Overview
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The Company
WTW is an award-winning advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.
From the Titanic ship in 1912 to The Moon Buggy in 1971, WTW has a richness in [insurance] history dating back to 1828. Our WTW Regional Delivery Hub based in the heart of Lisbon - encompasses a 400+ strong global team who deliver operational excellence through innovation and streamlined solutions every single day.
The Role
The Sales Operations Business Analyst will align with WTW’s broader Sales Operations and sales analytics strategy to execute requirements for Global FINEX (a team specialized in financial, professional and executive risks). This is an internal-facing role.
Key responsibilities are listed below. There will be a requirement to manage additional sales enabling project-based work as determined by the business.
Main Responsibilities
* Act as a primary point of contact for enquiries and ownership related to the CRM system – including colleague training / support, updating CRM system related to global sales enablement activities
* Support the delivery of global sales enablement processes through data – create target account lists for various surveys, manage clients at risk process (identification, tracking and reporting of revenue at risk scenarios on the CRM system)
* Responsible to produce sales information and pipeline reports utilising data from the CRM system and other sources.
* Design, develop and implement automated systems and processes to manage the data and to improve existing reports
* Responsible for producing data analysis and insights related to client and market segmentation, priority setting & target identification
* Work closely with marketing and sales colleagues to co-ordinate and manage sales campaigns
Qualifications
The Requirements
* The ability to build effective relationships with stakeholders at all levels of an organization
* Strong project management and analytical skills
* Previous experience with data research and sales data analytics
* Ability to identify data inaccuracies and raise issues as required.
* Proficiency in cleansing large data sets and utilizing internal enterprise data sources for mapping requirements.
* Understand the data model applied to business and geography
* Project manage changes required in data models and make suggestions on improvements in communicating analytics
* Experience with Microsoft tools, particularly above-average expertise in Microsoft Dynamics, Power BI, Power query/Excel
* Understanding of CRM systems and data lakes
* Technically savvy
* Team-oriented and collaborative
What’s in it for you?
In WTW, you’ll find a professional yet friendly and easy-going environment in an office based in a fast-growing European capital. Come join a team of dynamic and motivating colleagues!
In Addition To Our Attractive Remuneration Package, We Offer
* Work-life balance. Mobile working or in the office? Flexible working hours? Sure, no problem. Hybrid working is more than just a buzzword for us.
* Monetary benefit. An attractive, performance-related remuneration system.
* Internationality. An international management consultancy and the security of a global corporation with renowned customers.
* Development opportunities. A steep learning curve and sufficient freedom for individual career development: You will dive deep into a variety of topics, both on-the-job and in intensive specialist training.
* Cooperation. Learning from each other and making decisions together, collegial, appreciative, and dynamic.
* Customer contact. Quickly take responsibility.
* Corporate events. Together we celebrate our successes and our community.
Willis Towers Watson is an equal opportunity employer
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Research, Analyst, and Information Technology
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