Job Summary:

The Manager of Workflow Strategy and Analysis will support SelectQuote’s Sales Qualification Team creating, implementing and optimizing contact strategies and lead distribution. This role is responsible for managing pre-agent contact outbound lead strategies, inbound call strategies and lead overflow vendor management to optimize profit per lead. The Senior Manager of Workflow Strategy and Analysis needs to effectively manage cross-functional team members and communicate to various internal customers.

SelectQuote purchases and generates millions of leads per year and is a leading distributor of various insurance products ranging from term life insurance to Medicare and auto & home insurance.

Primary responsibilities:

  • Lead and guide the Sales Qualification strategy and ensure appropriate accountability and key performance objectives are met
  • Responsible for leading the optimization of SelectQuote and Inside Responses’ “routing strategies that generate the highest ROI on every lead through a disciplined quantitative approach
  • Guide and lead compensation plan design and agent leveling strategies for Sales Qualification that result in proper incentive alignment for both the individual and the company
  • Drive the evolution of SelectQuote’s long-term pre-quote outbound and inbound strategies through innovative process design, technology solutions, and cross-functional leadership
  • Continuously assess department for process improvement opportunities and lead the implementation of solutions
  • Effectively summarize and communicate department results and ad hoc initiatives weekly to various stakeholders
  • Partner with IT, Telecom, Consumer Life Cycle Management, and Sr. Directors of Marketing to execute on various projects ranging from lead plans, call strategies, integrated dialing strategies with text messages, etc.
  • Create, prepare, and analyze reports and metrics to identify opportunities where desired call metrics are not meeting fundamental operational goals or pacing towards success and take action

Training & Experience:

  • BA / BS computer science/MIS, mathematics, marketing, finance, , preferred with strong undergraduate track record
  • 3+ years of experience in a heavy analytical role
  • 3+ years of experience in an operational discipline (sales operations, supply chain, etc.) with responsibility for delivering against a set of KPIs
  • Proven track record of managing to a set of operational KPIs and hitting performance objectives
  • Proven experience as both a player and a coach – ability to execute while also leading and influencing others
  • Bachelor’s degree (MBA preferred)

Interpersonal Skills/Qualifications:

  • Quick to learn complex integrated systems, quick to understand how to interpret and utilize disparate data sets
  • Extremely strong analytical skills – must be able to understand KPIs and use data to identify issues and make decisions
  • Excellence in operations and executing new initiatives quickly
  • Strong communication skills and a proven ability to influence peers
  • Strong project management skills
  • Excellent executive presence as this role will have C-suite visibility
  • Entrepreneurial spirit – creativity to identify opportunities when others may not see them and a willingness to “roll up your sleeves” to execute
  • Proactive, impatient nature, taking ownership of projects and acting as a driving force for progress
  • Flexibility to adapt and change as priorities evolve
  • Ability to manage multiple priorities at the same time