Senior Data Analyst, Sales Effectiveness

AXA Group; Exton, Northern (PA, KY); Hybrid; USD 76,000 - 126,000; Full time

Benefits offered by this job

Flexible working arrangements

Diversity & inclusion initiatives

Learning and development opportunities

Job summary

AXA XL in Exton, PA (also referenced with Philadelphia and New York options) seeks a Senior Data Analyst, Sales Effectiveness, to translate broker, client, and campaign data into actionable insights that strengthen sales readiness and drive growth.

You will produce recurring reports and support CRM-driven analytics, partnering with Marketing, Distribution, Product, Underwriting, and Operations to improve go-to-market performance.

Qualifications

• Bachelor’s degree in business, marketing, analytics, data science, finance, or communications.
• Experience in an analyst, sales effectiveness, marketing operations, project management, or similar role.
• Proficiency with Excel, Power BI, Salesforce/CRM, and PowerPoint.

Responsibilities

• Serve as a go-to analytical resource for data, planning, reporting, and insights across sales, distribution, marketing, and growth initiatives.
• Support programs that improve sales readiness, client and market intelligence, and measure marketing effectiveness.
• Produce data-driven insights and recommendations to identify go-to-market opportunities and grow the business.
• Oversee client and broker meeting materials with relevant data, market intelligence, and post-meeting follow-up insights.
• Monitor market insights, broker activity, client engagement, and translate trends into sales-ready messaging and playbooks.
• Create dashboards and reports in CRM, Power BI, and Excel for stakeholders.

Skills

Analytical mindset

Project management

Communication skills

Collaboration

Multi-stakeholder coordination

Education

Bachelor’s degree in Business, Marketing, Analytics, Data Science, Finance, Communications, or related field

Tools

Excel

Power BI

Salesforce/CRM

PowerPoint

MS Office Suite

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 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.
• 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, executive-ready materials, and practical recommendations for business stakeholders.
• Sales Operations and Project Support
• Support strategic initiatives and continuous improvement efforts across the Americas sales effectiveness function, including process enhancements, reporting automation, and data quality improvements.
• Maintain organized reporting processes, documentation, and version control to ensure data, materials, and insights are accurate, accessible, and reusable across teams.
• Provide project support for assigned sales effectiveness, marketing, distribution, and operational initiatives, ensuring deliverables are completed on time and aligned to business priorities.

What you will BRING

We’re looking for someone who has these abilities and skills:

Desired Skills and Abilities

• Bachelor’s degree in business, Marketing, Analytics, Data Science, Finance, Communications, or a related field.
• Some experience in an analyst, sales effectiveness, marketing operations, project management, distribution operations, or similar business support role.
• Robust proficiency with Excel, PowerPoint, Salesforce/CRM, Power BI, and Microsoft Office Suite; experience with marketing technology, reporting automation, or data visualization tools preferred.
• Analytical mindset with the ability to interpret data, identify patterns, translate findings into practical recommendations, and communicate insights clearly to business audiences.
• Proven project management, organizational, and problem-solving skills; able to manage multiple priorities, meet deadlines, and work with minimal supervision.
• Excellent written and verbal communication skills, with the ability to create clear reports, presentations, dashboards, and executive-ready summaries.
• Collaborative team player who can build relationships across Marketing, Distribution, Product, Underwriting, Operations, Finance, Legal, Compliance, Claims, and Innovation, Data & Analytics.
• Resourceful, detail-oriented, solutions-focused, and committed to continuous learning and process improvement.

Who WE are

AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don’t just provide re/insurance, we reinvent it.

By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business – property, casualty, professional, financial lines and specialty.

With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.

Learn more at axaxl.com.

What we OFFER

Inclusion

AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That’s why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It’s about helping one another — and our business — to move forward and succeed.

• Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe.
• Robust support for Flexible Working Arrangements
• Enhanced family-friendly leave benefits
• Named to the Diversity Best Practices Index
• Signatory to the UK Women in Finance Charter

Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer.

Total Rewards

AXA XL’s Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides enterprising compensation and personalized, inclusive benefits that evolve as you do.

We’re committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence.

Sustainability

At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future.

Our 2023-26 Sustainability strategy, called “Roots of resilience”, focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations.

Our Pillars:

• Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society – are essential to our future. We’re committed to protecting and restoring nature – from mangrove forests to the bees in our backyard – by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
• Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
• Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We’re training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
• AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL’s “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day – the Global Day of Giving.

For more information, please see Sustainability at AXA XL.

The U.S. base salary range for this position is USD 75,600 - 125,600.

Actual pay will be determined based upon the individual’s skills, experience and location. We strive for market alignment and internal equity with our colleagues’ pay.

At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL’s benefits offerings, please visit US Benefits at a Glance 2026.