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Mid-level, generalist marketing-operations role in a metro with broad skillset requirements increases candidate competition.
CRM, reporting, and marketing operations skills are highly transferable across industries.
Explicit 3–8 year requirement and CRM/reporting skills make shortlisting moderately strict.
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Manage business reporting, sales administration, and project coordination for Financial Lines commercial function, ensuring timely delivery and operational efficiency.
Serve as central coordinator across multiple stakeholders to maintain business information accuracy and support leadership with actionable insights and reports.
Oversee marketing collateral governance, CRM administration, event coordination, and digital content management to support commercial activities and decision-making.
3-8 years of experience in Business Development Support, Commercial Operations, Sales Operations, Marketing Operations, or related roles.
Bachelor's Degree in Business Administration, Marketing, Communications, Commerce, Management, or related field.
Experience with CRM systems (Salesforce, Gallagher WIN, Dynamics) and advanced MS Excel and PowerPoint skills.
Preferred experience supporting business development or commercial teams in professional services; Insurance or financial services experience advantageous.
Strong organizational and stakeholder management skills demonstrated through managing multi-stakeholder project trackers and coordinating global teams.
Experience in commercial operations with emphasis on reporting, business insights, and CRM data governance.
Comfortable working in fast-paced global environments balancing multiple priorities with attention to detail and producing high-quality reports.