Senior Analyst - Marketing Operations

Artex Risk Solutions; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Artex Risk Solutions is seeking a highly organized Business Development Commercial Operations Coordinator to support the Financial Lines function. This role provides operational, administrative, reporting, and project coordination to the Business Development Manager and Financial Lines leadership team.

The individual will drive operational efficiency through reporting, sales administration, project tracking, content governance, CRM support, website coordination, event management, and business

Qualifications

• Bachelor's degree in business, marketing, commerce or related.
• MBA or equivalent advanced degree preferred.
• CRM and reporting proficiency with Power BI and Excel.
• Experience coordinating across international teams and stakeholders.

Responsibilities

• Manage travel, calendars, and trip reports with insights for leadership.
• Coordinate commercial projects, trackers, meetings, and milestones.
• Update sales trackers and produce monthly leadership dashboards.
• Maintain marketing collateral, governance, and version control.
• Coordinate content updates, write/edit insights and presentations.
• Support website content governance and event logistics.
• Maintain CRM data quality and generate pipeline reports.
• Identify opportunities to improve reporting and processes.

Skills

Salesforce

CRM Administration

Gallagher WIN

Power BI

Advanced Microsoft Excel

PowerPoint

Stakeholder Management

Content Governance

Project Coordination

Education

Bachelor's Degree in Business Administration

MBA (preferred)

Tools

Salesforce

Gallagher WIN

Dynamics

Job description

Job Summary

Overview Gallagher Center of Excellence is seeking a highly organized and proactive Business Development Commercial Operations Coordinator to support the Financial Lines commercial function. This role will provide operational, administrative, reporting, and project coordination support to the Business Development Manager and wider Financial Lines leadership team. The individual will play a key role in driving operational efficiency by managing business reporting, sales administration, project tracking, content governance, CRM support, website coordination, event management, and business development activities. The successful candidate will act as a central point of coordination across multiple stakeholders, ensuring key initiatives remain on track, business information is accurate and accessible, and leadership receives timely reporting and insights to support commercial decision-making. The ideal candidate will possess strong organizational skills, attention to detail, stakeholder management capabilities, reporting expertise, and the ability to manage multiple priorities in a fast-paced global environment.

Responsibilities

• Travel Calendar Reporting Administration: Maintain an up-to-date travel calendar, including trips, purpose, stakeholders, and locations. Collect and compile completed trip reports, summarizing key insights, market intelligence, and business opportunities. Prepare management summaries highlighting travel outcomes and actionable insights.
• Project Coordination Commercial Support: Provide administrative and project coordination support for Financial Lines initiatives by maintaining trackers (e.g., LawInsure, Architects/RIBA facility, With Intelligence, Surveyors, FI projects), scheduling meetings, documenting actions, monitoring progress, following up with stakeholders, and supporting the timely delivery of project milestones.
• Sales Reporting Commercial Insights: Update sales trackers with new business data and prepare monthly reports for Financial Lines leadership. Consolidate commercial performance data and provide insights into sales activity, pipeline performance, and progress against business targets. Create leadership dashboards and summaries to support decision-making.
• Marketing Collateral Management: Maintain and administer a core suite of marketing collateral (e.g., product sheets, propositions, flyers, decks). Ensure effective document governance, including version control, naming conventions, storage, and archiving. Coordinate updates with internal stakeholders and maintain a biannual review cycle calendar. Provide design support for minor updates to documents and presentations.
• Content Coordination Development: Coordinate content updates with internal stakeholders, manage review cycles, and support content creation. Assist in writing, proofreading, and editing content such as insights, articles, and presentations. Conduct market research to support thought leadership and business communications.
• Website Digital Content Coordination: Support website content management by coordinating stakeholder inputs, approvals, publication schedules, content reviews, and maintaining governance trackers to ensure accurate and up-to-date digital content.
• Events, Conferences Client Activity Support: Research and coordinate logistics for client/prospect events, including invitations, RSVP tracking, attendee lists, venue and catering arrangements. Prepare collateral and brief packs for events and conferences. Compile attendee/contact lists post-events and ensure follow-up actions are captured and shared.
• CRM Administration Reporting: Maintain CRM data accuracy by updating records, uploading documents, and ensuring proper governance. Generate pipeline and prospecting reports using CRM exports and templates. Support Gallagher WIN adoption and provide reporting insights to stakeholders.
• Process Improvement Documentation: Identify opportunities to improve reporting, tracking, and operational processes, maintain process documentation and templates, support automation initiatives, and ensure consistency and governance across business support activities.

Qualifications

• Education: Minimum Required Degree: Bachelors Degree in Business Administration, Marketing, Communications, Commerce, Management, or a related discipline. Preferred Degree: Masters Degree in Business Administration (MBA), Marketing, Communications, or a related field.
• Certifications / Special Training: Salesforce CRM Certification or CRM Administration Training; Advanced Microsoft Excel and PowerPoint; Microsoft Office Specialist (Excel PowerPoint); Project Management Fundamentals (CAPM/PRINCE2 Foundation or equivalent); Business Analysis or Commercial Operations Training; Digital Marketing and Content Management Training; SharePoint and Document Management Training; Data Reporting Dashboarding (Power BI preferred); Gallagher WIN/SFDC Training (where applicable); Effective Business Communication; Stakeholder Management Training.
• Experience: 3-8 years of experience in Business Development Support, Commercial Operations, Sales Operations, Marketing Operations, Project Coordination, or related function. Experience supporting business development or commercial teams in a professional services environment is preferred. Experience in reporting, project tracking, content management, CRM administration, and stakeholder coordination. Experience working with international teams and stakeholders is preferred. Insurance, financial services, or professional services experience would be advantageous.
• Knowledge: Sales and business development processes. Marketing collateral management and content governance. CRM systems such as Salesforce, Gallagher WIN, Dynamics, or similar platforms. Reporting and dashboard preparation. Project coordination and administrative support methodologies.

Skills

• Salesforce
• CRM Administration
• Gallagher WIN
• Power BI
• Advanced Microsoft Excel
• PowerPoint
• Stakeholder Management
• Content Governance
• Project Coordination