Senior Strategy & Analytics Manager

Senior Strategy & Analytics Manager

Requirements

• Bachelor’s degree in Business, Economics, Finance, Statistics, or related field; advanced degree preferred.
• Minimum of 6-8 years of experience in analytics, revenue strategy, strategy & operations, or management consulting for fast-paced, high-growth companies.
• Ability and appetite to learn quickly in a fast-paced environment.
• Advanced analytical skills: highly proficient in Excel and/or Google Sheets, ability to gather and clean data, quickly and correctly execute analyses, and draw out relevant insights. Experience with PowerBI is a plus.
• A demonstrated ability to work through ambiguous problems using structured and unstructured data.
• Proven track record of driving revenue growth and optimizing business operations through data-driven insights and strategic planning.
• Excellent communication and presentation skills, with the ability to effectively convey complex ideas to diverse audiences.
• Demonstrated ability to influence stakeholders, and drive consensus in a dynamic environment.
• Detail-oriented with a passion for problem-solving and continuous improvement.

Responsibilities

• Utilize advanced analytics techniques to analyze brokerage production, including agent performance, renewal trends, and market dynamics.
• Identify key drivers of brokerage success and develop predictive models to forecast renewal rates, retention and revenue projections and align sales goals to financial targets.
• Analyze and uncover the nuanced factors driving revenue performance by diving deep into data trends, market conditions, and operational processes to identify the root causes of challenges and opportunities.
• Provide actionable insights to stakeholders to inform decision-making and drive revenue optimization strategies.
• Generate regular reports and dashboards to provide visibility into renewal trends, agent performance, and revenue outcomes to a variety of stakeholders, including C-Suite, regional sales leaders and end sales users.
• Design and implement comprehensive reporting frameworks to track performance metrics for KPIs, Renewals targets and attainment, retention across various markets, tiers and other customer segments, and more.
• Develop business requirements for the Data & Business Intelligence team to iterate upon reporting and dashboards, and partner with that team in investigating issues and troubleshooting data code.
• Create and deliver various ad hoc analyses to provide actionable insights that empower the business to quickly pivot, optimize opportunities, and adapt to changing market conditions, ensuring agile decision-making and sustained growth.
• Develop and execute strategic plans to optimize the customer renewal process, ensuring alignment with company revenue goals and objectives.
• Leverage deep business knowledge to proactively identify and surface revenue-driving opportunities, working cross-functionally to implement strategies that capitalize on market trends, customer needs, and operational efficiencies for maximum growth potential.
• Develop and execute strategic initiatives from idea through implementation, build and own dynamic financial and operational models, providing real-time insights and scenario analysis that guide decision-making, optimize resource allocation, and drive business growth.
• Collaborate with cross-functional teams to identify opportunities for revenue growth and retention through renewals.
• Collaborate closely with sales leaders, strategic growth, operations, FP&A and business intelligence teams to ensure alignment on revenue strategy and execution.
• Communicate findings, insights, and recommendations to key stakeholders in a clear and concise manner.
• Act as a trusted advisor to senior leadership, providing strategic guidance and thought leadership on pricing and revenue strategy initiatives.

Preferred Qualifications

• Experience with PowerBI is a plus.
• Financial planning knowledge, and experience contributing to budgeting and forecasting, is a plus.