
Business Analyst
1 day ago
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 RoleWe 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.
- 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.
- Background in insurance, MGA, or financial services.
- Familiarity with program administration and broker-driven distribution models.
- Experience with submission quality scoring or underwriting support.
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Information Technology
- Industries: Staffing and Recruiting
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