Business Intelligence Operations Associate

Manulife • Tempe, AZ

1d • $56,925 - $94,875 • Hybrid

About The Position

Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go. The role will play a critical role in supporting the sales organization by delivering accurate reporting and operational support. This position assists with core operations for our sales teams and key stakeholders and delivers them reporting needed to drive performance, increase efficiency and empower decision making.

Requirements

• College Degree with at least 1 to 2 years of business experience.
• Proficient with BI Tools, particularly Excel, Power BI, CRM Analytics or Tableau.
• Proficient in Salesforce CRM software and territory admin platforms
• Analytical thinker, inquisitive by nature.
• Detail orientated and able to work in a fast-paced environment.

Responsibilities

• Develop and deliver reporting to our sales teams, key stakeholders and strategic partner firms using our BI Tool suite (Power BI, CRM Analytics, Excel)
• Provide timely, customized ad-hoc reporting and analysis to support sales leadership and decision-making on strategic initiatives
• Assist with the sales organization compensation process, including monthly & quarterly incentives and claw back procedures
• Create and configure Salesforce campaigns to support events, webinars, marketing initiatives that lead to increased sales team outreach efforts
• Aid with trade reconciliation efforts to ensure that transactions are attributed accurately and in a timely manner
• Support sales leadership’s territory planning initiatives by modeling scenarios and implementing new strategies within our territory management tool (SS&C SalesConnect)
• Partner with sales leaders to facilitate advisor transitions, ensuring accurate coverage across territories, teams, and platforms.
• Maintain and update Salesforce data sources, ensuring timely and accurate information for reporting for our end users

Benefits

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.
• Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
• We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level