Strategy

• Develop and implement strategies to generate new business opportunities and expand Engage fi's client portfolio.
• Lead, mentor, and manage a team of business development professionals, providing guidance and support to achieve team and company goals.
• Establish performance metrics, sales objectives, and pipeline expectations for the team, and regularly review progress.
• Identify, qualify, and pursue prospective clients through proactive outreach, networking, referrals, industry events, and strategic partnerships.
• Build and maintain relationships with executive decision-makers and key stakeholders at prospective client organizations.
• Lead complex sales opportunities from initial engagement through contract execution.
• Collaborate with Marketing, Consulting Services, and Strategic Services teams to align go-to-market strategies and support lead generation efforts.
• Recruit, train, and develop business development team members, fostering a collaborative, accountable, and high-performance sales culture.
• Prepare and present regular reports on pipeline health, sales activity, revenue forecasting, win rates, and other key performance indicators to senior leadership.

Director, Strategic Advisors – New Business

• Build and lead the organization's Portfolio Strategy & Commercialization function
• Serve as the organization's commercialization leader and strategic advisor for portfolio growth initiatives
• Translate executive growth priorities into actionable commercialization, adoption, pricing, penetration, and lifecycle management plans
• Partner closely with Innovation, Marketing Operations, Education, Sales, Operations, Technical Consulting, Customer Experience, and Executive Leadership

Director, Portfolio Strategy – Commercialization

• Analyze fraud vectors across SquareTrade's platform including both first party and third party fraud types to develop strategies that identify the bad actors and improve the experience
• Develop and maintain metrics and KPI’s that measure risk mitigation strategies and communicate progress to key stakeholders and leadership
• Own and drive the fraud rule lifecycle for assigned areas, including opportunity identification, business case development, strategy design, testing, deployment, monitoring, and ongoing optimization
• Evaluate existing rules and controls for overlap, effectiveness, operational impact, and opportunities to simplify or strengthen coverage
• Partner with Fraud Operations to support alignment on policies, procedures, and investigative practices while helping address operational challenges
• Contribute to cross-functional projects supporting fraud prevention and business growth while balancing customer experience and operational efficiency
• Influence stakeholders across the organization to prioritize and implement fraud mitigation strategies that balance risk reduction, operational efficiency, and customer experience
• Utilize large amounts of complex data with data-driven analytical techniques to monitor customer behaviors and detect trends in fraudulent activity, and develop strategies to mitigate risk and improve customer experience
• Proactively identify new opportunities and strategies to strengthen controls, processes, and systems
• Partner with internal teams and third parties to monitor risk trends, apply industry best practices, and ensure compliance and regulatory obligations

Fraud Strategy Lead

• Responsible for supporting programs and projects specific to corporate change initiatives
• Assists department managers with critical change initiatives
• Communicates, influences, and negotiates with stakeholders
• Delivers regulatory and executive material and ensures results align to program strategy
• Establishes new programs and executes existing ones
• Influences key stakeholders and communicates to stakeholders
• Ensures compliance with policies and standards
• Responsible for various program duties including site strategy and business continuity

Program Lead – Client Protection, Site Strategy and Business Continuity

• Provides critical leadership in proactive regulatory risk assessment and the development of regulatory strategy.
• Enables Surveillance to effectively develop regulatory strategy informed by market conditions and developments.
• Achieves the goals and priorities of the department.
• Conducts continuous qualitative research into market conditions and developments.
• Manages an analyst to deliver specialized reports on regulatory issues and trends.
• Assesses issues impacting the department and determines the proper course of action.
• Identifies urgent issues for attention of senior leadership and presents organized, succinct updates.
• Develops and maintains relationships with senior leaders and external FINRA constituents as needed.
• Oversees Surveillance environmental SWOT analysis and supports strategic goal development.
• Evaluates business unit structures/processes to identify barriers to effectiveness.
• Drives decisions on new program creation or improvements to existing ones.
• Collaborates with senior management on SEC oversight inspections and internal audits.
• Develops presentations and reports for the board and Management Committee.
• Represents senior leadership at meetings and events as necessary.
• Coordinates with various FINRA departments for a holistic organizational response to critical issues and trends.

Senior Director, Market Strategy – Research

• Leading digital personalization, MarTech, and/or CDP initiatives
• Driving audience segmentation, customer journey orchestration, and cross-channel activation strategies
• Shaping platform roadmaps and implementation strategies
• Translating business objectives into scalable digital solutions
• Leading complex initiatives across business and technical teams
• Understanding of customer data strategy, integrations, and activation workflows
• Influencing strategic direction across multiple workstreams

Director, CDP Strategy and Digital Personalization

• Lead strategic planning and inorganic growth initiatives across SCS, translating priorities into market maps, investment themes, acquisition theses, and execution roadmaps
• Identify, screen, and qualify M&A targets and strategic partners in building automation/controls and adjacent industrial technologies
• Develop investment rationales, business cases, valuation models, synergy cases, and risk assessments for leadership decision-making
• Lead/support end-to-end M&A workstreams — target outreach, NDAs, financial analysis, IOI/LOI prep, diligence coordination, management presentations, and closing — alongside Corp Dev, Finance, Legal, Tax, HR, and IT
• Connect M&A activity to strategic priorities: aftermarket expansion, controls growth, integrated equipment + controls + service solutions, data center growth, and go-to-market transformation
• Synthesize market intelligence, competitive dynamics, and technology trends into clear strategic recommendations
• Support post-close value realization: deal theses, synergy tracking, Day 1 priorities, and integration hand-offs
• Build relationships with bankers, brokers, owners, and partners to expand Carrier's deal pipeline
• Prepare executive communications, investment committee materials, and board-ready presentations
• Guide analysts and cross-functional teams through research, valuation, diligence, and integration planning

Senior Manager, Strategy and M&A

• Own the design, evaluation, and optimization of specialty provider networks across multiple markets, including performance benchmarking, access, cost, and quality considerations
• Lead market-level specialty network strategy, identifying gaps, redundancies, and opportunities for preferred partnerships
• Serve as a primary analytical and strategic resource for market leaders on specialty network performance and evolution
• Provide direct analytical and strategic input into the design, scaling, and success of value-based specialty care programs
• Evaluate program performance against cost, utilization, quality, and patient experience metrics, and recommend course corrections
• Support development of performance frameworks, KPIs, and governance structures for specialty value-based initiatives
• Lead advanced financial modeling and scenario analysis related to specialty care utilization, total cost of care, and network ROI
• Assess market-level financial performance and risk exposure tied to specialty care strategies
• Partner with finance and executive leadership to support budgeting, forecasting, and long-term financial planning
• Act as a strategic thought partner to market leadership, providing independent insights and recommendations with minimal oversight
• Translate complex analyses into clear, executive-ready narratives, dashboards, and presentations
• Support executive decision-making by synthesizing clinical, operational, and financial insights
• Set analytical standards and best practices for specialty care strategy workstreams
• Provide informal mentorship and guidance to senior analysts and analysts, without direct people management responsibility
• Drive cross-functional alignment by proactively engaging clinical, operational, finance, and analytics stakeholders

Lead Specialty Care Strategy

• Prospecting, qualifying, and closing new sales opportunities across the country for our consulting lines of business
• Guides credit unions and banks in evaluating and selecting vendors based on their strategic goals
• Establishes executive relationships with financial institutions across the country and sells Payments-related products (Credit, Debit, PIN Networks, Loyalty), Digital/Mobile Banking, Core Processing, and any related ancillary services
• Develops new business via cold calling, email, and social media
• Generates leads by attending industry events (tradeshows)
• Conducts industry webinars educating the market on our services
• Establishes executive level relationships with credit unions and banks of all sizes
• Conducts needs analysis to identify a bank’s challenges and align with engage fi services
• Works closely with marketing resources to leverage marketing campaigns
• Manages all sales activity in the internal CRM system for reporting
• Facilitates creative problem-solving sessions with all levels of leadership teams across different lines of business disciplines
• Presents complex solutions to senior leadership teams

Strategic Advisor

• Strategize with business partners to construct client contracts/deals which meet Acosta Group guidelines and policies
• Be the first point of contact for the contract process in Sales Force and guide deals from inception to signatures
• Manage the day-to-day deal desk queue in Sales Force
• Work closely with the pricing team to ensure that the pricing strategy is congruent with the business terms
• Work closely with the legal team to ensure that terms and conditions of contracts are met
• Review contracts and ensure that commercial/negative terms are negotiated/captured within the Acosta Group deal frameworks
• Utilize market level data to determine appropriate framework for deals (ie. fixed fee vs variable fee vs stable market vs growing market)
• Ensure that deal governance guidelines and protocols are followed through for each deal
• Present deal strategies to senior leaders in a clear and concise manner
• Work directly with clients (where needed) to assist with deal negotiations
• Provide in-depth training to commercial teams to ensure that teams follow deal terms and conditions
• Assist with other duties as assigned

Deal Strategy Manager

• Lead the expansion of the Integrated Planning and Strategy practice, refining best-in-class processes across both B2B and B2C verticals.
• Direct full-funnel, data-driven media strategies for nationally and internationally recognized brands, ensuring every plan moves "hearts and minds."
• Partner with Business Development to spearhead new business pitches and identify proactive growth opportunities within the existing client portfolio.
• Navigate and lead in complex, multi-agency (IAT) environments, ensuring DEPT®'s strategic vision is integrated across all partner workstreams.
• Champion the use of advanced media research tools and data science to drive innovation in audience profiling and channel mix strategy.
• Oversee the quality and consistency of strategic output across multiple account teams, ensuring a high bar for creativity and rigor.
• Mentor and lead a team of Associate Directors and Managers, fostering a culture of "relentless curiosity" and high-performance collaboration.

Director, Integrated Media Strategy – Planning

• Leads annual and multi-year strategic planning for the automotive business, including strategic priorities, growth initiatives, roadmap sequencing, and executive alignment.
• Partners with the Vice President, Automotive, and senior leaders to translate enterprise goals into automotive strategies across services, partnerships, technology, and operating capabilities.
• Develops strategic assessments of market trends, competitive dynamics, member needs, emerging technologies, and operational opportunities to inform business decisions.
• Evaluates major initiatives, partnerships, service enhancements, operating model changes, and digital experience improvements to determine strategic fit, value, feasibility, and risk.
• Develops business cases, scenario analyses, and investment recommendations that quantify growth potential, cost implications, operational tradeoffs, and execution risks.
• Facilitates cross-functional planning with finance, operations, product, technology, analytics, marketing, and club stakeholders to align plans, dependencies, and accountabilities.
• Establishes planning cadences, strategic KPIs, and executive reporting routines that track progress against priorities and identify risks, dependencies, and course corrections.
• Prepares clear, decision-ready materials for senior executives, officer reviews, governance discussions, and board-level meetings.
• Advises automotive leaders on portfolio prioritization and resource allocation by assessing return, strategic fit, member impact, and operational feasibility across competing initiatives.

Automotive Strategy & Planning Director

• Own the vision, strategy, roadmap, and market success of IQVIA Digital’s flagship healthcare marketing platform
• Drive the transformation of Media OS into an intelligent, AI-powered audience and activation platform
• Establish strategic priorities and investment plans that support growth, innovation, and market leadership
• Lead the development of Media OS as an open, multi-platform ecosystem supporting diverse activation partners and media channels
• Champion customer success by delivering measurable improvements in reach, engagement, efficiency, and campaign performance

Product & Strategy Director

• Manages strategic projects, reports and analysis
• Leads the development and direction of selected issues and projects
• Supports complex, high-profile initiatives
• Translates strategy into defined tactics, programs/projects priorities
• Documents strategic priorities and reports on customer insight research initiatives

Business Strategy Planning and Execution Director

• Owns the commercial workstream end to end: demand mapping, volume strategy, local-market partnership on pricing and contracting, and the KPI dashboard that tracks execution.
• Map market demand opportunities: Analyze country and regional markets to identify demand pull-through and contracting opportunities as well as volume growth potential by product.
• Develop a global volume strategy: Build a commercial strategy targeting the right products in the right markets to drive the volume needed to reach full plant utilization at the in-scope sites.
• Partner with local market teams: Work directly with local markets to establish pricing, contracting strategies, and customer-facing approaches that support volume growth.
• Align with manufacturing targets: Keep commercial volume projections calibrated to the utilization targets from the Manufacturing Workstream; partner daily with the Manufacturing Capacity & Plant Health Project Lead.
• Build the KPI performance dashboard: Design and launch the dashboard that monitors commercial execution and tracks volume impact on plant utilization; embed it into IBP and operating reviews.
• Consolidate the business case: Bring the two workstreams together into one integrated, defensible business case for leadership and OP27.
• Drive the delivery cadence: Keep the Commercial Workstream on its aggressive schedule and report progress into project governance.

Global Commercial Volume Strategy Lead – Secondment, 6 Months

• Drive business growth and optimize customer experience
• Shape company data-driven strategy for commercialization
• Oversee connected car technologies
• Collaborate with cross-functional teams
• Lead partnerships for connected vehicle services

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