Marsh & McLennan Companies

Company:

Marsh

Description:

We are seeking a detail-oriented and proactive (Senior) BD Coordination Manager to join our team. The ideal candidate will be responsible for tracking and monitoring the sales pipeline, providing operational reports, and supporting sales leaders in achieving their targets. This role requires strong analytical skills, excellent communication abilities, and a collaborative mindset to work effectively with various teams.

We will count on you to:

Sales Pipeline Management:

• Track and monitor the sales pipeline using CRM tools.
• Review opportunities with the broader team to determine whether to pursue or drop them.
• Update opportunity details and inform prospects as applicable.

Operational Reporting:

• Provide operational reports focusing on internal performance metrics such as productivity and quality.
• Utilize workflow and core platform solutions to generate insights.
• Create and customize MPower views, reports, and dashboards for Business Unit leaders.
• Support CE and DE leaders in setting up team and individual sales targets and monitor progress.

Training and Support:

• Prepare and deliver MPower training sessions for all Marsh users in the Mandarin-speaking region.
• Conduct SIP training for all related colleagues.
• Answer daily user questions regarding system functions and reporting, and report any system errors to the global support team.

User Acceptance Testing (UAT):

• Attend guru meetings to stay informed about system updates and vulnerabilities.
• Participate in UAT testing and report bugs.

Sales Campaign Management:

• Promote global and regional sales campaigns among colleagues and provide local results to the regional team.
• Conduct required analysis and prepare presentations for sales leaders.

SIP (Sales Incentive Plan) Verification and Audit:

• Consolidate SIP updates from teams and verify details against the billing system.
• Answer questions related to SIP calculations and provide detailed calculation sheets.

What you need to have:

• Bachelor’s degree in Business Administration, Finance, Accounting or a related field.
• 5+ years of experience in sales operations, analytics, or a similar role in Finance industry (Insurance industry is a plus).
• Proficiency in CRM software and reporting tools (e.g. Microsoft Dynamics 365).
• Proficiency in MS office tools i.e. Excel, Powerpoint, Sharepoint, etc.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a team environment.
• Fluency in both Mandarin & English.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In the recruitment process, Marsh McLennan does not restrict a position to a particular gender, does not inquire or investigate the marital or maternal status of female candidates, does not impose any limitations on marriage or childbirth, does not use marital or maternal status of a condition for hiring, and does not raise the qualification standard for female candidates. When you apply for a position with us, we must obtain Personal Data, which is any data that can directly or indirectly lead to the identification of a specific individual, such as your name, contact information, employment history, education information, work skills, and licensure and certifications (if applicable). We also collect any other information you have provided in your CV, covering letter, application form, or during an interview (if applicable). Marsh McLennan limits the Personal Data that it collects to that which is relevant and proportionate for the intended purpose. Where necessary and permitted or required by law, we may collect Personal Data deemed sensitive under applicable law (for example, ethnicity, fitness to work or criminal convictions information). Marsh McLennan collects Personal Data directly from you and, depending on the circumstances and the type of role applied for, recruitment agencies, background check providers, your named referees and occupational health providers. Marsh McLennan retains Personal Data consistent with applicable local law and business practices Please make sure you read through and fully understand our “Job Applicant Data Privacy Statement” before you submit your application.