Senior Data Analyst, Sales Effectiveness

AXA Group; Exton (PA); On-site; USD 90,000 - 130,000; Full time

Job summary

AXA XL in the Americas Marketing team is seeking a Senior Data Analyst, Sales Effectiveness, to translate broker, client, pipeline, and engagement data into actionable insights that strengthen sales readiness and inform targeted marketing activity.

Reporting to the Head of Marketing, Americas, you will collaborate across Marketing, Distribution, Product, Underwriting, Compliance, operations, and analytics teams to deliver data-driven dashboards, reports, and recommendations using Salesforce/CRM,

Qualifications

• Detail-oriented, analytical mindset.
• Experience with data analysis, reporting, and insights.
• Ability to translate data into actionable recommendations.
• Familiarity with Salesforce/CRM and BI tools.

Responsibilities

• Serve as go-to analytical resource for sales effectiveness across Distribution, Marketing, strategic broker and client relationships, and key growth initiatives.
• Collaborate to execute programs that improve sales readiness, strengthen client and market intelligence, and measure the impact of marketing and sales effectiveness initiatives.
• Produce data-driven insights and recommendations to identify opportunities to go to market more effectively and grow the business.
• Develop and manage recurring reports and dashboards, including monthly broker reports, sales readiness metrics, campaign performance, follow-up activity, and ROI indicators.
• Transform data into clear, compelling insights using Salesforce/CRM, Power BI, Excel, and PowerPoint.

Skills

Analytical skills

Data-driven insights

Tools

Salesforce/CRM

Power BI

Excel

PowerPoint

Job description

Senior Data Analyst, Sales Effectiveness

Exton, PA, Philadelphia, PA, or New York, NY

Our Marketing function supports AXA XL’s business goals by driving a high level of external market visibility for our people, products, expertise, services, innovation and thought leadership, especially among the clients, brokers and industries we serve. We build and promote AXA XL’s commercial insurance business by proactively shaping and executing integrated marketing plans that are closely aligned with the company strategy, growth ambitions, and commitment to advancing Go-to-Market Excellence. We execute our marketing plans across different channels and leverage a variety of digital tools to strengthen market engagement, improve sales readiness, and deliver measurable business impact.

We are seeking a detail-oriented, analytical, and collaborative Senior Data Analyst, Sales Effectiveness, to support the Americas sales effectiveness function through high-quality data analysis, reporting, market and client intelligence, and operational execution. This role is part of the Americas marketing team and will help translate broker, client, pipeline, campaign, and engagement data into actionable insights that strengthen sales readiness, improve follow-up, inform targeted marketing activity, and support profitable growth across AXA XL’s commercial insurance business.

This role will report to the Head of Marketing, Americas and work closely with Americas Client & Distribution, Marketing, Product, Underwriting, Compliance, Operations, Finance, Legal, Claims, and Innovation, Data & Analytics teams.

What you’ll be DOING

What will your essential responsibilities include?

• Serve as a go-to analytical resource for the sales effectiveness function, supporting data, planning, reporting, and insights across Distribution, Marketing, strategic broker and client relationships, and key growth initiatives.
• Work closely and support the Senior Marketing Manager, Sales Effectiveness, to help execute programs that improve sales readiness, strengthen client and market intelligence, and measure the impact of marketing and sales effectiveness initiatives.
• Support broker and client management teams by producing data-driven insights, metrics, and recommendations that identify opportunities to go to market more effectively and grow the business.

Additional specific areas include:

• Client and Market Intelligence
  • Oversee the preparation of client and broker meeting materials by compiling relevant relationship data, market intelligence, business priorities, and post-meeting follow-up insights.
  • Monitor market insights, broker activity, client engagement, and competitive intelligence to help translate trends into sales-ready messaging, playbooks, and targeted outreach opportunities.
  • Work with Marketing and Distribution partners to support targeted broker/client campaigns, using data to define audiences, measure performance, optimize activity, and improve follow-up through CRM discipline.
• Data Insights, Reporting and Analytics
  • Analyze broker, client, pipeline, campaign, event, and engagement data to identify trends, opportunities, and actions that support segment growth, broker/client development, and sales effectiveness priorities.
  • Produce and manage recurring reports and dashboards, including monthly broker reports, sales readiness metrics, campaign performance, follow-up activity, and ROI indicators for sales effectiveness and marketing initiatives.
  • Leverage Salesforce/CRM, Power BI, Excel, PowerPoint, and other tools to transform data into clear, compelling insights