Sales Performance Coordinator
HUB International
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Benefits offered by this job
Job summary
HUB International in Chicago seeks a Sales Performance Coordinator to own recurring processes, data handling, vendor administration, and documentation for Sales Force Development programs. The role emphasizes process ownership and execution rather than content creation.
You will support program logistics, surveys, data prep, and AI-tool hygiene while collaborating with a team focused on growth and client service.
Qualifications
- 1–3 years in operations, program coordination, or admin roles.
- Experience drafting with Claude or similar AI tools.
- Strong detail orientation and tracker ownership.
- Proficient with design tools (Canva, PowerPoint).
- Proficient Excel skills for multi-source data (VLOOKUP/XLOOKUP).
- Experience importing and reconciling data exports.
Responsibilities
- PSP intake process ownership and status tracking.
- Vendor seat allocation and renewal tracking.
- Document naming and versioning stewardship.
- Survey issuance, data cleaning, first-pass tables.
- Claude project hygiene and testing before go-live.
- Budget/expense support and reconciliation.
- Coach onboarding cadence and resource provisioning.
- Event support and logistics.
- Media assets creation to support programs.
- Marketing/awareness tasks for program wins.
Skills
Education
Tools
Job description
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 one of the largest 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.
The Sales Performance Coordinator is the operational backbone of the team: the person who owns the recurring processes, data handling, vendor administration, and documentation that keep Sales Force Development's (SFD) programs running cleanly. Program and event support (media assistance, logistics, survey distribution) rounds out the role, but the core of the job is process and execution ownership, not content creation.
- Serves as the day-to-day owner of the PSP application intake process, including the conditional-logic form and status tracker.
- Processes incoming applications, flags exceptions or misclassifications, and routes questions to the appropriate Sales Programs lead.
- Keeps the PSP repository current and audit-ready.
- Manages seat allocation and enrollment tracking for SFD's vendor tools (AuctusIQ, Hyperbound, Cornerstone LMS).
- Monitors utilization against contracted seat counts and flags underuse or overage.
- Tracks renewal dates and prepares renewal briefing notes ahead of contract deadlines.
- Maintains naming and versioning discipline across SFD materials (Enterprise Protection Strategy (EPS) modules, Skills Week decks, case study backgrounders, and similar assets).
- Owns the SharePoint/OneDrive file structure and ensures the version in circulation is always the current one.
- Publishes and distributes surveys (Kirkpatrick L1/L2 and program-specific instruments) on schedule.
- Cleans raw survey exports and builds first-pass data tables for review.
- Analysis and interpretation of results for coach-facing reports remain with Sales Performance Operations; this role prepares the data, it does not own the conclusions.
- Performs routine upkeep on SFD's live Claude Projects.
- Tests changes before they go live and serves as first point of contact when a coach reports a tool issue.
- Escalates substantive changes in scoring logic, framework mapping, or program content to the relevant program owner rather than making those calls independently.
- Tracks vendor invoices against budget and helps reconcile vendor expenses.
- Supports expense report preparation and flags discrepancies for review.
- Owns the repeatable onboarding cadence for new coaches: scheduling, resource kits, and system access, on a recurring basis rather than built fresh each time.
These duties support the broader team but are not the primary basis for evaluating this role.
- Assists with event planning and supplies across SFD programs (not limited to any single program).
- Produces first-draft artwork, diagrams, and simple video assets using Claude and approved AI tools, primarily to support the Instructional Media Specialist rather than to replace that function.
- Publishes and sends surveys and assists with internal advertising of SFD programs and wins.
- Administration of CERKL, SFD newsletter, Seismic, workshop reminders.
- 1–3 years in an operations, program coordination, or administrative role; corporate training environment a plus but not required.
- Comfortable working in Claude or similar AI tools for drafting, data cleanup, and first-draft creative work.
- Strong attention to process detail; comfortable owning a tracker or repository without daily oversight.
- Basic proficiency with design tools (Canva, PowerPoint, or similar) for artwork and diagram support.
- Proficiency in Microsoft Excel, including formulas, pivot tables, VLOOKUP/XLOOKUP, and conditional formatting for large, multi-source datasets
- Experience importing, cleaning, and reconciling data exports from business systems into structured formats
- Organized communicator who can flag exceptions and escape appropriately rather than guessing.
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.
The expected pay range for this position is $25.00/hr- $33.00/hr 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. HUB International is proud to offer comprehensive benefit and total compensation packages: 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 Sales
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
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.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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