Business Analyst

3 weeks ago

Philippines ECLARO Full time

ECLARO is an award-winning professional services firm headquartered in New York City and operating in the U.S., Canada, UK, Ireland, Australia and the Philippines. We are dedicated to a singular purpose: providing the Right People to meet every client's needs and solve business challenges through strategic staffing, permanent placement, custom outsourcing & offshoring. Utilizing our proprietary TRINIT-E Service Maturity Model, we help clients implement programs to promote innovation, automation and process improvement.

About the Role

We are seeking a data-driven and strategic Business Analyst to support our ambitious growth targets, including 20% YoY expansion across specialty insurance programs. This cross-functional role will align Sales, Marketing, Underwriting, and RevOps by delivering actionable insights that fuel territory planning, campaign targeting, pipeline optimization, and broker engagement.

Responsibilities
  • Analyze submission and lead velocity across geographies, programs, business types, and broker tiers.
  • Identify whitespace opportunities and market penetration gaps.
  • Collaborate with Marketing to provide segment and persona data for Campaign Targeting.
  • Prioritize outreach efforts based on historical performance and modeled potential.
  • Own Impression-to-Order reporting and up-funnel analytics; support downstream Order-to-Cash analysis when needed.
  • Define and maintain KPIs by territory, program, and producer; develop dashboards to monitor early-stage deal slippage and quota attainment risk.
  • Ensure high-fit leads are routed to the most appropriate Client teammates and optimize engagement strategy using Salesforce Sales Engagement or similar tools.
  • Analyze submission patterns to predict underwriting success and reduce friction; identify characteristics of high-likelihood submissions.
  • Serve as business-oriented technical execution support for core platforms (SFDC, Hubspot) and ancillary tools (UserGems, 6sense, Outreach, Clay, etc.); support the VP of RevOps in identifying capability gaps and overlaps in the RevOps tech stack.
  • Support targeted broker outreach and service strategies; monitor broker activity and satisfaction metrics.
Qualifications
  • 3–5 years of experience in a GTM, Business Intelligence, Revenue Operations, or related analyst role.
  • Administrator proficiency in Salesforce and Hubspot.
  • Advanced capabilities in SQL, Power BI, and Excel.
  • Experience with marketing intent tools (e.g., 6sense), dialers, and broker enablement platforms.
  • Strong analytical, presentation, and storytelling skills; proven ability to collaborate cross-functionally in a matrixed environment.
Preferred Qualifications
  • Background in insurance, MGA, or financial services.
  • Familiarity with program administration and broker-driven distribution models.
  • Experience with submission quality scoring or underwriting support.
Company Attributes
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Information Technology
  • Industries: Staffing and Recruiting
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