Senior Analyst - Business Intelligence

Introduction Welcome to Gallagher in India — where expertise, technology, and purpose come together. Since 2006, Gallagher in India has supported global teams by delivering quality, service, and speed through deep expertise, smart technology, and specialized knowledge services. More than just an operations center, it’s a place where careers grow through collaboration, continuous learning, and purposeful work. We drive efficiency, compliance, and innovation so our teams can focus on serving clients. If you enjoy solving problems and working with purpose, Gallagher is the place where you can grow and feel a sense of belonging. Overview Gallagher Center of Excellence (GCoE) is seeking a Business Analyst/Reporting Specialist to join the GCoE Business Enablement vertical. In this role, you will be responsible for supporting data-driven decision-making, enhancing reporting capabilities, and driving process improvements to align with organizational goals. You will act as a subject matter expert in Salesforce and other sales tools, ensuring data accuracy, promoting CRM best practices, and supporting country-level growth strategies. As a Reporting Specialist, you will extract, analyze, and present data to track key performance indicators (KPIs), evaluate sales pipeline performance, and provide actionable insights to executives, including the CEO and CRO. You will also collaborate with the CRO to support revenue forecasting, guide strategic initiatives, and advocate for process enhancements to improve efficiency and effectiveness. Additionally, you will support the adoption of sales tools, assist in planning and executing sales events and campaigns, and provide training and onboarding for new producers. You will participate in user acceptance testing (UAT) for system enhancements, escalate issues, and provide feedback to improve system functionality. This role requires strong analytical skills, proficiency in Salesforce and other sales tools (e.g., Gallagher WIN, EPIC, ZoomInfo), and the ability to create impactful reports and dashboards. Experience with data visualization tools (e.g., Power BI), survey platforms (e.g., Qualtrics), and event coordination is highly beneficial. You will foster a culture of collaboration, continuous improvement, and customer focus while working with stakeholders across various regions globally. How you'll make an impact Responsibilities: Reporting and Analytics: Extract, clean, and analyze data from systems such as EPIC, Salesforce, Oracle, and other relevant platforms to identify trends and opportunities. Develop actionable insights to support customer experience strategies and improve client satisfaction. Ensure data accuracy and integrity while working with large datasets. Advanced Excel Reporting: Utilize intermediate to advanced Excel skills, including lists, arrays, functions, lookups, pivot tables, Power query and conditional formatting, to create detailed reports and analyses. Automate repetitive reporting tasks using Excel macros or advanced formulas to improve efficiency. Present data in a clear and concise manner to support decision-making processes. Presentation Development: Create professional PowerPoint presentations to visually communicate data insights, trends, and recommendations. Collaborate with the Director of Client Experience to design impactful slides that align with business objectives and brand guidelines. Ensure presentations are tailored to the audience, whether internal stakeholders or external clients. Data Visualization: Develop and maintain dashboards and visualizations using tools like Power BI to communicate trends, KPIs, and performance metrics effectively. Translate complex data into easy-to-understand visuals that drive actionable insights. Continuously improve visualization techniques to enhance stakeholder understanding and engagement. Survey Support: Assist in designing, distributing, and analyzing surveys using tools such as Qualtrics or similar platforms. Provide insights from survey data to inform customer experience strategies and initiatives. Collaborate with stakeholders to ensure survey objectives align with business goals. Process Improvements: Identify inefficiencies in current processes and recommend improvements to enhance productivity. Drive adoption of tools and processes that align with organizational goals. Collaborate with cross-functional teams to implement best practices. Project Management: Manage multiple tasks and projects simultaneously, ensuring timely delivery and high-quality outcomes. Develop project plans, timelines, and milestones to track progress and ensure alignment with business objectives. Identify risks and proactively address challenges to keep projects on track. Training and Development: Participate in training sessions to enhance skills in data analytics tools and methodologies. Communication & Stakeholder Engagement: Effectively communicate findings, insights, and recommendations to stakeholders at various levels of the organization. Build strong relationships with business partners to understand their needs and provide tailored solutions. Act as a liaison between the Director of Client Experience and other teams to ensure seamless collaboration. Documentation: Maintain comprehensive documentation of data processes and procedures to ensure consistency and transparency. Strategic Contribution: Support the development and execution of customer experience strategies by providing data-driven insights. Collaborate with cross-functional teams to align deliverables with organizational goals and priorities. Contribute to the overall success of Gallagher’s mission to deliver tailored insurance solutions and effective risk management strategies. About you Experience (Career Level Guide) 7-12 years of experience in data analytics or a related field. Proficiency in Salesforce, Gallagher WIN, ZoomInfo, sales navigator and other sales tools. Experience in building and maintaining reports to track KPIs and evaluate sales performance metrics. Strong analytical skills with the ability to conduct data-driven evaluations of sales pipelines and revenue forecasts. Proven track record of supporting executive-level reporting and providing actionable insights to guide strategic decisions. Experience in user acceptance testing (UAT) for system enhancements and providing feedback to improve functionality. Ability to advocate for process improvements and align Salesforce usage with business objectives. Strong communication and collaboration skills to work effectively with cross-functional teams. Knowledge Strong understanding of data extraction, cleaning, and analysis from platforms such as EPIC, Salesforce, Oracle, etc. Familiarity with customer experience strategies and their alignment with business objectives. Knowledge of data visualization tools (e.g., Power BI & EPIC) and survey platforms (e.g., Qualtrics). Good understanding of project management principles and best practices. Awareness of process improvement methodologies to enhance productivity and efficiency. Skills Advanced analytical skills to evaluate sales performance metrics and extract actionable insights. Proficiency in building and maintaining reports to track KPIs and support executive-level decision-making. Gallagher Center of Excellence (GCoE) is seeking a Business Analyst/Reporting Specialist to join the GCoE Business Enablement vertical. In this role, you will be responsible for supporting data-driven decision-making, enhancing reporting capabilities, and driving process improvements to align with organizational goals. You will act as a subject matter expert in Salesforce and other sales tools, ensuring data accuracy, promoting CRM best practices, and supporting country-level growth strategies. As a Reporting Specialist, you will extract, analyze, and present data to track key performance indicators (KPIs), evaluate sales pipeline performance, and provide actionable insights to executives, including the CEO and CRO. You will also collaborate with the CRO to support revenue forecasting, guide strategic initiatives, and advocate for process enhancements to improve efficiency and effectiveness. Additionally, you will support the adoption of sales tools, assist in planning and executing sales events and campaigns, and provide training and onboarding for new producers. You will participate in user acceptance testing (UAT) for system enhancements, escalate issues, and provide feedback to improve system functionality. This role requires strong analytical skills, proficiency in Salesforce and other sales tools (e.g., Gallagher WIN, EPIC, ZoomInfo), and the ability to create impactful reports and dashboards. Experience with data visualization tools (e.g., Power BI), survey platforms (e.g., Qualtrics), and event coordination is highly beneficial. You will foster a culture of collaboration, continuous improvement, and customer focus while working with stakeholders across various regions globally. Strong problem-solving skills to identify and resolve data discrepancies and system issues. Excellent communication skills to present insights and forecasts to executives and cross-functional teams. Technical proficiency in using CRM systems, reporting tools, and data visualization platforms. Organizational skills to manage multiple priorities, meet deadlines, and maintain accurate records. Ability to create professional PowerPoint presentations to communicate data insights effectively. Ability Ability to collaborate effectively with cross-functional teams, including sales, marketing, and operations. Capability to advocate for and implement process improvements that align with business objectives. Flexibility to adapt to changing priorities and challenges in a dynamic work environment. Commitment to driving adoption of tools and processes to enhance sales team performance. Ability to provide training and support to users, ensuring effective utilization of Salesforce and other tools. Strong attention to detail to ensure data accuracy and consistency in reporting. Minimum Required Degree Bachelor's degree in a relevant field such as Data Science, Statistics, Mathematics, Computer Science, Information Technology, or a related discipline. Preferred Degree Master’s degree in data science, Statistics, Business Analytics, Computer Science, or a related field. Advanced degrees can provide deeper expertise and a competitive edge in the field. Additional Information Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level, these benefits may improve: Medical Insurance and Parental Medical Insurance Accidental Insurance and Life Insurance Retirals - Employee Gratuity, Future Service Gratuity benefit - Group Term Life, Employee Provident Fund, National Pension Scheme Flexi Benefits Plan - Tax Savings Plans Educational expense reimbursement Annual Leave/ Maternity & Paternity Leave/ Additional paid ML, Mental Health Day Other benefits include: Employee Wellness Programs Training programs And more.. We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. Responsibilities: Reporting and Analytics: Extract, clean, and analyze data from systems such as EPIC, Salesforce, Oracle, and other relevant platforms to identify trends and opportunities. Develop actionable insights to support customer experience strategies and improve client satisfaction. Ensure data accuracy and integrity while working with large datasets. Advanced Excel Reporting: Utilize intermediate to advanced Excel skills, including lists, arrays, functions, lookups, pivot tables, Power query and conditional formatting, to create detailed reports and analyses. Automate repetitive reporting tasks using Excel macros or advanced formulas to improve efficiency. Present data in a clear and concise manner to support decision-making processes. Presentation Development: Create professional PowerPoint presentations to visually communicate data insights, trends, and recommendations. Collaborate with the Director of Client Experience to design impactful slides that align with business objectives and brand guidelines. Ensure presentations are tailored to the audience, whether internal stakeholders or external clients. Data Visualization: Develop and maintain dashboards and visualizations using tools like Power BI to communicate trends, KPIs, and performance metrics effectively. Translate complex data into easy-to-understand visuals that drive actionable insights. Continuously improve visualization techniques to enhance stakeholder understanding and engagement. Survey Support: Assist in designing, distributing, and analyzing surveys using tools such as Qualtrics or similar platforms. Provide insights from survey data to inform customer experience strategies and initiatives. Collaborate with stakeholders to ensure survey objectives align with business goals. Process Improvements: Identify inefficiencies in current processes and recommend improvements to enhance productivity. Drive adoption of tools and processes that align with organizational goals. Collaborate with cross-functional teams to implement best practices. Project Management: Manage multiple tasks and projects simultaneously, ensuring timely delivery and high-quality outcomes. Develop project plans, timelines, and milestones to track progress and ensure alignment with business objectives. Identify risks and proactively address challenges to keep projects on track. Training and Development: Participate in training sessions to enhance skills in data analytics tools and methodologies. Communication & Stakeholder Engagement: Effectively communicate findings, insights, and recommendations to stakeholders at various levels of the organization. Build strong relationships with business partners to understand their needs and provide tailored solutions. Act as a liaison between the Director of Client Experience and other teams to ensure seamless collaboration. Documentation: Maintain comprehensive documentation of data processes and procedures to ensure consistency and transparency. Strategic Contribution: Support the development and execution of customer experience strategies by providing data-driven insights. Collaborate with cross-functional teams to align deliverables with organizational goals and priorities. Contribute to the overall success of Gallagher’s mission to deliver tailored insurance solutions and effective risk management strategies. Experience (Career Level Guide) 7-12 years of experience in data analytics or a related field. Proficiency in Salesforce, Gallagher WIN, ZoomInfo, sales navigator and other sales tools. Experience in building and maintaining reports to track KPIs and evaluate sales performance metrics. Strong analytical skills with the ability to conduct data-driven evaluations of sales pipelines and revenue forecasts. Proven track record of supporting executive-level reporting and providing actionable insights to guide strategic decisions. Experience in user acceptance testing (UAT) for system enhancements and providing feedback to improve functionality. Ability to advocate for process improvements and align Salesforce usage with business objectives. Strong communication and collaboration skills to work effectively with cross-functional teams. Knowledge Strong understanding of data extraction, cleaning, and analysis from platforms such as EPIC, Salesforce, Oracle, etc. Familiarity with customer experience strategies and their alignment with business objectives. Knowledge of data visualization tools (e.g., Power BI & EPIC) and survey platforms (e.g., Qualtrics). Good understanding of project management principles and best practices. Awareness of process improvement methodologies to enhance productivity and efficiency. Skills Advanced analytical skills to evaluate sales performance metrics and extract actionable insights. Proficiency in building and maintaining reports to track KPIs and support executive-level decision-making. Gallagher Center of Excellence (GCoE) is seeking a Business Analyst/Reporting Specialist to join the GCoE Business Enablement vertical. In this role, you will be responsible for supporting data-driven decision-making, enhancing reporting capabilities, and driving process improvements to align with organizational goals. You will act as a subject matter expert in Salesforce and other sales tools, ensuring data accuracy, promoting CRM best practices, and supporting country-level growth strategies. As a Reporting Specialist, you will extract, analyze, and present data to track key performance indicators (KPIs), evaluate sales pipeline performance, and provide actionable insights to executives, including the CEO and CRO. You will also collaborate with the CRO to support revenue forecasting, guide strategic initiatives, and advocate for process enhancements to improve efficiency and effectiveness. Additionally, you will support the adoption of sales tools, assist in planning and executing sales events and campaigns, and provide training and onboarding for new producers. You will participate in user acceptance testing (UAT) for system enhancements, escalate issues, and provide feedback to improve system functionality. This role requires strong analytical skills, proficiency in Salesforce and other sales tools (e.g., Gallagher WIN, EPIC, ZoomInfo), and the ability to create impactful reports and dashboards. Experience with data visualization tools (e.g., Power BI), survey platforms (e.g., Qualtrics), and event coordination is highly beneficial. You will foster a culture of collaboration, continuous improvement, and customer focus while working with stakeholders across various regions globally. Strong problem-solving skills to identify and resolve data discrepancies and system issues. Excellent communication skills to present insights and forecasts to executives and cross-functional teams. Technical proficiency in using CRM systems, reporting tools, and data visualization platforms. Organizational skills to manage multiple priorities, meet deadlines, and maintain accurate records. Ability to create professional PowerPoint presentations to communicate data insights effectively. Ability Ability to collaborate effectively with cross-functional teams, including sales, marketing, and operations. Capability to advocate for and implement process improvements that align with business objectives. Flexibility to adapt to changing priorities and challenges in a dynamic work environment. Commitment to driving adoption of tools and processes to enhance sales team performance. Ability to provide training and support to users, ensuring effective utilization of Salesforce and other tools. Strong attention to detail to ensure data accuracy and consistency in reporting. Minimum Required Degree Bachelor's degree in a relevant field such as Data Science, Statistics, Mathematics, Computer Science, Information Technology, or a related discipline. Preferred Degree Master’s degree in data science, Statistics, Business Analytics, Computer Science, or a related field. Advanced degrees can provide deeper expertise and a competitive edge in the field.