Strategy & Operations Manager

About the role

You’ll help drive growth initiatives across an expanding product portfolio, multiple channels, and the full customer lifecycle, working side by side with marketing, product, and sales leaders. Your job is to lead defined cross-functional projects that help scale revenue growth, and to take real ownership of the results.

What you'll do

• Own and drive defined growth projects from concept to completion, working closely with functional leaders
• Examples include launching an existing product in a new marketing channel, supporting the expansion of a product into a new distribution channel
• Lead cross-functional projects that span Product, Engineering, Marketing, Sales, and Partnerships, keeping stakeholders aligned and execution moving
• Support the identification and prioritization of growth opportunities across our expanding product portfolio (term life, IUL, estate planning)
• Dig into funnel, cohort, channel, and retention data to understand what’s driving results and where the biggest opportunities are

What you need

• SQL
• Excel
• Cross-selling

Good to have

• Investment banking