting support for Pinnacle and FSC.
Support sales leaders and HR with sales compensation and incentive programs.
Collaborate with CAS leaders and key stakeholders to ensure alignment around reporting and shared success.
Drive innovation and continuous improvement, leveraging AI and analytics to improve efficiency and insights.
Requirements
10+ years of experience in sales performance management, analytics, or similar leadership roles in complex organizations.
Strong background in financial analysis and data management.
Experience creating financial and performance models.
Proficiency with data and reporting tools, including managing large data sets and building dashboards in tools like Power BI.
Proven leadership experience, including managing teams.
Expertise in turning data into actionable insights that drive business growth.
Experience defining and managing sales targets and KPIs, and tracking performance across large, complex sales organizations.
Understanding of sales operations, including financial reporting, performance metrics, and incentive program design and administration.
Ability to build strong relationships and collaborate across multiple teams and levels.
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