Sales Reporting & Data Strategy

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now Position Summary   The Manager or Director, Sales Reporting & Data Strategy will   lead   the development and execution of the Employee Benefits data, reporting, and insights strategy, beginning with sales operating reporting and commercial performance management.   This leader will   establish   the reporting capabilities, metrics, and operating rhythms needed to help Distribution and Employee Benefits leadership understand performance,   identify   opportunities, and   take action . Initial priorities will include creating an integrated view of sales results, pipeline, activity, persistency, product and segment trends, producer performance, and progress against business plans.   Building from this commercial reporting foundation, the role will oversee the broader Employee Benefits data and reporting strategy, governance model, and portfolio of data, analytics, AI, and automation priorities. This individual will serve as the primary business liaison among Employee Benefits leaders and Technology, Enterprise Data, Analytics, and AI teams—ensuring business needs are translated into clear requirements, prioritized against enterprise capabilities, and governed through a transparent roadmap.   This is a business strategy and enablement role, not a technology delivery or data engineering function. The role will define what the business needs,   establish   priorities and governance, and partner with technical teams responsible for architecture, platforms, engineering, and solution delivery.   The successful candidate will combine commercial and operational acumen with data and reporting   expertise . This individual must be able to   establish   a long-term vision while also driving practical improvements that increase confidence in the information used to run the business.   This is initially a highly visible individual contributor role with the potential to build and lead a broader reporting and data strategy team as the capability matures. The final level—Manager or Director—will be   determined   based on the selected candidate’s experience,   demonstrated   leadership, and scope of prior responsibility.   Key Responsibilities   Sales Operating Reporting and Commercial Insights   Own the strategy and roadmap for sales operating reporting across Employee Benefits.   Establish an integrated view of commercial performance across sales results, pipeline, activity, persistency, product, segment, region, broker, producer, and representative performance.   Define the reporting and insights required by sales representatives, regional leaders, Distribution leadership, and senior Employee Benefits executives.   Develop a consistent hierarchy of commercial reporting, from individual representative dashboards and regional business plans through executive-level performance reporting.   Partner with Sales Operations and Distribution leaders to establish KPIs, targets, scorecards, reporting cadences, and performance-management routines.   Translate commercial data into actionable insights that help leaders   identify   performance gaps, prioritize opportunities, and drive specific sales behaviors.   Ensure reporting supports sales planning, pipeline management, coaching, performance discussions, and resource allocation.   Reduce manual, duplicative, and inconsistent sales reporting by   establishing   common definitions, reporting standards, and trusted data sources.   Move commercial reporting from retrospective performance updates toward forward-looking insights, opportunity identification, and decision support.   Drive adoption of dashboards and reporting tools by embedding them into business processes and leadership routines.   Employee Benefits Data and Reporting Strategy   Develop and own the Employee Benefits data, reporting, and insights strategy and multiyear roadmap.   Build upon the   initial   Distribution focus to support product, underwriting, operations, customer, financial, and workforce priorities.   Maintain an integrated view of Employee Benefits reporting needs, data dependencies, capability gaps, and modernization opportunities.   Assess the current data and reporting landscape, including key data sources, platforms, reports, integrations, and business dependencies.   Identify   opportunities to simplify,   consolidate , automate, modernize, or   retire   existing reports and tools.   Establish the data and reporting foundation required to support advanced analytics, AI, and automation.   Identify   opportunities to use data and insights to improve profitable growth, customer experience, operational performance, and strategic decision-making.   Ensure the data and reporting roadmap   rema