Revenue Optimization & Strategic Engagement Director

Description

At Safety National, we don't just offer jobs - we build careers with purpose! Since 1942, we've been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success—both personally and professionally. Ready to grow with us? Apply today!

Department Overview

This opportunity is in the Client Engagement department, which engages internally with our business stakeholders and externally with our brokers, policyholders, and TPA clients. We drive strategic partnerships, enhance client relationships, and optimize account management strategies to expand market presence, strengthen client retention, and foster long-term business relationships that contribute to revenue growth and operational excellence focused on the voice of the customer.

Role Description

Imagine yourself leading growth initiatives at a strategic level, driving collaboration across Sales, Marketing, Underwriting, and Client Engagement teams. As Director of Revenue Optimization and Strategic Engagement, you will align revenue strategy and execution with organizational goals, using data-driven insights and customer segmentation to identify key opportunities. You will oversee the entire customer journey, optimize broker relationships, and lead process improvements to ensure superior client experiences. You will also champion the adoption of advanced technologies like Salesforce and predictive analytics platforms, collaborating cross-functionally with leaders in Finance, Product, Underwriting, and Marketing. If you are passionate about scalable growth, operational excellence, and making a significant impact, this role is tailor-made for you.

Responsibilities

1. 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.
2. 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.
3. 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.
4. 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.
5. 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

Education

• Bachelor's degree required
• Advanced degree in Business, Economics, or Analytics is preferred.

Required Qualifications

• Must be authorized to work in the U.S. without sponsorship now or in the future.
• Hybrid work schedule with a minimum of 3 days per week in one of the specified office locations.
• 10+ years of experience in revenue management, sales operations, analytics, or strategic engagement.
• Proven leadership and stakeholder management skills.
• Proficiency in Salesforce, Tableau, Power BI, and data visualization techniques.
• Willingness to travel up to 25%.

Preferred Qualifications

• Leadership in Revenue Optimization.
• Experience in commercial insurance or distribution strategy.

Additional Information

Protect the confidentiality, integrity, and availability of information and technology assets according to company policies.

About Safety National

Safety National, a leading specialty insurance and reinsurance provider and subsidiary of Tokio Marine, offers a rich 80-year history of expertise and a culture built on relationships.

Total Rewards

Our comprehensive package includes competitive salary, bonuses, health benefits, 401(k) matching, profit sharing, family benefits, paid time off, and professional development opportunities. The target salary range is $130,000 to $210,000, based on experience and location.

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