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- Tasks: Lead performance reporting and analysis to drive business improvements across various product lines.
- Company: Join Saga, a trusted brand for over 50s in the UK, with a focus on inclusivity.
- Benefits: Enjoy 25 days holiday, pension scheme, wellbeing programme, and discounts on travel and insurance.
- Why this job: Make a real impact by translating data into actionable insights that enhance customer experiences.
- Qualifications: Experience in data analysis, reporting, and project management; familiarity with BI tools is a plus.
- Other info: Hybrid working model with opportunities for career growth in a supportive environment.
The predicted salary is between 34000 - 38000 £ per year.
Overview
This role is accountable for delivering accurate, timely, and insightful reporting on business performance across multiple product lines including Savings, Equity Release, Mortgages, and Legal Services. The Performance & Reporting Lead will provide clear understanding of how actual performance compares to targets at every stage of the customer journey, with a focus on identifying and driving improvements. The role requires you to work from the Folkestone office a minimum of 2-3 times a week to collaborate and share success as a business.
Responsibilities
- Performance Analysis: Monitor and analyse performance metrics across the full customer journey to identify trends, variances, ROI and underlying drivers of over- or under-performance. Interpret Management Information (MI) from partners, internal Saga data, and market intelligence to pinpoint where and why conversion challenges occur.
- Insight Generation: Translate complex data into actionable insights that inform decision-making and support strategic objectives. Provide clear, evidence-based recommendations to improve conversion rates and outcomes across product lines.
- Conversion Optimisation & Continuous Improvement: Lead initiatives to increase conversion at key stages of the customer journey—from initial engagement through to completion. Collaborate with stakeholders to design and implement changes that remove friction and deliver measurable improvements.
- Reporting Excellence: Ensure all reporting is accurate, consistent, and delivered within agreed timelines. Develop and maintain robust reporting frameworks that highlight conversion performance and performance against key metrics to support transparency and accountability. Produce weekly and monthly performance reports for senior stakeholders, and create and maintain dashboards presenting key metrics using BI tools (e.g., Power BI, Tableau). Conduct detailed analysis of conversion rates across the end-to-end journey, identify factors influencing performance, and work with stakeholders to recommend improvements. Own and implement trading improvement plans based on insights, collaborating with partners and operations to drive measurable outcomes. Translate complex data into actionable insights to inform strategic decisions and support commercial objectives. Manage performance-related projects from inception to completion, ensuring timely delivery, risk management, and clear stakeholder communication. Identify opportunities for process optimisation and lead initiatives to enhance efficiency and customer experience. Maintain high standards of data accuracy and ensure compliance with regulatory requirements in all reporting activities. Collaborate with Product, Marketing, Finance, and partner teams to align reporting and improvement initiatives with business goals. Contribute to the development of forecasting models and performance benchmarks to guide future planning.
Ideal Candidate
- Exposure to FCA or similar regulatory frameworks in reporting and customer outcomes.
- Ability to manipulate and interpret large datasets using Excel, SQL, and BI tools (e.g., Power BI, Tableau).
- Strong capability to track KPIs, identify variances, and highlight trends.
- Proven track record of producing regular business performance reports for senior stakeholders.
- Experience in MI and market trends analysis to inform business decisions.
- Experience mapping and improving end-to-end customer journeys.
- Experience translating data into actionable recommendations for commercial improvement.
- Hands-on experience in developing and executing plans to improve trading performance.
- Ability to lead projects from inception to completion, including risk management.
- Skilled in creating accurate, timely, and visually clear reports and dashboards for weekly/monthly reporting.
- Expertise in identifying inefficiencies and implementing continuous improvement initiatives.
- Competence in planning, organising, and monitoring operational tasks to meet deadlines.
- Understanding of operational controls and governance frameworks.
- Ability to present complex data clearly and influence decision-making.
- Familiarity with CRM systems and data extraction tools for operational reporting.
- Ensuring accuracy and consistency in all reporting outputs.
Desirable:
- Experience within Savings, Mortgages, Equity Release, or Legal Services sectors.
- Experience coordinating between Product, Marketing, Finance, and Operations teams.
- Ability to analyse customer journey metrics and optimise conversion points and other areas of improvement.
- Experience driving operational efficiency and supporting change management initiatives.
Benefits
- 25 days holiday + bank holidays
- Option to purchase additional leave - 5 extra days
- Pension scheme matched up to 10%
- Company performance related annual bonus - Up to 5%
- Life assurance policy on joining us, 4 x salary
- Wellbeing programme
- Colleague discounts including family discounts on cruises, holidays and insurance
- Range of reductions and offers from leading retailers, travel groups and entertainment companies
- Enhanced maternity and paternity leave
- Grandparents leave
- Income protection
- Access to Saga Academy, our bespoke learning platform
About The Company
Over the past 70 years we have become the UK's specialist provider of products and services to people aged over 50 in the UK. We’re one of the most recognised and trusted brands amongst UK consumers in this demographic, recognised for its high-quality products and exceptional standards of service. Our product portfolio includes cruises, holidays, insurance, personal finance products and our Saga Magazine. We aim to be the most-trusted brand for older people in the UK. Our values underpin our approach and help guide us to deliver our purpose. We’re committed to making sure that colleagues can be their best, be themselves and make a difference – more than anywhere else. We do this by creating a truly inclusive culture, where all colleagues can bring their full and authentic selves to work and be treated with dignity and respect in an environment that is free from discrimination and harassment. Thanks to our people, Saga has been ranked 6th in the UK’s Best Employers 2025 by the Financial Times and Statista. This award belongs to all our colleagues who collectively make Saga a fantastic place to work. We are champions of age inclusivity and signatories of the Age-Friendly Employer Pledge, with multigenerational teams. We’re also a committed Disability Confident employer and ensure that our recruitment process is inclusive and accessible. Your application will have fair consideration, and you’ll receive personal communication throughout your applicant journey when you apply to join Saga.
Business Performance and Reporting Lead in Folkestone employer: Saga plc.
Contact Detail:
Saga plc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Performance and Reporting Lead in Folkestone
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its products. Understand their performance metrics and be ready to discuss how your skills can help improve their business outcomes.
✨Tip Number 3
Practice your pitch! Be clear about your experience with data analysis and reporting. Show how you can translate complex data into actionable insights that drive performance improvements.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Business Performance and Reporting Lead in Folkestone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Performance and Reporting Lead role. Highlight relevant experience, especially in performance analysis and reporting. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention any experience with BI tools like Power BI or Tableau.
Showcase Your Data Skills: Since this role involves a lot of data interpretation, make sure to showcase your ability to manipulate large datasets. Mention any specific projects where you've turned complex data into actionable insights – we love that!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Saga plc.
✨Know Your Numbers
Before the interview, brush up on key performance metrics relevant to the role. Be ready to discuss how you’ve used data analysis in previous positions to drive improvements and inform decision-making. This will show your potential employer that you understand the importance of performance metrics in business.
✨Master the Art of Insight Generation
Prepare examples of how you've translated complex data into actionable insights. Think about specific instances where your recommendations led to measurable improvements. This will demonstrate your ability to not just analyse data, but also to use it strategically.
✨Showcase Your Collaboration Skills
Since this role involves working with various teams, be ready to share experiences where you successfully collaborated with stakeholders. Highlight how you’ve led projects from inception to completion, ensuring clear communication and risk management throughout the process.
✨Be Ready for Technical Questions
Expect questions about your proficiency with tools like Excel, SQL, and BI platforms such as Power BI or Tableau. Brush up on your technical skills and be prepared to discuss how you’ve used these tools to create reports and dashboards that support business objectives.
