Salesforce and Digital Sales Reporting Analyst

The Opportunity

Reporting to the Manager of Digital Sales Performance, the role of Salesforce and Digital Sales Reporting Analyst will support aspects of Manulife Bank’s sales and data reporting requirements, including sales performance dashboards across all of the Bank's product lines. This role will work closely with the Digital, Sales, Finance and Product Leadership teams to build best-in-class data analytics and reporting that will help drive Manulife Bank’s objectives. The ideal candidate will have a strong background in data reporting, manipulation, and a demonstrated ability to solve analytical problems. Strong communication skills and stakeholder management to deliver insights and tell the story with data will be needed in this role.

Individual Accountabilities

• Performance dashboards: Maintain and improve Bank performance dashboards to provide insight and advise decisions on the sales channels as well as measure the success of strategic promotions and cross sell initiatives.
• Data Reporting: Perform ad hoc analysis and communicate results to partners in a clear and effective manner. Key areas of focus include sales sourcing, product splits, as well as analytics to support assumptions in business cases.
• Sales insights and pipeline forecasting: Build effective forecasting capabilities to anticipate future sales volumes with considerations to internal pricing, competition, and macroeconomic factors.
• Salesforce expertise: Identify and understand source data systems and become an expert of data sources and flows as well as the appropriate tools and fields to which this data would map.
• Stakeholder Management: Collaborate with internal stakeholders including business and data teams to document the data requirements and map them to data integration requirements.

Additional Accountabilities:

• Collaboration with Canadian Division customer data and segmentation initiatives: Liaise with other areas in Canadian Division to leverage customer data and segmentation initiatives and best practice.
• Subject matter expertise: Develop deep subject matter expertise in all stages of the bank reporting process, including data extraction, analysis, interpretation, and validation.
• Partner with our Delivery Squads and Salesforce Business Analyst teams to evolve the quality and output of our Salesforce reporting

What we are looking for

• Minimum 5-years experience in an analytical environment manipulating large amounts of data (e.g. Data Analyst, Business/Operations Analyst or Statistician), preferably within a sales division of a financial institution. Banking or Financial Services experience is an asset
• Demonstrated experience with Salesforce, particularly building reports and dashboards to measure success and performance
• Business Intelligence experience, including the generation of analytical reports for internal or external customers.
• Demonstrated ability to communicate complex problems in a clear and concise manner to senior colleagues.
• Experience with the application of statistical principles in a business setting is an asset.
• Familiarity with computer programming concepts is an asset.

Technical Skills

• Minimum 5-year experience in Salesforce, (certifications is an asset)
• Experience with Power BI or Tableau
• Experience with Adobe Analytics
• Intermediate level Excel (Pivot Tables, vlookup, nested functions)
• Experience in a Datalake environment and Python is an asset

When you join our team

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.