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    Senior Business Analyst - San Francisco, United States - WTW

    WTW
    WTW San Francisco, United States

    2 weeks ago

    Default job background
    Full time
    Description

    Join Our Team as a Senior Business Analyst – Shape the future of our commercial operations at WTW

    We are seeking a motivated and detail-oriented Business Analyst to join our dynamic commercial team. The Business Analyst will play a crucial role in supporting various activities within the sales organization, including forecasting, sales reporting, data analysis, and client analysis. Additionally, this role will be contributing to strategic and operational initiatives and coordinating with various stakeholders across the organization to support both the regional Commercial Leader and North American Practice Leader.

    What You'll Do:

    This is a unique opportunity to join an accelerating sales team and help shape the future of our commercial organization. Your attention to detail, experience gathering, organizing, and collating data from various sources will inform key business decisions on how and where we allocate resources and make smart data driven decisions that will support our ambitious growth targets in North America.

    The Role

    Revenue Forecasting:

  • Work closely with the Practice Leader and finance stakeholders to develop revenue forecasts.
  • Gather input from sales teams, market trends, and financial data to inform revenue projections.
  • Prepares revenue and pipeline composition analytics for sales and leadership team meetings.
  • Supports and coordinates regular key deal review and forecast calls.
  • Participate in budgeting and planning processes to align revenue forecasts with overall financial objectives.

    • Sales Forecasting:

  • Assist with pipeline management processes, improve CRM pipeline hygiene and accuracy.
  • Analyze win/losses to identify areas for improvement in the sales process.
  • Regularly review and refine forecasting models to improve accuracy and reliability.
  • Contribute to the development of sales forecasts based on historical data and market trends.
  • Evaluate the sales pipeline and identify bottlenecks or opportunities for improvement.
  • Support with coordination of new business prospecting activities

    • Sales Reporting:

  • Compile and analyze sales data to generate insightful reporting and surface trends for management review.
  • Identify key performance indicators (KPIs) and track sales metrics to assess performance against targets.
  • Prepare and present reports detailing sales trends, opportunities, and challenges.

    • Data Analysis:

  • Conduct in-depth analysis of sales and revenue data to identify patterns, trends, and opportunities for improvement.
  • Work cross-functionally with other departments to gather and analyze data relevant to sales operations.
  • Provide actionable insights to support decision-making and strategic planning.
  • Analyze data to draw business-relevant conclusions and in data visualization techniques and tools.

    • Client Analysis and Sales Planning:

  • Supports Annual and Quarterly Sales, Account and Business planning processes.
  • Assist in analyzing client behavior, preferences, and purchasing patterns.
  • Collaborate with the marketing and sales team to identify upsell and cross-sell opportunities based on client analysis.
  • Analyzes client retention rates and identify strategies to improve them.

    • Strategic Collaboration:

  • Act as a trusted advisor to the Practice Leader, providing strategic support and operational guidance.
  • Assist in coordinating and prioritizing initiatives and projects within the organization.
  • Support the completion of varied projects such as new product launches, marketing initiatives and new market penetrations.
  • Serve as a liaison between the Practice Leader and other departments, facilitating communication and alignment on key objectives.
  • Contribute to the development and implementation of organizational strategies and initiatives.

    • Key Metrics

  • Sales and Revenue forecast accuracy
  • Improvement in Win Rates
  • Improvement in Pipeline Velocity

    • Top Competencies Required

  • Effective Communication
  • Attention to Detail
  • Driving Excellence
  • Innovation
  • Business Acumen
  • Growth Mindset
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