Ecommerce

• Partner with Business Leaders: Serve as a trusted advisor to Marketing, Digital, and Member Experience leaders by delivering meaningful financial insights that support strategic business decisions.
• Drive Decision Support: Help leadership evaluate investments, staffing strategies, and operational tradeoffs through proactive financial analysis and scenario modeling.
• Business Case Development: Create ROI analyses, net present value models, and executive-level recommendations that support strategic initiatives and investments.
• Perform Scenario Modeling: Develop financial scenarios that help leaders assess funding priorities, operational changes, and growth opportunities.
• Analyze Capacity & Productivity: Evaluate staffing efficiency, productivity metrics, and delivery economics to optimize organizational performance.
• Support Financial Planning: Lead forecasting, budgeting, and financial planning activities across assigned portfolios and cost centers.
• Develop Executive Narratives: Translate complex financial data into concise, compelling executive-level presentations and financial storytelling.
• Prepare Financial Reporting: Deliver monthly reporting packages, variance analysis, and actionable business insights that support leadership visibility and decision-making.
• Improve Finance Processes: Identify opportunities to simplify, standardize, and improve Finance partnership processes across Marketing and operational teams.
• Drive Cross-Functional Collaboration: Partner across Finance and business teams to improve consistency, reporting efficiency, and strategic alignment.
• Support Portfolio Consolidation: Assist with consolidation and reporting preparation across multiple business portfolios and initiatives.

Senior Financial Analyst – Member & Digital Experience

• Oversee user experience (UX) design ideation, and iteration, while ensuring the team adheres to best practices
• Provide strategic direction in the development of testing approaches, including strategy, participant recruitment, and leveraging vendors and/or technology in the process
• Enable the UX design process through strategic evaluation, acquisition, and management of technology/tools
• Provide project support, to include translating design into project requirements, effectively communicating business needs, managing deadlines and team deliverables, and supporting implementation
• Oversee the development and deployment of digital content across platforms to ensure editorial consistency and adherence to brand and corporate digital guidelines
• Partner with team members to develop, implement, and communicate digital governance practices
• Responsible for member engagement strategy and omni-channel content development
• Responsible for recruiting and hiring, coaching and mentoring, monitoring and evaluation, and addressing all disciplinary issues in a timely manner
• Encourage staff in creating and maintaining a work environment with a high morale and employee satisfaction through support of professional development, training, career growth, and rewarding high performance
• Conduct market and design research in support of digital strategy efforts
• Monitor industry trends incorporate best practices into work processes and communicate findings to leadership to ensure competitiveness in the market
• Manage relationships with vendors, internal stakeholders, and I/S to ensure alignment on digital priorities, DX-driven communication strategies, and the successful execution of projects

Digital Experience Design Manager

• This role is a business product people leader in a business‑led, technology‑enabled delivery model.
• The Senior Manager is accountable for end-to-end execution of agent and member digital sales and service experiences within CSAA personal lines, ensuring consistent, high-quality delivery across distribution channels.
• This people leader owns delivery outcomes, experience quality, driving digital experience innovation through emerging technologies, and KPI performance within their domain, translating enterprise strategy into executable roadmaps and results.
• The role leads a team of Product Managers and ensures alignment across cross-functional partners to deliver business outcomes.
• The Senior Manager operates with significant autonomy in execution and prioritization, while aligning to broader strategic direction.
• Success requires strong leadership in a matrixed environment and the ability to drive clarity, accountability, and results across stakeholders.

Senior Manager, Digital Experience Delivery – Personal Lines Insurance

• This role will operate as a business product leader in a business‑led, technology‑enabled delivery model.
• This leader will own the successful delivery of personal lines insurance and AAA products to market, with accountability for business outcomes delivered through digital sales and service experiences across multiple distribution channels, including AAA club agency, independent agency, direct, and alternative platforms.
• This leader plays an active role in executing go‑to‑market strategies and tactics, driving digital experience innovation through emerging technologies, including AI and machine learning, and owning the key performance indicators tied to their initiatives.
• Identify and execute opportunities to streamline processes, implement advanced technologies, and enhance risk assessment methodologies.
• Develops design for insurance products’ flawless delivery through multiple distribution channels (e.g., branch agents, call center agents, and independent agents).

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Senior Financial Analyst – Member & Digital Experience

Digital Experience Design Manager

Senior Manager, Digital Experience Delivery – Personal Lines Insurance

Insurance Product Leader – Digital Experience Delivery