Strategy

• 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

• Develop and execute the overall strategy for the company’s product portfolio, encompassing both existing products and new offerings.
• Conduct market analysis, customer segmentation, and competitive assessments to identify market trends, opportunities, and portfolio gaps.
• Define and prioritize portfolio investments based on strategic fit, market potential, and financial viability.
• Focus on creating efficiencies within our current business to drive speed, execution and increase profitability.
• Oversee the entire lifecycle of products within the portfolio, from concept development through to end-of-life decisions.
• Collaborate with cross-functional teams (R&D, engineering, marketing, sales, operations) to define product roadmaps, feature enhancements, and product differentiation strategies.
• Monitor product performance metrics, including revenue growth, profitability, and market share, and make data-driven decisions to optimize portfolio performance.
• Serve as a strategic advisor to executive leadership and senior management on portfolio strategy, performance, and market dynamics.
• Foster collaboration and alignment across departments to drive portfolio growth and profitability.
• Build strong relationships with internal stakeholders, external partners, and key customers to drive co-development opportunities and enhance product offerings.
• Lead continuous improvement initiatives to enhance product quality, customer satisfaction, and operational efficiency within the portfolio.
• Stay abreast of industry trends, technological advancements, and competitive landscape to identify opportunities for product innovation and differentiation.
• Champion a culture of innovation and excellence within the offering management team, encouraging creativity, collaboration, and continuous learning.

Senior Director of Portfolio Strategy – Data Center

• Leads the development of access & contracting strategies and recommendations, from strategy through execution, to maximize patient access and protect Genentech’s profitability across all products and multiple key customers within the P/PBM segment.
• Serves as a liaison between CE Account Teams, PCD, External Affairs, Legal and Squad /Access Business Partners to develop customer strategies aligned with Brand/TA priorities.
• Navigates substantial ambiguity and leads high-impact, cross-portfolio initiatives to develop access and contracting strategies for new customer types, new segments, and/or TAs or segments requiring innovative access approaches or where GNE has limited experience.
• Provides negotiation support to account teams by clarifying the rationale behind access strategies, anticipating customer reactions and needs, and providing relevant negotiation talking points as appropriate.
• Synthesizes key contract performance insights across multiple key customers within the P/PBM segment, and identifies and shares scalable insights or key learnings with relevant leaders (e.g., Squad Leads, CE National and Regional VPs, Access Steering Committee, and others as appropriate) to inform contract decision-making and influence product-level contracting strategies.
• Supports strategic account planning with key customers, considering future customer capabilities , brand and portfolio objectives and evolution, and shared priorities across both Genentech and key customers in the near- and mid-term.
• Leverages customer insights and incorporates the customer's perspective to shape the account landscape concerning access and contracting challenges, then translating these insights into actionable solutions to address and resolve these issues.
• Collaborates closely with multiple CSS leaders as strategies may have implications to and interdependencies with other customers and segments, often influencing priorities, flowing and evolving work, and partnering across teams on strategic points of view.
• Collaborates closely with broad sets of stakeholders across multiple functions , including CE Account Teams, Policy and External Affairs, PCD, CCM colleagues (Managed Care Contracts, Customer SI, Government Programs, etc. as appropriate), SAI, Marketing, and others to generate insights and develop holistic customer solutions that align with organizational/TA goals.

Senior Strategy Manager, Customer Segment Strategy

• Lead the modernization of Aqua Finance’s credit decisioning platforms
• Translate credit policies and workflows into system configurations
• Drive platform enhancements and improve automation
• Support ongoing system administration
• Migrate credit workflows from legacy systems to automated decisioning platforms and translate credit policies into system-based rules
• Lead initiatives to improve profitability, fraud prevention, and decision quality
• Monitor system performance and identify decision discrepancies

Credit Systems and Strategy Manager

• 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

• Oversee the overall strategy for web and related digital properties, particularly for key audiences including customers, prospects, partners, etc.
• Implement strategies to map and grow key web KPIs, including traffic, sessions, lead conversion, SEO, AIO/GEO, etc.
• Collaborate cross-functionally with internal leaders across sales, product, support and engineering teams
• Manage multiple and/or concurrent creative, web and digital agencies
• Drive web strategies as it relates to marketing campaigns, business announcements, product launches, competitive takeouts, etc.
• Have overall responsibility of the website’s content, presentation and usability in addition to overall administration of content management system (CMS) processes and technology
• Manage project-planning processes (e.g., timelines, sprint planning, milestone tracking) in an agile environment or similar
• Ability to do some light hands-on development and content entry within the CMS

Director, Web & Digital Strategy

• Lead end-to-end strategic and/or transformational engagements across Commercial Banking, including scoping, hypothesis development, analysis, and recommendation delivery
• Partner with business leaders across Middle Market, Corporate and Specialty, Asset Finance, Capital Markets, and shared services to identify and advance strategic priorities
• Manage and lead multiple concurrent engagements and engagement teams with defined timelines, milestones, and deliverables while ensuring quality and strategic rigor
• Author and co-develop executive management presentations that communicate strategy, progress, and outcomes (inc., Board of Directors presentations, executive summaries, and senior leadership briefing materials)
• Synthesize complex data, market research, and business performance into compelling narratives for the Board, CEO, and CFO audiences
• Facilitate alignment across functions (marketing, digital, credit, operations, sales enablement) to ensure strategic initiatives are coordinated and integrated
• Lead workshops, working sessions, and stakeholder alignment meetings to drive consensus and action planning
• Conduct market sizing, competitive benchmarking, and best in class assessments to inform strategic recommendations and new market entry decisions
• Contribute to the development and tracking of Commercial Priority Initiatives (CPIs), OKRs, and the annual strategic planning process
• Mentor and develop junior team members (Associates, Analysts) through structured coaching, project collaboration, and professional development

Engagement Manager, Commercial Bank Strategy

• Owns significant pieces of an entire B2C project workstream
• Partners with project team members to quickly synthesize and interpret data
• Works with others to identify major issues and actionable opportunities
• Monitors medium to long-term business trends/outlooks
• Builds trusted advisor relationships with key client stakeholders
• Makes high level recommendations to improve individual participant experience

Director, B2C Strategy – Experience

• Lead Enterprise Competitive Intelligence: Drive enterprise-wide competitive intelligence, market research, and benchmarking across financial services, fintech, and adjacent industries to identify trends, opportunities, risks, and strategic implications that shape BECU's future.
• Transform Research into Strategic Insights: Analyze complex market data, industry trends, and competitive intelligence, translating findings into clear, actionable recommendations that support executive decision-making and enterprise strategy.
• Build Scalable Research Frameworks: Design and continuously improve research methodologies, benchmarking processes, and analytical frameworks that deliver consistent, high-quality insights across the organization.
• Provide Trusted Strategic Perspective: Serve as a subject matter expert on competitor activity, macroeconomic conditions, emerging technologies, and industry disruption, helping leaders understand the external landscape and anticipate future opportunities.
• Influence Enterprise Decision-Making: Partner with executive leaders and cross-functional stakeholders to provide objective, data-driven perspectives that strengthen strategic planning, business prioritization, and organizational decision-making.
• Develop Executive-Level Communications: Create compelling presentations, executive briefings, benchmarking reports, and strategic narratives that simplify complex information into meaningful business insights.
• Drive Continuous Improvement: Establish repeatable processes that improve the rigor, efficiency, and effectiveness of external research, competitive analysis, and enterprise benchmarking activities.
• Collaborate Across the Enterprise: Build trusted partnerships across business units to understand strategic questions, align research efforts with organizational priorities, and deliver insights that support enterprise initiatives.
• Take on Additional Responsibilities: Perform other duties as assigned to support the evolving needs of the team and business.

Senior Enterprise Strategy Manager

• 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

Director, EBO Strategy, Data & Connectivity

• Partner closely with senior business leaders to identify key strategic questions, scope analysis, assign resources, manage execution, and report findings.
• Analyze key strategic growth opportunities and work toward “cracking the case”.
• Manage the delivery of insightful, zero-defect analysis, including understanding the required data to complete analyses and oversee team workplan to complete.
• Develop competitive intelligence gathering that aids in the formation of relevant competitive strategies.
• Execute financial and quantitative analyses that will yield critical answers to the questions at hand.
• Communicate effectively, both verbally and in writing, at senior levels of the organization.
• Lead the development of major presentations for senior executives, Executive Committee and Board Members.
• Author impactful, concise, and defect-free PowerPoint slide decks.
• Develop junior team members and streamline processes within the Strategy team.
• Effectively manage day-to-day activities of cross-functional teams across brands, functions, and business units.

Vice President – Corporate Strategy

• Responsible for high-level project delivery and oversight along with client relationship management
• Manage teams and advise clients at the highest strategic level on both big-picture and tactical matters, focusing on how technology enables a wide range of business outcomes in Heath and Human Services agencies with a strong focus in Medicaid and Child Welfare
• Drive thought leadership and client relationship management, acting as a trusted advisor
• Oversee strategy and implementation phases, ensuring deliverables meet quality standards
• Manage multiple priorities and inspire high-performing teams
• Hands-on delivery of large, complex projects
• Ability to create, review, and present deliverables
• Analytical skills and ability to develop frameworks for junior staff
• Understanding of vendor landscape and state modernization efforts
• Exposure to other HHS programs
• Business development experience

Director, IT Strategy Consulting – HHS-Medicaid

• Shape and execute Truist's fraud strategy roadmap across consumer, small business, and wholesale products
• Set the vision for detecting, preventing, and responding to fraud at scale
• Translate emerging fraud threats and regulatory expectations into prioritized transformation portfolio
• Partner across the enterprise to sequence investments and ensure alignment with Risk Management Framework
• Manage a team responsible for executing the relevant components of the Fraud Program
• Act as a subject matter expert for Fraud program reviews
• Manage relationships with third-party vendors and other resources required to execute initiatives
• Own execution of strategy and delivery of results
• Influence the strategic direction of the organization

Head of Fraud Strategy – Transformation

• Delivering enterprise thought leadership, strategic partnership, process improvements, and analysis expertise across product management, engineering and architecture teams to ensure we are creating and providing the maximum value.
• Providing strategic and programmatic technical guidance across teams and business units to relay expectations and guidelines to manage timelines and deliverables.
• Working closely with business and technical leaders, product managers, and development teams to advance program agendas that provide executive visibility, transparency, and alignment.
• Maintaining a strong focus on continuous improvement to provide new and enhanced opportunities for alignment, future direction, and optimization across multiple Business Units.
• Influencing others to align to new or evolving standards, best practices, and process improvements.
• Designing key inputs and outputs of people and processes for existing and new routines such as QTR, MYP, QBR, Quarterly Plannings, etc.
• Delivering clear, concise, executive-level reporting, communications, and documentation to address risks and issues.

Vice President, Strategic Initiatives Lead

• Serve as a trusted advisor to Truist’s executive leadership
• Manage and enhance the company’s annual strategic planning process
• Lead internal consulting engagements that shape strategic decisions
• Develop content for Executive Leadership and the Board of Directors
• Identify and resolve technical, operational, risk management challenges
• Advocate for funding of projects and develop policies and plans
• Provide leadership to managers and/or professional-level contributors

Corporate Strategy Executive – Consumer and Small Business Banking

• work on core R&D strategy questions, collaborating with the strategy project lead, and senior leaders across GSK
• identify and provide recommendations on key questions informing the evolution of GSK’s R&D strategy
• execute R&D-wide strategy projects aligned with the R&D priorities
• serve as a partner R&D leadership to develop various strategies and execute bespoke initiatives
• determine current performance, set ambition and propose courses of action, through continuously accessing and interpreting internal and external data
• engage directly with the R&D Leadership Team (RDLT) and many groups across R&D, leading multi-disciplinary matrix teams where necessary

R&D Strategy Director

• Translate scientific and market complexity into actionable plans
• Collaborate with clients and teams to optimize internal medicine programs
• Lead cross-functional teams in designing solutions ensuring project success
• Take ownership of high-level client relationships and ensure client satisfaction
• Support Sales in conducting client and bid defense meetings

Therapeutic Strategy Director – Internal Medicine

• Support the strategic planning process to development of vision, mission, and long-term strategy objectives through analysis of research and data, communicating priorities and execution with stakeholders and cross-functional teams.
• Partner with the VP, Corporate Strategy, to develop and refresh the enterprise strategic roadmap.
• Synthesize and evaluate business and function strategies, and analyze the enterprise-level impact.
• Continuously engage business unit leadership teams to understand priorities, challenges, and implications to strategy.
• Advocate and message the corporate strategy to business units.
• Lead interviews with stakeholders to understand trends, priorities, and issues to be addressed.
• Lead strategy setting exercises, including strategic reviews and scenario planning.
• Shape company-wide strategy communications and help cascade the strategy through the organization.
• Provide rigorous analysis and insights to guide decision-making on near-term and long-term opportunities.
• Partner with senior leaders to identify, refine, and prioritize the firm’s highest-impact strategic and growth initiatives.
• Translate complex strategic issues into clear, actionable recommendations for executive stakeholders.
• Ensure alignment of cross-functional efforts to accelerate progress on priority initiatives and measure outcomes against defined objectives.
• Support research engagements to develop AssetMark’s position on long-term strategic issues and opportunities.
• Gather and report intel on competition and market trends in support of our strategic choices, directly to the senior leadership team.
• Analyze and communicate how industry news and trends affect AssetMark.

Director, Corporate Strategy

• Lead end-to-end Monthly and Quarterly Business Review (MBR/QBR) processes, including timelines, data validation, stakeholder coordination, and delivery of executive-ready materials.
• Own LOB and Enterprise scorecards, ensuring accurate, consistent visibility into performance using standardized metrics.
• Develop executive presentations, dashboards, and reports that clearly communicate performance trends, risks, and business updates.
• Manage data aggregation across systems and teams to deliver timely, accurate, and audit-ready reporting.
• Drive reporting efficiency by leveraging data visualization and automation tools.
• Identify and implement improvements to reporting processes, KPIs, and data quality.
• Serve as a central point for reporting operations, ensuring alignment and on-time delivery.
• Lead automation and workflow optimization efforts to improve speed, accuracy, and scalability.
• Partner with cross-functional teams and leadership to deliver insights, solve complex problems, and execute strategic initiatives.

Business Strategy Manager

• Drive a portfolio of cross-functional programs focused on delivering critical business outcomes for Honeywell’s Process Technology SBG.
• Partner closely with the PT IT M&A Integration Leader to support planning, governance, execution, and value realization across inorganic growth opportunities including acquisitions, divestitures, and joint ventures.
• Lead value realization and enablement workstreams throughout the lifecycle of these activities.
• Develop PT IT’s strategic 3-5-year plan (budget, benefits, core pillars).
• Drive governance and strategy deployment activities under this plan including workshops, action plans, and metrics reviews.

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