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About the Role

This role supports the Americas sales effectiveness function through data analysis, reporting, market and client intelligence, and operational execution. It translates broker, client, pipeline, campaign, and engagement data into actionable insights to strengthen sales readiness, improve follow-up, inform targeted marketing activity, and support profitable growth.

Responsibilities

Serve as a go-to analytical resource for the sales effectiveness function, supporting data, planning, reporting, and insights across Distribution, Marketing, strategic broker and client relationships, and key growth initiatives.
Work closely and support the Senior Marketing Manager, Sales Effectiveness, to help execute programs that improve sales readiness, strengthen client and market intelligence, and measure the impact of marketing and sales effectiveness initiatives.
Support broker and client management teams by producing data-driven insights, metrics, and recommendations that identify opportunities to go to market more effectively and grow the business.
Oversee the preparation of client and broker meeting materials by compiling relevant relationship data, market intelligence, business priorities, and post-meeting follow-up insights.
Monitor market insights, broker activity, client engagement, and competitive intelligence to help translate trends into sales-ready messaging, playbooks, and targeted outreach opportunities.
Work with Marketing and Distribution partners to support targeted broker/client campaigns, using data to define audiences, measure performance, optimize activity, and improve follow-up through CRM discipline.
Analyze broker, client, pipeline, campaign, event, and engagement data to identify trends, opportunities, and actions that support segment growth, broker/client development, and sales effectiveness priorities.
Produce and manage recurring reports and dashboards, including monthly broker reports, sales readiness metrics, campaign performance, follow-up activity, and ROI indicators for sales effectiveness and marketing initiatives.
Leverage Salesforce/CRM, Power BI, Excel, and PowerPoint to transform data into clear, compelling insights, executive-ready materials, and practical recommendations for business stakeholders.
Support strategic initiatives and continuous improvement efforts across the Americas sales effectiveness function, including process enhancements, reporting automation, and data quality improvements.
Maintain organized reporting processes, documentation, and version control to ensure data, materials, and insights are accurate, accessible, and reusable across teams.
Provide project support for assigned sales effectiveness, marketing, distribution, and operational initiatives, ensuring deliverables are completed on time and aligned to business priorities.

Requirements

Bachelor’s degree in business, Marketing, Analytics, Data Science, Finance, Communications, or a related field.
Some experience in an analyst, sales effectiveness, marketing operations, project management, distribution operations, or similar business support role.
Robust proficiency with Excel, PowerPoint, Salesforce/CRM, Power BI, and Microsoft Office Suite; experience with marketing technology, reporting automation, or data visualization tools preferred.
Analytical mindset with the ability to interpret data, identify patterns, translate findings into practical recommendations, and communicate insights clearly to business audiences.
Proven project management, organizational, and problem-solving skills; able to manage multiple priorities, meet deadlines, and work with minimal supervision.
Excellent written and verbal communication skills, with the ability to create clear reports, presentations, dashboards, and executive-ready summaries.
Collaborative team player who can build relationships across Marketing, Distribution, Product, Underwriting, Operations, Finance, Legal, Compliance, Claims, and Innovation, Data & Analytics.
Resourceful, detail-oriented, solutions-focused, and committed to continuous learning and process improvement.

Skills

Excel
PowerPoint
Salesforce/CRM
Power BI
Microsoft Office Suite
Marketing technology
Reporting automation
Data visualization tools

Location

Exton, PA
Philadelphia, PA
New York, NY

Work Type

Full-time

Experience Level

Senior

Education Level

Bachelor’s degree

Salary/Compensations

USD 75,600 - 125,600

Benefits

Competitive retirement savings plan
Health and wellness programs
Flexible Working Arrangements
Enhanced family-friendly leave benefits
Learning opportunities

About the Company

AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks.
We combine a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business.
With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.
Sustainability is integral to our business strategy.
Our 2023-26 Sustainability strategy, called “Roots of resilience”, focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations.
AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them.

Equal Opportunity

AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic.
AXA XL is an Equal Opportunity Employer.