Principal Broker and Partnership Sales Business Analyst
Location(s): Houston, TX, US, 77002
Key Responsibilities
Develop and execute sales strategies targeting brokers and strategic partners to expand market reach.
Analyze sales data and market trends to identify opportunities for partnership growth and optimization.
Build and maintain strong relationships with brokers, partners, and internal stakeholders.
Collaborate with cross-functional teams including Call Centers, IT, Legal, and Operations to support sales initiatives.
Monitor partnership performance through KPIs and sales metrics; provide actionable insights to improve outcomes.
Prepare detailed sales reports, forecasts, and presentations for senior leadership.
Identify risks and develop mitigation plans related to broker and partnership sales activities.
Ideal Position Qualifications
Bachelor’s or Master’s degree in Business, Economics, Data Science, or related field.
5+ years of experience in analytics, consulting, or project management roles.
Proven track record of executing complex projects with measurable results.
Advanced proficiency in Excel, SQL, and data visualization tools (e.g., Tableau, Power BI).
Strong communication and presentation skills; able to influence stakeholders at all levels.
Preferred Traits
Results-oriented with a strong sales mindset.
Strategic thinker with the ability to influence and build consensus.
Adaptable and comfortable working in a fast-paced, evolving industry.
Collaborative team player with strong organizational skills.
Job Overview
Employees in this role are the recognized experts within the organization and area of focus. Employees in this job provide expertise and strategic focus needed to conduct complex operational analyses that support informed decision making within the business unit.
Job Duties & Responsibilities
Conducts analyses and prepares reports that provide operational and/or technical support to business operations
Conducts quantitative and qualitative research to support small to medium special projects
Assists with process design and modification for continuous business improvement
Directs, mentors and coaches lower level analysts
Performs other job-related duties as assigned
Required Qualifications
High School Grad / GED
Bachelor’s or Equivalent Experience
Experience: 7+ years
Preferred Qualifications
Bachelor’s Degree
