Manager, Sales Reporting & Analytics

ABOUT US

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions

Manager, Sales Reporting & Analytics

The Manager, Sales Reporting & Analytics, is a key leadership role within the Sales Enablement organization at HUB International. This individual is responsible for leading a team of analysts—including an Associate Analyst, Analyst, and additional Cross-Sell Data Analysts—who collectively support producer data reporting, cross-sell opportunity identification, CRM operations, and sales enablement initiatives across Corporate and Regional HUBs.

This role is the connective tissue between raw data and executive-level insight. The Manager oversees the integrity, delivery, and strategic use of sales and cross-sell reporting across Microsoft Dynamics 365, Power BI, and related platforms—ensuring that HUB's leadership and producers have the timely, accurate, and actionable intelligence needed to drive revenue growth across all business lines.

The Manager, Sales Reporting & Analytics, reports to the SVP, Sales Enablement and is based out of HUB's corporate headquarters in Chicago.

Responsibilities

Team Leadership & Development

• Lead, coach, and develop a team of six analysts—Jr. Analyst, Associate Analyst, Analyst, and three Cross-Sell Data Analysts—setting clear performance expectations and fostering a high-accountability, growth-oriented team culture

• Assign and prioritize workstreams across the team to ensure timely delivery of sales reporting, cross-sell analytics, CRM projects, and enablement initiatives

• Conduct regular one-on-ones, provide ongoing feedback, and support professional development planning for each team member

• Serve as the primary escalation point for data discrepancies, CRM issues, cross-sell methodology questions, and stakeholder-facing reporting needs

• Identify skill gaps and opportunities to upskill team members in tools including Power BI, Power Automate, Microsoft Dynamics 365, and AI-assisted analytics methods

Sales Reporting & Data Analytics

• Drive the delivery of producer reporting including revenue, pipeline, attrition, prospecting activity, and KPI tracking on a monthly, quarterly, and annual basis

• Support the team in translating complex, multi-source datasets into clear, executive-ready reports and dashboards using Power BI, Excel, and PowerPoint

• Establish and maintain reporting standards, ensuring consistency, accuracy, and auditability across all team deliverables

• Identify trends, surface insights, and proactively flag anomalies or risks in sales performance data to leadership

• Consolidate data from various sources to produce unified reporting views

• Support the governance of business metrics that align with organizational definitions

• Oversee a team of three Cross-Sell Data Analysts responsible for identifying cross-sell opportunities within producer books across all business lines—Commercial, Employee Benefits, Retirement & Private Wealth, and Personal Lines

• Ensure the cross-sell analytics team is leveraging internal and external data sources including 5500 form data, AI-assisted tools, and data mining methods to generate actionable, producer-ready insights

• Support alignment of cross-sell analytics priorities with enterprise strategy

• Oversee the quality and consistency of cross-sell reporting outputs including pipeline development, gap analysis, fiduciary exposure identification, and fee benchmarking

• Support producer and advisor engagement by ensuring cross-sell analysts are translating data insights into clear, compelling recommendations

• Support the evaluation and vetting of new technologies, AI tools, and applications that enhance sales reporting and cross-sell analytics capabilities

Requirements/Education/Experience

• Bachelor’s Degree

• 5+ years of experience in analytics, reporting, or sales operations, with at least 2 years in a people management or team lead capacity

• Experience with Microsoft Dynamics 365

• Advanced skills with sales pipeline and automation technology with an emphasis on CRM, Excel and PowerPoint

• Knowledge of Power Bi and data reporting tools

• Experience managing team of data analysts, understanding the organization’s data infrastructure ensuring data integrity, security and accessibility

• Excellent communication and management skills

• Ability to translate ambiguous business questions into structured analytical problems and clear reporting solutions

• Ability to work in a team environment

• Professional, credible and detail-oriented with a high sense of urgency

• Sales customer service mentality/desire to win/ability to understand numbers and communicate them effectively

• Ability to effectively present reporting in easy to digest formats to various leadership and field teams

• High attention to detail with an equally high sense of urgency; professional and credible in all interactions

• Experience managing competing priorities and driving team execution across multiple concurrent workstreams

• Insurance industry experience preferred; familiarity with commercial lines, employee benefits, retirement, or personal lines a plus

Travel

Travel is dependent on the needs and geographic spread of the HUB Regions.  On average, 0-10% travel to offices within Canada and the US per year as the Manager, Sales Reporting and Analytics, may be asked to travel throughout the US or cross-border in support of an initiative, or to attend a training or meeting.

JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $ 110,000 to $135,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Information Technology

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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