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Sun Life

Global financial services for insurance, investments

Senior Best Practice Consultant - Best Practice

Data AnalysisUpdated on Nov 11
Full-timeTaguig, Metro Manila, PhilippinesNo salary listedIn-person

About the Job

Requirements

  • Excellent communication and influencing skills, including adapting messaging for different audiences and senior stakeholders.
  • Experience understanding complex business problems, developing data-driven solutions, and translating analysis into practical recommendations.
  • Strong Excel skills, including work with large datasets, pivot tables, formulas, report building, and operational reporting.
  • Strong Tableau skills, including building or maintaining dashboards and reporting views.
  • Strong judgment and ownership, with the ability to manage competing priorities, work through ambiguity, and produce high-quality deliverables with limited direction.
  • A bachelor's degree in Business, Operations, Analytics, or a related field.
  • At least five years of relevant work experience in business analysis, operational performance, process improvement, analytics, or a similar role in a call centre or comparable operations environment.
  • Proven experience in business analysis, operational analysis, or continuous improvement, preferably within a call centre, client care, or similar operations environment.
  • Strong analytical capability, including translating complex business problems and large datasets into actionable, data-driven recommendations.
  • Advanced proficiency in Microsoft Excel, including pivot tables, formulas, data analysis, and operational reporting.
  • Working proficiency in Tableau, including building or maintaining dashboards and reporting views.
  • Strong understanding of operational performance drivers, including process efficiency, capacity, productivity, and performance metrics.
  • Excellent written and verbal communication and influencing skills, including presenting complex insights clearly to senior stakeholders.
  • Ability to exercise sound judgment, challenge assumptions, work through ambiguity, manage competing priorities, and deliver high-quality outputs with limited supervision.
  • Relevant post-secondary education in Business, Analytics, or a related discipline, or an equivalent combination of education and relevant professional experience.

Responsibilities

  • Conduct in-depth business and operational analysis to identify trends, root causes, risks, opportunities, and business impacts across Client Care Centre initiatives.
  • Define, track, and communicate pre- and post-release success measures, compare expected outcomes with actual results, and identify key drivers of variance.
  • Challenge assumptions, validate findings, and develop clear recommendations that support business decisions.
  • Develop and maintain data models and reporting views that support consistent tracking of initiative impacts and reliable access to operational performance metrics.
  • Communicate complex problems and data-driven insights clearly to stakeholders at different organizational levels, including senior audiences.

Desired Qualifications

  • Experience in a call centre or similar operations environment, including understanding of processes, capacity, and performance drivers, is considered an asset.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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