Commercial Planning and Performance Analyst – Bancassurance

Role Overview

• Support management in defining and monitoring the business plan (BP), targets, SLAs, and contracts.
• Monitor operational indicators (partner billing/revenue, conversion, average ticket value, lead volume, product share, churn, loss ratio).
• Use Looker dashboards to provide support.
• Propose best practices and strategies to meet challenges and achieve results.
• Coordinate with the sales team (Altio x Agency) on campaigns and training.
• Provide support for operational issues and feedback to partners related to bugs, workflows, processes, and the sales journey.
• Collaborate with Technology to support adjustments and improvements to integration with the Nexus platform and Portal.
• Monitor billing and commission reports and controls for monthly validation.
• Interact with the Sigdc team — supporting files for Caixa x MDS payments.
• Identify opportunities and suggest improvements in the sales process, integration, and communication flow.
• Develop and run sales recognition campaigns (Altio).
• Create dashboards for partner operations and sales tracking; schedule automatic dashboard delivery to partners.
• Maintain real-time controls for productivity KPIs (Looker Intraday).
• Manage supplier payments and issue invoices (Partner Portal + AdminV2).
• Define operational and strategic sales indicators to scale the business (Looker — Churn + Activation).
• Support the CX team with issue handling and complaints.
• Oversee partner onboarding and post-implementation, including integration and product testing (journey and improvements in Nexus).

Requirements

• Education: Degree in Business Administration, Engineering, Economics, or related field.
• Data Analysis: Proficiency in BI tools (Looker; knowledge of Tableau or Power BI is a plus) and advanced Excel/Google Sheets skills.
• Business Acumen: Experience with sales metrics (Churn, LTV, CAC, Conversion, Average Ticket Value).
• Experience with Partners/B2B2C: Familiarity with third-party commission and billing models.
• Problem-Solving Profile: Ability to liaise across business teams and Technology to report bugs and propose improvements.
• Sense of Urgency: Able to handle critical operational controls and issues.
• Analytical Thinking: Not only able to build dashboards but also to extract actionable insights from them.

Tech Stack

• Tableau

Benefits

• N/A