Northern California New Business Analyst, Growth Operations

Northern California New Business Analyst, Growth Operations

The U.S. Commercial Risk and Health New Business Analyst (“NBA”) will work primarily with U.S. Commercial Risk and Health Sales to operationalize a growth strategy and measure new business activities in U.S. Commercial Risk and Health office(s). The NBA will report directly to the North American Sales Operations team with secondary reporting requirements to the local Resident Sales Director (“RSD”). The directive of the NBA is to operationalize a process and drive a strategy that contributes to measurable growth across all Aon Solution Lines with a focus on Commercial Risk and Health Solutions.

This is a hybrid role with the flexibility to work virtually and from our San Francisco, CA office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Key Areas of Responsibility

New Business Implementation & Support:

• Participate in National, Regional and working group calls with National Sales Operations and other New Business Analysts
• Partner with RSD to identify the appropriate new business initiatives to activate in the local office, primarily with the Producers and Account Executives (Sales Team)
• Participate in meetings with the Sales Team to develop prospect identification and client penetration strategies
• Develop and distribute revenue, client acquisition activity, and benchmark reports (e.g., Local Market Analytics, Heat Map) that provide regional and local leadership with the supportive analytics need to implement strategic goals
• Provide strategic guidance and operational support to local leadership in the adoption and implementation of U.S. Commercial Risk and Health Sales strategy; to include (not limited to) strategic valuation, collateral and implementation timeline
• Provide strategic guidance and operational support to U.S. Retail Marketing and U.S. Sales Operations to ensure all leads are assigned. Follow up on assigned leads to determine opportunity status
• At the direction of the Sales Team, research prospects and clients, using analyst reports, SEC reports, Yahoo! Finance, and related sources of information, to identify prospect- and client-specific risk profile information    
• Identify with the Sales Team ideal prospects and clients for marketing campaigns; working cooperatively with Marketing assets to populate Aon Connect (“AC”)
• Execute national sales initiatives at the local level; including, industry, product, cross-sell and named account strategies as directed by U.S. Commercial Risk and Health Sales
• Coordinate annual business planning and goal allocation process with local office leadership and National Sales Effectiveness team

New Business Revenue Tracking & Measuring:

• Partner with Regional and National Sales Operations to build and deliver consistent pipeline and financial reporting
• Prepare revenue and pipeline composition analytics for office sales meeting and monthly forecast calls
• Develop and maintain pipeline composition reporting functionalities that reflect forecasted and ultimately recognized sales revenue, working closely with U.S. Finance to maintain accurate revenue pipelines to reconcile opportunity valuation 
• Collaborate with sales and marketing colleagues to review marketing campaign effectiveness reports and recommend actions locally that will improve effectiveness
• Collaborate with local marketers to ensure delivery of local events
• Ensure the Office and Individual Sales Plan, including Quarterly Producer Assessment reporting is completed on time and accurate
• Provide operational assistance and strategic analysis to Sales Team and Pursuit and Creative Team (PaC) for prospect and client presentations
• Provide operational support to the RSD and RMD by providing revenue analyses to include valuation of individual and office performance to goal, office sales and marketing statistics (e.g., Client Promise results, prospecting Activity, wins and losses, deal size, and sales cycle in general and by product and industry, using AC, the Sales Effectiveness Report), resource identification, and follow-up communication, including any resource documents.

Aon Connect Management and Administration:

• Serve as the office AC expert for support of AC users, including:
  • AC training and licensing of new producer and AE hires and ongoing training of the Sales Team including training on Client Survey Feedback and Jeopardy reporting in AC as needed
  • Coordinate with AC leadership on AC enhancement requests and functional issues
  • Participate in AC national support team

How this opportunity is different

This is a great opportunity to work with a dynamic team right in the heart of San Francisco. As a member of the Growth Operations team, you will partner with Sales Director, Producers and Account Executives to collaborate on our go-to-market strategies and reporting on key performance indicators. We are an inclusive workplace that values diversity. 

Skills and experience that will lead to success

• Passionate self-starter who can juggle multiple projects, follow-up and exhibit creative problem solving – ultimately delivering projects and assignments on target and on time within a fast-paced environment
• Strong ability to work closely with various cross functional groups, specifically with the Director of Marketing, Regional/Resident Sales Director, RMD, Producers and AEs in the office, as well as with Industry/Practice Leaders and National Sales Effectiveness Team
• A creative thinker who brings innovative ideas, new perspectives and a wealth of enthusiasm
• Excellent verbal and written communication skills, organizational skills and relationship skills
• Process-oriented person who can provide a clear, complete analysis that support sales efforts, resulting in revenue win for the company
• Excellent Microsoft Office skills (Excel, PPT, Word, etc.). Familiarity with Customer Relationship Management Systems (CRM) and marketing automation systems (i.e. Eloqua)
• A minimum of 2+ years of research experience or related formal training.

Education

• Bachelor’s degree in Business or related major

Pay Transparency

The salary range for this position (intended for U.S. applicants) is $60,000 - $80,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.  The salary may also be adjusted based on applicant’s geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary.  The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

How we support our colleagues

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.  Eligibility for benefits is governed by the applicable plan documents and policies.

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself.  We offer a variety of working style solutions for our colleagues as well. 

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. 

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com 

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

#LI-DD1
#LI-HYBRID