Date: 11 Aug 2026
Location:
MELBOURNE, VIC, AU, 3008 SYDNEY, NSW, AU, 2000 BRISBANE, QLD, AU, 4000 HOBART, TAS, AU, 7000
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Employment Type: Permanent Full Time
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Pivotal role in our Workplace Transformation Agenda
Location Agnostic
Employer Super, Mastertrust
The opportunity to join our team
Reporting to the Senior Manager Employer Super, you will be responsible for supporting the delivery of a data-driven, scalable and digital-first enablement model for the Employer Super function by providing high-quality reporting, actionable insights, and effective CRM governance.
The role enables Account Directors and Account Managers to focus on strategic client engagement by reducing manual effort, improving data quality and embedding self-service reporting and automation capability. It also plays a key role in supporting the transition to a system-led, insight-driven servicing model aligned to the broader workplace transformation agenda.
Key Responsibilities:
Develop and maintain reporting, dashboards and insights across employer engagement retention, service performance and contribution trends
Translate complex data into clear and actionable recommendations that support business and client outcomes
Manage and engage a diverse range of stakeholders across business, technology, operations and leadership teams, building strong relationships and fostering collaboration
Drive uplift in CRM usage across the Institutional Super, Corporate Super and CRA teams through training, guidance and monitoring, ensuring consistent and accurate data capture aligned to reporting and compliance requirements
Drive enablement initiatives through the development of reporting standards, governance practices, data quality improvements and stakeholder education.
Design and deliver self-service reporting tools for account manager, employers and advisers, enabling proactive access to insights and reducing reliance on manual reporting support
Leverage digital and AI-enabled tools to improve insight generation, query resolution and reporting efficiency
Support delivery and continuous improvement of enablement tools and processes, including policy committee reporting, due diligence responses and standardised reporting templates
Develop and support employer-level insights across engagement, digital adoption and payroll/contribution behaviour to enable targeted communication and lifecycle management
Facilitate workshops, governance forums and stakeholder meetings to gather requirements, align priorities and drive outcomes.
Assist in evaluating the impact of change on workflows, data capture and reporting outputs, and support adoption of new tools, processes and reporting models
Contribute to continuous improvement of governance frameworks and reporting standards
Drive data integrity and CRM governance standards across Employer Super teams
What you will bring:
Extensive experience in data analysis, reporting, business intelligence or enablement roles within complex environments
Excellent attention to detail and a strong understanding of data governance principles
The ability to interpret data and communicate insights in a clear, meaningful way
A continuous improvement mindset with experience identifying automation opportunities
Strong stakeholder management, communication and influencing skills
Experience in Superannuation, Wealth management Industry highly regarded
Make your move. Make your mark.
What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives
If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.
Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.
Showing up for every Australian
We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.
To Apply
Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working\-with\-us/why\-join\-our\-team.
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.