Strategic Operations Associate

First Connect Insurance Services

Strategic operations associate helping First Connect Insurance’s agent platform grow through data-driven projects. Analyzing funnels, launching initiatives, and building KPI dashboards across cross-functional teams.

Posted 8/5/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $130,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data analysis and project management, with a strong ability to navigate ambiguity and drive strategic initiatives. Proficient in creating project plans, tracking KPIs, and collaborating across departments to enhance business performance.

Highest-signal resume keywords

Data AnalysisProject ManagementKPI TrackingExcel ProficiencyCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisProject ManagementKPI TrackingExcel ProficiencyPerformance Diagnosis

Soft Skills

Communication SkillsNavigating AmbiguityCollaboration

Tools & Technologies

Dashboards

Industry Keywords

Management ConsultingInvestment BankingHigh-Growth Technology

About the role

Key responsibilities & impact

Own strategic projects end to end, from diagnosing performance drivers through prioritization, planning, and execution
Analyze data to understand what drives business metrics
Form and advocate for data-backed initiative priorities
Create project plans with clear deliverables and success metrics
Coordinate with Sales, Marketing, Product, and Finance while performing hands-on operational work
Navigate ambiguity and advance initiatives without direct authority
Track post-launch KPIs and communicate initiative performance
Diagnose underperformance and recommend concrete changes
Build repeatable methods for analyzing and reporting metrics
Analyze onboarding-funnel outreach and agency productivity
Identify high-potential agency segments and support targeted outbound campaigns
Establish weekly KPIs with Account Management leadership and build dashboards for leadership visibility

Requirements

What you’ll need

3–5+ years of experience operating in a fast-paced, analytically rigorous environment in management consulting, investment banking, or a high-growth technology company
Comfort with Excel required
Ability to interpret messy datasets and form business opinions from analysis
Willingness to perform hands-on operational work, not just analysis
Comfort navigating ambiguity without much formal authority
Strong written and verbal communication skills

Benefits

Comp & perks

Multiple medical plans to choose from and 100% employer-covered dental; vision plans for team members and their families
401(k) retirement plan
Short- and long-term disability
Employer-paid life insurance
Flexible Spending Accounts (FSA) for health and dependent care
Employee Assistance Program (EAP)
Employer-provided work-from-home equipment
$85 monthly expense stipend
Equity compensation eligibility
Training and internal career growth opportunities
Flexible Time Off