Sales Reporting & Data Strategy

** Position Summary
** The Manager or Director, Sales Reporting & Data Strategy will lead the development and execution of the Employee Benefits data, reporting, and insights strategy, beginning with sales operating reporting and commercial performance management.

This leader will establish the reporting capabilities, metrics, and operating rhythms needed to help Distribution and Employee Benefits leadership understand performance, identify opportunities, and take action. Initial priorities will include creating an integrated view of sales results, pipeline, activity, persistency, product and segment trends, producer performance, and progress against business plans.

Building from this commercial reporting foundation, the role will oversee the broader Employee Benefits data and reporting strategy, governance model, and portfolio of data, analytics, AI, and automation priorities. This individual will serve as the primary business liaison among Employee Benefits leaders and Technology, Enterprise Data, Analytics, and AI teams—ensuring business needs are translated into clear requirements, prioritized against enterprise capabilities, and governed through a transparent roadmap.

This is a business strategy and enablement role, not a technology delivery or data engineering function. The role will define what the business needs, establish priorities and governance, and partner with technical teams responsible for architecture, platforms, engineering, and solution delivery.

The successful candidate will combine commercial and operational acumen with data and reporting expertise. This individual must be able to establish a long-term vision while also driving practical improvements that increase confidence in the information used to run the business.

This is initially a highly visible individual contributor role with the potential to build and lead a broader reporting and data strategy team as the capability matures. The final level—Manager or Director—will be determined based on the selected candidate’s experience, demonstrated leadership, and scope of prior responsibility.
** Key Responsibilities
**** Sales Operating Reporting and Commercial Insights
*** Own the strategy and roadmap for sales operating reporting across Employee Benefits.
* Establish an integrated view of commercial performance across sales results, pipeline, activity, persistency, product, segment, region, broker, producer, and representative performance.
* Define the reporting and insights required by sales representatives, regional leaders, Distribution leadership, and senior Employee Benefits executives.
* Develop a consistent hierarchy of commercial reporting, from individual representative dashboards and regional business plans through executive-level performance reporting.
* Partner with Sales Operations and Distribution leaders to establish KPIs, targets, scorecards, reporting cadences, and performance-management routines.
* Translate commercial data into actionable insights that help leaders identify performance gaps, prioritize opportunities, and drive specific sales behaviors.
* Ensure reporting supports sales planning, pipeline management, coaching, performance discussions, and resource allocation.
* Reduce manual, duplicative, and inconsistent sales reporting by establishing common definitions, reporting standards, and trusted data sources.
* Move commercial reporting from retrospective performance updates toward forward-looking insights, opportunity identification, and decision support.
* Drive adoption of dashboards and reporting tools by embedding them into business processes and leadership routines.
** Employee Benefits Data and Reporting Strategy
*** Develop and own the Employee Benefits data, reporting, and insights strategy…