Sales Reporting & Analytics Specialist jobs in United States
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Chubb · 1 month ago

Sales Reporting & Analytics Specialist

Chubb is a leading company in the finance systems domain, and they are seeking a Sales Reporting and Analytics Specialist. This role is responsible for managing sales data accuracy and integrity, creating reports and dashboards, and supporting data-driven decision making for the sales team.

Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management

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

Qualification

SalesforcePower BIData analysisAdvanced ExcelSalesforce Administrator CertificationData management best practices

Required

Proficiency in Power BI and advanced Excel functions

Preferred

Bachelor's degree in Business, Data Analytics, Information Systems, or a related field
2+ years of experience in sales operations, data analysis, or a similar role
Experience with Salesforce administration and reporting
Salesforce Administrator Certification or willingness to obtain
Experience with data management best practices and reporting tools

Benefits

Comprehensive benefits package
Discretionary annual incentive program

Company

Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.

Funding

Current Stage
Public Company
Total Funding
$10.25B
Key Investors
Berkshire Hathaway
2025-08-04Post Ipo Debt· $1.25B
2024-07-29Post Ipo Debt· $1.3B
2024-05-15Post Ipo Equity· $6.7B

Leadership Team

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Annmarie Dugan Hagan
CFO Operations Technology & Transformation Chubb Group
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John Keogh
President & Chief Operating Officer
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Company data provided by crunchbase