Houston​/Woodlands New Business Analyst

Aon Is Looking for a New Business Analyst (NBA) in Houston/The Woodlands!

As the local NBA, you will partner with local and sub‑regional commercial leaders to plan, implement and track key growth initiatives. You work at the intersection of business, technology, data, and marketing to drive cross‑functional collaboration. You will enable our client‑facing colleagues to bring the best of the firm to clients. To achieve this, you will use Aon and third‑party tools, technology, processes, analytics and AI to help implement growth strategies aligned with Aon’s global standards.

You will report to the sub‑region Sales Enablement leader.

This is a hybrid role out of our office in Houston, TX.

• Participate in national, regional, and working group calls with Sales Enablement/Operations and other NBAs, Project Managers, offshore teams, and Sales Enablement leaders
• Partner with Sales Directors to identify and activate new business initiatives in the local office
• Use Local Market Planning, Account Information Dashboard and other whitespace/prospecting tools to build and implement targeted growth strategies
• Facilitate the Client Feedback process and generate insight to grow and retain existing clients in partnership with commercial leaders and account teams
• Provide strategic guidance and operational support for the adoption and implementation of key North America Growth processes (Strategic Account Reviews, Quarterly Producer Reviews, Jeopardy, Client Planning, etc.)
• Facilitate account and industry research using AI, analyst reports, and financial sources to identify risk profiles, industry trends, business challenges and opportunities aligned with Aon solutions
• Identify prospects and clients for outreach initiatives and ensure that marketing automation and CRM platforms are configured to track commercial results
• Implement national sales initiatives at the local level, including industry, product, cross‑sell, and named account strategies
• Coordinate annual business planning and goal allocation with local leadership, aligned with North American tools and process

• Partner with Regional and National Sales Operations to deliver consistent pipeline and financial reporting and insight via Power BI and other analytics platforms
• Review marketing campaign and event effectiveness and recommend local actions to improve results
• Help build market level and individual sales plans, including Quarterly Producer Assessment reporting, accurately and on time
• Provide operational assistance and strategic analysis for prospect and client presentations
• Support Sales Directors and Managers with revenue analyses, performance valuation, and sales/marketing statistics

• Serve as the office Aon Connect expert, supporting users with training and licensing for new hires and ongoing team training
• Coordinate with CRM technology team on rollout of new features and enhancements, enhancement requests, and functional issues
• Participate in the AC national support team

• Use and provide regular feedback on Aon enterprise grade reporting tools to ensure they meet regional and local needs
• Develop insights to manage the new business pipeline, whitespace, and provide proactive insight to accounts in Jeopardy
• Partner with commercial and solution line leaders to conduct regular review of KPIs associated with New Business and Retention activities (including Global Standards)
• Monitor and provide insight on client relationships and sentiment through client feedback surveys

• Build strong relationships and collaborate with stakeholders at various levels across the organization to understand their process requirements and gather feedback
• In partnership with Regional Sales Enablement team, drive stakeholders to efficient, effective, and scalable ways to meet their needs

• 2+ plus years of experience in a leadership role
• Strong process, technology and organizational skills
• Analytical and problem‑solving skills, with the ability to identify gaps and recommended…