Revenue Optimization & Strategic Engagement Director
Our client is a leading specialty insurance and reinsurance provider, known for its integrity, teamwork, and stability. They have been around for over 80 years, offering flexible insurance solutions, particularly in workers' compensation and general liability. The company is highly rated by A.M. Best and provides competitive salaries, exceptional benefits, and a supportive work environment.
This position sits in the Client Engagement Department which collaborates with business stakeholders, brokers, policyholders, and clients to drive strategic partnerships, enhance client relationships, and optimize account management strategies. As the Director of Revenue Optimization and Strategic Engagement, you will lead growth initiatives, align revenue strategy with organizational goals, oversee the customer journey, optimize broker relationships, and champion advanced technologies like Salesforce and predictive analytics platforms. This role involves cross-functional collaboration with leaders in Finance, Product, Underwriting, and Marketing to ensure superior client experiences and operational excellence.
Key Responsibilities:
Revenue Strategy & Planning:
- Partner with key stakeholders to design and implement growth strategies aligned with organizational goals.
- Evaluate revenue performance through KPIs, forecasts, and customer segmentation insights.
- Identify and prioritize high-impact revenue opportunities across customer and distribution channels.
Process Optimization:
- Map and refine the entire customer journey-from lead acquisition through servicing and renewal.
- Standardize workflows across brokers, sales, and retention teams to improve operational efficiency.
- Translate market and product data into insights that inform strategic engagement and distribution strategies.
Analytics & Performance:
- Build and maintain strategic broker relationships to enhance distribution success and gather market intelligence.
- Lead the development of dashboards, predictive models, and reporting tools to monitor performance and customer engagement.
- Champion the adoption of technologies that support sales effectiveness and customer success.
Technology & Tools:
- Oversee the integration and effective use of platforms such as Salesforce, AMS systems, and marketing automation tools.
- Collaborate with IT and business teams to ensure seamless data flow and tool functionality.
- Promote user adoption of RevOps systems and platforms both internally and externally.
Cross-Functional Leadership:
- Work closely with cross-functional partners-Finance, Product, Underwriting, and Marketing-to align on strategic priorities.
- Lead a high-performing Revenue Optimization team focused on insight-driven engagement.
- Support product development and market research from a revenue optimization perspective.
Qualifications:
- Hybrid work schedule: minimum 3 days per week from one of these locations: St. Louis, MO, Chicago, IL, New York, NY, Dallas, TX, or Atlanta/Alpharetta, GA.
- 10+ years of progressive experience in revenue management, sales operations, analytics, or strategic engagement.
- Proven ability to lead cross-functional teams and influence at all levels.
- Strong communication and stakeholder management skills.
- Proficiency in Salesforce, Tableau, Power BI, and data visualization techniques.
- Willingness to travel up to 25%.
- Bachelor's degree required.
- Advanced degree in Business, Economics, or Analytics is preferred.
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