Sales and Marketing Data Reporting Manager

About Us:
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

How You'll Contribute:
As the Sales and Marketing Data Reporting Manager, you will lead and develop a team of Sales and Marketing data professionals. You will oversee the creation and delivery of high-quality reports, dashboards, and analyses that support data-driven decision-making across the organization. This role partners closely with teams across Sales, Marketing, Product Management, Operations, and IT to deliver timely, actionable business insights that drive company performance and growth. 

We are looking for a leader who is passionate about leveraging data to inform strategy, building efficient reporting solutions, and fostering a collaborative and inclusive team environment. 

Position Summary:
The Sales and Marketing Data Reporting Manager is responsible for management, development, control and oversight of a team of Sales and Marketing professionals. This position works closely with members of the Sales and Marketing team and performs both a leadership and management function.  The Sales and Marketing Data Reporting Manager is expected to carry out their duties and responsibilities in a manner that is consistent with EquiTrust’s Company Values of Integrity, Leadership, Accountability, Teamwork and Passion.

The Sales and Marketing Data Reporting Manager works closely with members of the Sales and Marketing team and leads the Sales and Marketing Data Reporting team. This manager provides vision, direction and support for their team in data analysis and the development, automation, and delivery of high-quality reports and dashboards to provide business insights and performance tracking of our sales and marketing efforts.

What You'll Do:

• Manages a team of data analysts and associates, including but not limited to the following activities: making recommendations for hiring, termination, promotions, and transfers, assessing and completing performance appraisals, responsibility allocations and task completion, problem identification and resolution and other day-to-day people management and leadership responsibilities.
• Reporting & Dashboard Development:
• Designs, builds, maintains and publishes dashboards and regular reports to track key performance indicators (KPIs) for the Sales and Marketing teams.
• Develops automated reporting solutions to drive efficiency and provide insights into distribution channel productivity and engagement, lead generation, campaign performance, and sales conversions which enable the department and enterprise to make data-driven decisions.
• Creates reports, dashboards and presentations that deliver data in meaningful, compelling ways to stakeholders across the company.
• Data Analysis & Insights:
• Analyzes large datasets to identify trends, opportunities, and performance gaps in sales and marketing efforts.
• Explores methods to gain deeper insights into company and industry sales trends by mining, analyzing and interpreting data.
• Collaborates with business stakeholders to interpret findings and provide actionable recommendations.
• Collaboration & Stakeholder Management:
• Partners with Sales, Marketing, Product Management, Operations and IT teams to gather requirements, understand business needs, and ensure accurate and timely reporting.
• Supports leadership with ad hoc analyses and data presentations for strategic planning.
• Data Governance & Quality:
• Ensures data accuracy, consistency, and integrity across all reports and data sources .
• Works with data engineers or IT to troubleshoot issues and improve data collection processes.
• Performance Measurement:
• Helps establish and track metrics for marketing ROI, sales conversions, and campaign effectiveness.
• Supports the Sales and Marketing team and/or other departments on an as-needed basis.
• Willingly takes on additional responsibilities as requested in order to accomplish department and Company objectives.
• Actively participates and contributes to the goals and objectives of the Company by working collaboratively and fostering a positive and inclusive work environment.

What You'll Bring:

Education:

• Bachelor’s degree in Business, Marketing, Statistics, Data Science, Data Analytics or a related field required.

Experience:

• A minimum of 5 years of sales/marketing analytics or reporting in insurance and annuity or financial services industry required.
• Experience in the independent (non-captive) agent / marketing organization distribution channel handling large data sets and relational databases required.
• Minimum 1 year experience in a manager or supervisor role required.
• Experience in financial institution (banks and broker-dealers) distribution channel preferred.

Knowledge, Skills, and Abilities:

• Strong proficiency with data visualization tools (e.g., Power BI, Tableau, Looker).

• Advanced Excel skills and working knowledge of SQL.

• Experience with CRM (e.g., Salesforce) and marketing platforms (e.g., HubSpot, Marketo).

• Ability to manage multiple projects and meet tight deadlines.

• Excellent communication skills with the ability to translate complex data for diverse audiences.

• Strong analytical and problem-solving abilities with keen attention to detail.

• Ability to work effectively in dynamic environments and lead through change.

• Exceptional organizational, mathematical, and critical thinking skills.

• High level of professionalism, collaboration, and a commitment to fostering a respectful and inclusive team culture.

Where You’ll Work: 

• West Des Moines, IA
• Office Location: Mostly Off-Site 
• Expected Travel: Infrequent travel (less than 5% of the time).

Total Rewards:
In addition to base pay, eligible employees may receive an annual discretionary incentive bonus and access to a competitive benefits package including: 

• Medical, Dental & Vision coverage:
• 401(k) with Company Match
• Paid time off: Vacation, Sick, Holiday, and more
• Paid Parental Leave for both Mothers and Fathers
• Hybrid/Remote Work Options
• Early Friday Closure

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers. 

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