Reinsurance Operations Analyst supporting excess reinsurance treaties for Sun Life's internal and external customers. Focus on reporting accuracy, timely settlements and compliance with treaties.
About the role
- Principal Specialist in Sales Operations enabling a high-performing Sales organization through data-driven analysis and strategic recommendations. Leading sales process optimization and collaboration across teams.
Responsibilities
- Lead analysis of sales performance, pipeline and activity data to identify trends, risks and opportunities that shape commercial decisions and sales priorities.
- Produce accurate and timely forecasting in partnership with Sales Leadership, improving predictability through better data quality, pipeline visibility and process discipline.
- Champion CRM excellence by ensuring data accuracy, usability and adoption; train Sales teams on best practices and lead ongoing enhancement of workflows, fields & processes.
- Drive continuous improvement of sales processes by identifying inefficiencies, eliminating friction, introducing automation and ensuring cross-functional alignment across Sales, Marketing, Finance and Product.
- Provide strategic recommendations to Sales Leadership on sales operations strategy and revenue optimization initiatives.
- Design, maintain and evolve the sales territory model in partnership with Vertical Leaders to maximise GTM effectiveness and reflect market demand; manage territory changes.
- Lead and drive major internal business initiatives focused on sales operations transformation, process optimization, and cross-functional integration to support organizational growth objectives.
- Manage operational policies and sales enquiries related to rules of engagement, account and lead allocation, ensuring clarity and consistent application across the organisation.
- Partner with Finance and Commissions to ensure month-end processes are completed accurately and on time, with the correct inputs for compensation and reporting.
- Oversee end-to-end systems and data processes for starters, movers and leavers within Sales, ensuring smooth onboarding, access and territory/account transitions.
Requirements
- Experience in Sales Ops, Enablement, Support, or Commercial Enablement.
- Growth mindset; proactively identifies and tackles challenges.
- Strong analytical skills with excellent attention to detail.
- Advanced Microsoft Excel and Office skills.
- Hands-on Salesforce experience; reporting, dashboards, and CRM administration.
- General understanding of Marketing, Finance, and Product operations.
- Comfortable interpreting data and translating into actionable insights, with strong commercial awareness of market positioning and competitive landscape to inform strategic recommendations.
- Works collaboratively across teams.
- Thrives in fast-paced, growth-focused environments.
- Strong communication skills; able to influence and build alignment.
Benefits
- Flexible working arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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