Strategic Analyst III

Job Description

Job Description

Overview

Strategic Analyst III

Job Summary:

The Strategic Analyst III will play a key role in driving high-impact analytics initiatives across SelectQuote’s diverse lines of business, with a strong focus on marketing efficiency, intracompany transfer optimization, and customer retention strategies. This role requires close collaboration with senior and executive leadership to deliver clear, data-driven insights that influence strategic decision-making and operational execution. You will be expected to own complex analyses from end to end—leveraging SQL, Excel, and other advanced tools—to solve multifaceted business challenges and support enterprise-level initiatives.

The ideal candidate is a strategic thinker with deep analytical expertise and a proven ability to translate data into compelling business recommendations. This individual will thrive in cross-functional environments, effectively communicating insights to both technical and non-technical stakeholders, including frequent direct engagements with C-Suite executives. Strong business acumen, intellectual curiosity, and the ability to distill and present complex analytical concepts clearly and persuasively are essential for success in this role.

Supervisory Responsibilities:

This position has no direct supervisory responsibilities.

Essential Duties and Responsibilities:

Lead advanced quantitative analyses using SQL, Microsoft Excel, and other analytical tools to uncover actionable insights related to customer behavior, marketing performance, and internal process flows.

Design and implement data-driven strategies aimed at increasing marketing efficiency, customer retention, and the overall effectiveness of internal transfer operations.

Deliver executive-level presentations and reports that translate complex data into clear, compelling business recommendations for C-Suite and senior leadership.

Partner closely with cross-functional teams—including Marketing, Sales, Finance, and Operations—to proactively identify opportunities for process improvement and strategic growth.

Partner with department heads to define and track operational metrics that serve as leading indicators for financial success.

Drive innovation in analytics approaches, identifying/creating new data sources, and methodologies to improve decision-making speed and precision.

Develop and maintain subject matter expertise in customer retention and customer analytics, becoming a go-to resource for strategic guidance in these areas.

Mentor junior analysts and contribute to the development of best practices and quality standards for analytics within the organization.

Anticipate business needs and provide proactive insights and strategic input to guide company initiatives and planning efforts.

Ensure a high standard of data integrity, analytical rigor, and timeliness across all deliverables.

Skills/Abilities:

Proven ability to bridge the gap between operational metrics and financial outcomes, translating complex KPIs into clear economic value propositions for executive leadership

Expert-level analytical thinking with the ability to synthesize large, complex datasets into actionable insights and strategies.

Advanced communication and storytelling skills with a demonstrated ability to influence decision-making at the executive level.

Proficiency in SQL & Excel

Proven ability to lead projects independently and drive cross-functional collaboration in a fast-paced, evolving environment.

High attention to detail, quality, and accuracy in both analysis and presentation.

Experience building trusted relationships with senior leaders and stakeholders across multiple departments.

Ability to set and uphold high standards of analytical quality, efficiency, and operational impact.

Education and Experience:

Bachelor’s degree in Finance, Economics, Statistics, Mathematics, Marketing, or a related field.

5-7 years of experience in an analytics role, preferably within marketing, business operations, or a related field.

Deep Experience with Microsoft Excel, SQL, and data visualization tools.

Demonstrated success in delivering data-driven recommendations that drive tangible business outcomes.

Experience working with large datasets and delivering actionable insights.

Certificates/Licenses/Registration:

N/A

Financial Responsibilities (budget, revenue):

This position has no budget responsibility, authority and/or level of control.

Physical Requirements:

Work is performed indoors with potential for exposure to safety and health hazards related to office work. Could periodically travel to other office and operational sites. The noise level in the work environment is usually moderate.

Prolonged periods of sitting at a desk and working on a computer.

SelectQuote Core Values:

Service: We create positive customer experiences.

Entrepreneurship: We create innovate & take risks.

Leadership: We build & invest in high-performing teams.

Empowerment: We embrace a changing environment.

Courage: We challenge the status quo & drive continuous improvement.

Teamwork: We help support & celebrate each other.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required.

Responsibilities

More than 35 years ago, SelectQuote was founded on one core promise: to help our customers protect the people they value most. We pioneered the way consumers shopped for term life insurance, and now, we also help people find home insurance, auto insurance, senior health insurance and more. Our quick and easy process saves consumers both time and money, and today, more than 2 million families trust us to help them with their insurance needs.

But what truly sets us apart is our people, and the opportunities to grow your career with SelectQuote are unmatched.

Qualifications

The Strategic Analyst III will play a key role in driving high-impact analytics initiatives across SelectQuote’s diverse lines of business, with a strong focus on marketing efficiency, intracompany transfer optimization, and customer retention strategies. This role requires close collaboration with senior and executive leadership to deliver clear, data-driven insights that influence strategic decision-making and operational execution. You will be expected to own complex analyses from end to end—leveraging SQL, Excel, and other advanced tools—to solve multifaceted business challenges and support enterprise-level initiatives.

The ideal candidate is a strategic thinker with deep analytical expertise and a proven ability to translate data into compelling business recommendations. This individual will thrive in cross-functional environments, effectively communicating insights to both technical and non-technical stakeholders, including frequent direct engagements with C-Suite executives. Strong business acumen, intellectual curiosity, and the ability to distill and present complex analytical concepts clearly and persuasively are essential for success in this role.

Supervisory Responsibilities:

This position has no direct supervisory responsibilities.

Essential Duties and Responsibilities:

• Lead advanced quantitative analyses using SQL, Microsoft Excel, and other analytical tools to uncover actionable insights related to customer behavior, marketing performance, and internal process flows.
• Design and implement data-driven strategies aimed at increasing marketing efficiency, customer retention, and the overall effectiveness of internal transfer operations.
• Deliver executive-level presentations and reports that translate complex data into clear, compelling business recommendations for C-Suite and senior leadership.
• Partner closely with cross-functional teams—including Marketing, Sales, Finance, and Operations—to proactively identify opportunities for process improvement and strategic growth.
• Partner with department heads to define and track operational metrics that serve as leading indicators for financial success.
• Drive innovation in analytics approaches, identifying/creating new data sources, and methodologies to improve decision-making speed and precision.
• Develop and maintain subject matter expertise in customer retention and customer analytics, becoming a go-to resource for strategic guidance in these areas.
• Mentor junior analysts and contribute to the development of best practices and quality standards for analytics within the organization.
• Anticipate business needs and provide proactive insights and strategic input to guide company initiatives and planning efforts.
• Ensure a high standard of data integrity, analytical rigor, and timeliness across all deliverables.

Skills/Abilities:

• Proven ability to bridge the gap between operational metrics and financial outcomes, translating complex KPIs into clear economic value propositions for executive leadership
• Expert-level analytical thinking with the ability to synthesize large, complex datasets into actionable insights and strategies.
• Advanced communication and storytelling skills with a demonstrated ability to influence decision-making at the executive level.
• Proficiency in SQL & Excel
• Proven ability to lead projects independently and drive cross-functional collaboration in a fast-paced, evolving environment.
• High attention to detail, quality, and accuracy in both analysis and presentation.
• Experience building trusted relationships with senior leaders and stakeholders across multiple departments.
• Ability to set and uphold high standards of analytical quality, efficiency, and operational impact.

Education and Experience:

• Bachelor’s degree in Finance, Economics, Statistics, Mathematics, Marketing, or a related field.
• 5-7 years of experience in an analytics role, preferably within marketing, business operations, or a related field.
• Deep Experience with Microsoft Excel, SQL, and data visualization tools.
• Demonstrated success in delivering data-driven recommendations that drive tangible business outcomes.
• Experience working with large datasets and delivering actionable insights.

Physical Requirements:

Work is performed indoors with potential for exposure to safety and health hazards related to office work. Could periodically travel to other office and operational sites. The noise level in the work environment is usually moderate.

Prolonged periods of sitting at a desk and working on a computer.

SelectQuote Core Values:

S ervice: We create positive customer experiences.

E ntrepreneurship: We create innovate & take risks.

L eadership: We build & invest in high-performing teams.

E mpowerment: We embrace a changing environment.

C ourage: We challenge the status quo & drive continuous improvement.

T eamwork: We help support & celebrate each other.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required.

At this time SelectQuote does not hire applicants who solely possess temporary work visas requiring employer sponsorship of any kind including but not limited to OPT, H-1B, L-1, O-1, TN, F-1, J-1, E-3, etc.

SelectQuote Insurance Services does not discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.