Senior Analyst - Marketing Operations

About Gallagher Center of Excellence

Founded in 2006, Gallagher Center of Excellence (GCoE) acts as a strategic and knowledge partner to Gallagher’s global business divisions. With expertise spanning insurance brokerage, risk management, underwriting, claims, market research, analytics, finance, and accounting, GCoE supports operations worldwide with value-driven, industry-tailored solutions. Employing over 17,300 professionals across India, Sri Lanka, LATAM, Philippines, and the USA, GCoE fosters a culture focused on innovation and delivering excellence.

Position Overview

We are seeking a detail-oriented and proactive Business Development & Commercial Operations Coordinator for the Financial Lines commercial team. This critical role supports the Business Development Manager and team by overseeing business reporting, sales administration, project coordination, content governance, CRM and website management, event planning, and business development functions. The role involves multi-stakeholder collaboration to ensure accurate information flow and timely leadership insights, enabling sound commercial decisions within a fast-paced global setting.

Key Responsibilities

• Manage and maintain the travel calendar, document trip reports with key insights and opportunities, and prepare executive summaries of travel outcomes.
• Coordinate projects and commercial initiatives by tracking progress, scheduling meetings, recording actions, and ensuring milestone adherence across multiple programs like LawInsure and RIBA facility.
• Update and consolidate sales data into monthly leadership reports; analyze sales pipeline and business targets, preparing dashboards for strategic decision-making.
• Oversee the administration and governance of marketing collateral including product sheets, flyers, and presentations ensuring version control, periodic reviews, and minor design modifications.
• Facilitate content updates and approvals with internal teams, assist in creating and editing thought leadership materials, and conduct market research supporting business communications.
• Support website content management by coordinating publication schedules, approvals, and maintaining governance documentation for accuracy.
• Organize logistics and coordination for client and prospect events, including invitations, RSVPs, venue arrangements, and post-event follow-ups.
• Maintain CRM data accuracy by updating records and generating pipeline and prospecting reports; support CRM adoption and reporting processes.
• Identify and implement improvements in reporting, tracking, and operational workflows; maintain process documentation and support automation projects to enhance governance and consistency.

Required Qualifications

• Bachelor’s degree in Business Administration, Marketing, Communications, Commerce, Management, or related fields. MBA or Master’s preferred.
• Relevant certifications including Salesforce CRM or CRM administration, advanced Microsoft Excel and PowerPoint skills, project management fundamentals (CAPM/PRINCE2 or equivalent), business analysis, digital marketing, document management, Power BI, and stakeholder management training.

Experience

• 3 to 8 years in roles related to Business Development Support, Commercial Operations, Sales or Marketing Operations, Project Coordination, especially in professional services environments.
• Experience supporting cross-functional teams including international stakeholders is desirable.
• Background in insurance, financial services, or professional services is an advantage.

Knowledge and Skills

• Understanding of sales and business development processes and marketing collateral lifecycle management.
• Proficient with CRM platforms such as Salesforce, Gallagher WIN, Dynamics or equivalents.
• Experienced in preparing business reports and dashboards.
• Strong capabilities in Microsoft Excel, PowerPoint, and Office Suite; skilled in data analysis and reporting.
• Effective in meeting management, stakeholder communication, and project administration.