Revenue Optimization Manager

The Client Engagement Department engages internally with our business stakeholders and externally with our brokers, policyholders and TPA clients. We work to drive strategic partnerships, enhance client relationships, and optimize account management strategies. This group is instrumental in expanding our market presence, strengthening client retention, and fostering long-term business relationships that contribute to revenue growth and operational excellence focused on the voice of the customer.

Are you passionate about turning data into actionable insights that drive business growth? Do you thrive at the intersection of analytics, technology, and strategic collaboration? As our Revenue Optimization Manager, you'll play an integral role in advancing Safety National's revenue strategies by leveraging data, optimizing processes, and empowering teams to make informed business decisions.

In this role, you'll partner closely with revenue teams, leadership, and broker relations professionals to identify growth opportunities, enhance operational efficiencies, and strengthen our approach to revenue optimization. You'll transform complex data into meaningful insights, develop innovative reporting solutions, and help shape revenue goals across the organization. Your expertise in analytics, CRM systems, and business intelligence tools will be essential in driving continuous improvement and ensuring our teams have the information and resources needed to succeed.

• Monitor revenue metrics, forecasts, and leading indicators to identify emerging trends, evaluate performance, and provide actionable recommendations to leadership.
• Collaborate with revenue teams and broker carrier relations professionals to develop growth strategies, improve business processes, and enhance the sales, onboarding, and renewal experience.
• Analyze data from multiple sources and develop comprehensive reports, interactive dashboards, and analytical models using Excel, Salesforce, Power BI, and other business intelligence tools.
• Support the development of annual revenue growth goals across the enterprise, broker relationships, regional offices, teams, and individuals through historical analysis and statistical forecasting.
• Oversee Salesforce pipeline data quality, enrichment, and maintenance to support accurate reporting, forecasting, and strategic decision-making.
• Serve as a subject matter expert for the sales technology stack, identifying opportunities to improve user experience, streamline processes, and enhance system capabilities.
• Partner with Systems Operations and internal analytics teams to coordinate Salesforce enhancements, automation initiatives, data improvements, and user adoption.
• Champion data literacy by developing and delivering Salesforce training, maintaining best practices documentation, and helping employees effectively leverage available tools and information.
• Evaluate territory assignments and productivity trends to recommend adjustments that support revenue growth and operational effectiveness.
• Develop compelling sales presentations and strategic reports that combine quantitative insights, industry intelligence, and market trends.
• Stay informed about emerging technologies, business intelligence capabilities, and industry developments to identify opportunities for innovation.
• Travel to regional offices as needed to facilitate training, strengthen collaboration, and support strategic initiatives.

• A bachelor's degree in Business, Finance, Accounting, Data Science, or a related analytical field is required.
• Master's degree in a related field is preferred.

• 5 or more years of progressive experience in revenue, sales, marketing, business operations, business analytics, or a related field.
• 2 or more years of experience in analytical reporting and data visualization.
• Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft Office Suite applications.
• Familiarity with CRM systems, data warehouses, and business intelligence tools such as Salesforce, Snowflake, Power BI, or Tableau.
• Strong analytical, critical thinking, and problem-solving skills, with the ability to translate complex information into actionable business strategies.
• Comprehensive understanding of sales, marketing, business processes, and application development concepts.
• Ability to analyze business performance, identify growth opportunities,…