Strategy

• Lead enterprise strategic planning and deployment initiatives
• Develop executive- and Board-level presentations, reports, and recommendations
• Facilitate annual planning sessions, quarterly business reviews, and leadership offsites
• Partner with leaders across the business to align priorities and drive execution
• Track strategic initiatives, monitor performance, and communicate progress
• Coach leaders on strategy deployment, organizational alignment, and continuous improvement
• Lead cross-functional initiatives that improve business performance and organizational effectiveness.

Director of Strategy

• Own the full strategic planning cycle for assigned chapters — preparing session materials, facilitating planning discussions with volunteer boards, and delivering the final documented strategic plan.
• Facilitate planning sessions and present to senior-level construction financial professionals serving in volunteer leadership roles, navigating varied leadership dynamics and personalities to build alignment around shared goals.
• Conduct regular check-ins with chapter leaders to monitor progress against the plan, address challenges, and refine priorities as needed.
• Partner with the Chapter Engagement Program Manager to review chapter health metrics, identify support needs, and align strategy accordingly.
• Serve as a trusted partner to chapter leaders and the Chapter Resource Committee, providing guidance, responsive communication, and shared vision.
• Represent CFMA in a high-visibility capacity through presentations, meetings, trainings, and events.
• Collaborate with the Director, Chapter Engagement and national staff to advance shared departmental and organizational goals.

Chapter Strategy Manager

• 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 GRT's application process to become a Medicaid QE in all operating states where eligible
• Oversee the implementation of SOAR training for designated staff across all operating states
• In partnership with GRT's medical and product leadership, develop, implement, and maintain a standardized medical frailty documentation protocol
• Lead the development and implementation of systems, workflows, and member support strategies designed to help eligible members meet state Medicaid requirements
• Support GRT's Government Affairs team by assisting with tracking federal and state legislation
• Collaborate with the Government Affairs Team in translating policy developments into actionable operational updates
• In partnership with the Product Team, design and maintain an internal tracking system to identify members at risk of losing Medicaid coverage
• In partnership with the Learning and Development Team, develop and deliver training and educational resources for entitlement staff, counselors, and clinical providers on QE processes and SSDI/SSI application assistance
• Develop and maintain a comprehensive evaluation framework that measures coverage retention, redetermination outcomes and reasons for Medicaid disenrollment.

Associate Director – Medicaid Entitlement & Coverage Strategy

• 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

• Serve as the primary liaison between Bread Financial and new brand partners
• Collaborate with leadership to develop and implement portfolio strategies for new clients
• Own relevant value proposition for assigned portfolio(s)
• Guide client through the onboarding process
• Leverage understanding of P&L to influence product and acquisition strategies
• Leads the strategy for new client implementation
• Understands credit management practices
• Serve as internal point of escalation of client-related issues

Senior Manager – New Business Strategy

• Oversees consulting projects that involve strategy development, organizational restructuring and management of the business to maximize efficiencies.
• Works toward objectives established by upper levels of management.
• Receives guidance from senior leaders.
• Take ownership of delivering quality strategic proposals to the Managing Director and General Authorities.
• Lead the strategic diagnostic and receive approval for the course to follow.
• Act as a thought partner on key strategic initiatives and priorities with the managing director and other key directors.
• Works cooperatively with team members, directors and the managing director to determine long-term goals and objectives.
• Drives key strategic initiatives.
• Projects include analysis and recommendations related to emerging trends, expansion opportunities, possible threats, viability of outside business partners, internal business performance and business process improvement.
• Will recommend departmental specific procedures and implements those that are approved.
• Work to ensure key stakeholders inside and outside the department are unified behind the proposals.
• Define an implementation plan and help ensure successful completion.
• Manages staff in the day-to-day performance of their jobs.
• Provides technical guidance to employees, colleagues and customers.
• Fosters growth of staff and creates positive experience for individual staff.

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