Sales Reporting

The Role

Reporting & Data Insights

• Prepare, update, and distribute recurring sales and business performance reports for global, regional, and market-level use (e.g., Global business reports, North America market updates).
• Extract and manipulate data from systems such as the CRM system, Power BI, or internal databases to produce actionable insights.
• Collaborate with sales operations leaders to understand evolving reporting needs and tailor outputs accordingly.(CF1)
• Maintain and enhance reporting templates and dashboards to drive automation and clarity in reporting processes.
• Identify data trends and anomalies to support business decision-making.

Book of Business Management

• Support the maintenance of a comprehensive tracker of colleagues and accounts which are included in the Health, Wealth & Career book of business program.
• Facilitate regular Account Review cycles where businesses verify business leads assignments and determine book of business inclusion.
• Coordinate the Data Management process of uploading updated information into the CRM system.
• Support quarterly manual reconciliation processes by verifying consultant assignments, correcting revenue discrepancies, and aligning with business stakeholders — working alongside or eventually transitioning manual tasks handled by other team members.
• Ensure accuracy and alignment of data across businesses, particularly during key planning or reporting cycles.

Regional Commercial Activity Reporting

• Support quarterly production of Commercial Council packs for local councils across Europe.
• Collect, input, and validate sales and pipeline data in region-specific templates.
• Partner with sales operations leaders, moderators and business leaders to ensure data supports productive conversations around key/priority accounts.
• Maintain version control and a structured archive of council materials for continuity and audit purposes.

Special Projects, Bespoke Requests & Continuous Improvement

• Manage the intake and coordination of new or ad hoc reporting requests from business leaders, client teams, or functional partners.
• Support the design and execution of custom data analysis or reporting projects that enable new insights or operational improvements.
• Develop and maintain documentation for new reporting processes, data flows, and project deliverables.
• Collaborate with cross-functional teams to deliver high-quality and timely outputs.

The Requirement

Education & Experience:

• Bachelor's degree in Business, Economics, Data Analytics, Finance, or a related field.
• 5+ years of experience in sales operations, data analytics, or business reporting roles.
• Experience working in a global or regional support function is preferred.

Technical Skills:

• Strong proficiency in Excel (pivot tables, VLOOKUP/XLOOKUP, formulas, data cleaning).
• Familiarity with CRM systems.
• Experience with reporting and visualization tools (e.g., Power BI, Tableau) is highly desirable.
• Comfortable with working across large datasets and performing data reconciliation and validation tasks.

Core Competencies:

• High attention to detail and accuracy, especially in data entry and reporting.
• Analytical mindset with a passion for turning data into insights.
• Excellent organizational and time-management skills; able to manage multiple priorities and deadlines.
• Strong written and verbal communication skills; able to explain data findings clearly to non-technical stakeholders.
• Self-motivated, proactive, and eager to identify process improvements or automation opportunities.
• Strong collaboration and interpersonal skills to work across functions and regions.

Work Environment & Expectations:

• Flexibility in a hybrid set-up, with work shift varying between European and American time zones depending on assignments
• Role may involve working with teams across different time zones
• Occasional meetings with senior stakeholders and business leaders to present data findings or updates.

WTW is an equal opportunity employer.