Hubinternational
Cross-Sell Data Analyst
Omaha, NE
Sponsorship not specifiedDetected 9 hours ago
RESTData AnalysisData VisualizationAccessibilityCRMSalesExcelLeadershipOrganizational SkillsMicrosoft Office
About the role
- Do you love digging into data to find the story it's telling?
- The Cross-Sell Data Analyst is a key driver behind our region's cross-sell strategy.
- Our Vision: To be everywhere risk exists - today and tomorrow.
Responsibilities
- Create and maintain sales reports and dashboards (Power BI, Excel) tracking pipeline velocity, conversion rates, and revenue impact.
- Manage CRM data integrity, lead-tracking workflows, and sales operations tools.
- Administer cross-sell resources and documentation to support team consistency and enablement.
- Serve as backup to the Strategic Resource Manager and build relationships with producers and stakeholders.
- In this role, you'll dig into producers' books to uncover cross-sell opportunities, build the reports and dashboards that keep leadership informed, and keep our CRM data clean and reliable.
- You'll partner closely with the Strategic Resource Manager, national business teams, and producers across the region to turn data into action.
Requirements
- Bachelor's degree or equivalent experience
- Experience with a CRM system, preferably Microsoft Dynamics
- Strong technology literacy with the ability to quickly learn new software and systems
- 3-5 years' experience in sales operations, data analysis, or administrative support
- An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
- Proficient to advanced skills in Microsoft Office Suite, with strong emphasis on Excel and data reporting
- strong data management and analytical skills
- Highly organized with strong attention to detail, multi-tasking ability, and an inherent sense of urgency
- Creative problem solver able to break complex data or process issues into clear, actionable steps
- What makes us different than all the rest?
- Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.
- Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.
- Our Core Values:
Nice to have
- insurance industry experience a plus
Benefits
- Medical/dental/vision/life insurance
- Health Savings Account
- Life and disability Plans
- At HUB, we value education, innovation, and continuous learning, and we're excited to support you on your career journey.
Company info
- To protect and support the aspirations of individuals, families and businesses.
- To empower our employees to learn, grow and make a difference in their communities.
- Entrepreneurship: We encourage innovation and educated risk-taking.
- Integrity: We do the right thing every time.
- Teamwork: We work together to maximize results.
- Accountability: We measure and take responsibility for outcomes.
- Service: We serve customers, communities and colleagues.
- We are the perfect fit if you:
- Get genuine satisfaction from turning raw data into a clear story
- Are seeking a progressive work environment at a rapidly growing organization
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business
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