Trading Strategy & Performance Manager

Job Description:

Job Title: Trading Strategy & Performance Manager

Job Grade: D17
Salary: Competitive salary + fantastic benefits

Location Status: Hybrid (flexible working options available)

Locations:

• Bupa Place, Salford – working from home 3 days per week
• Angel Court, London – working from home 3 days per week, with travel to Bupa Place, Salford required twice per month

Contract Type: Permanent

Working Pattern: Full-time, 37.5 hours per week

About the Role

We're looking for a commercially minded Trading Strategy & Performance Manager to drive trading effectiveness across our SME distribution business. This is a high-profile role that combines commercial strategy, performance insight, stakeholder leadership, and operational delivery to help maximise growth opportunities across New Business, Retention, and B2B Operations.

Working closely with senior leaders across Sales, Operations, Finance, Digital, Resource Planning and Sales Excellence, you'll create a clear view of commercial performance, identify growth opportunities, and ensure trading initiatives are prioritised and delivered for maximum impact.

What You'll Be Doing

Trading Strategy & Prioritisation

• Develop and maintain an integrated SME trading strategy aligned to business objectives.
• Identify and prioritise growth opportunities across SME portfolios.
• Provide evidence-based recommendations to senior leaders on trading focus and commercial priorities.
• Assess market trends, customer insights and performance data to support strategic decision-making.

Trading Performance & Insight

• Create and maintain a commercial trading performance framework.
• Translate complex data into meaningful commercial insights and recommendations.
• Highlight risks, opportunities and performance trends across the trading lifecycle.
• Drive a consistent understanding of performance across key business forums.

Trading Resource Alignment

• Provide insight into where commercial effort generates the greatest return.
• Work with Finance and Resource Planning teams to support prioritisation decisions.
• Facilitate evidence-based discussions on resource allocation and commercial trade-offs.

Trading Initiatives & Test-and-Learn Programmes

• Design, coordinate and prioritise trading initiatives and campaigns.
• Establish robust test-and-learn methodologies to evaluate effectiveness.
• Scale successful initiatives and discontinue activities that don't deliver expected outcomes.
• Collaborate with operational, delivery and digital teams to ensure successful implementation.

Governance & Stakeholder Leadership

• Establish an effective trading operating rhythm across the SME business.
• Track initiative delivery, dependencies and benefits realisation.
• Build strong relationships with stakeholders across Sales, Finance, Operations, Product and Digital.
• Support senior leadership forums with concise analysis, insights and recommendations.

What We're Looking For

• Strong commercial experience within SME, B2B or regulated financial services environments.
• Proven ability to influence and drive outcomes across multiple functions without direct authority.
• Strong analytical skills with experience using performance data to inform commercial decisions.
• Understanding of sales, retention and operational models within a regulated environment.
• Graduate-level education or equivalent professional experience.

Key Skills

• Commercial strategy and planning
• Performance analysis and insight generation
• Stakeholder management and influencing
• Project prioritisation and governance
• Strategic problem-solving
• Data-driven decision making
• Change leadership and continuous improvement

Benefits

Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health – from mental and physical, to financial, social, and environmental wellbeing. We support flexible working and have a range of family friendly benefits.

Joining Bupa in this role you will receive the following benefits and more:

• 25 days holiday, increasing through length of service, with option to buy or sell

• Bupa health insurance as a benefit in kind

• An enhanced pension plan and life insurance

• Annual performance-based bonus

• Onsite gyms or local discounts where no onsite gym available

• Various other benefits and online discounts

Why Bupa?

We’re a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose – helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.

We encourage all of our people to “Be you at Bupa”, we champion diversity, and we understand the importance of our people representing the communities and customers we serve.  That’s why we especially encourage applications from people with diverse backgrounds and experiences.

Bupa is a Level 2 Disability Confident Employer. This means we aim to offer an interview/assessment to every disabled applicant who meets the minimum criteria for the role. We’ll make sure you are treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them. 

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