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