Associate / Manager, Strategic Initiatives

Role Description

Ledgebrook is seeking an experienced Associate / Manager, Strategic Initiatives to join our Product & Data team. In this role, you will:

• Coordinate with internal and external stakeholders to execute on key strategic initiatives.
• Lead strategic efforts to launch new insurance products and data tools.
• Build executive-level presentations that drive the story of Ledgebrook forward.
• Partner with functional leaders across the organization (including pricing and analytics, engineering, data excellence, operations, legal and compliance) to help shape the future of Ledgebrook’s data and technology advantage.
• Identify and prioritize cross-functional opportunities.
• Act as a lead project manager on key initiatives such as data migrations and enhancements, large scale technology rollouts, change management, and data governance initiatives.
• Engage with leadership to develop presentations and content that outline Ledgebrook’s strategic vision and business results to our Board of Directors, investors, and business partners.
• Develop and exhibit a deep understanding of our enterprise-wide strategic initiatives and build business cases to influence the next stage of our journey.
• Provide ad hoc support to key company events, such as partner summits and offsites, which help shape the culture and direction of Ledgebrook.

Qualifications

• Desire to be part of a forward-thinking finance team embracing AI and automation.
• A passion for delivering world-class customer service to our internal and external customers.
• Intellectual curiosity and a strong desire for innovation, rather than following the status quo.
• A hunger for continuous learning and opportunities to grow.
• Agile prioritization skills coupled with a keen sense of urgency.
• A strong drive and desire to win together as a high-performing team.
• A moral compass to "do the right thing, period." We have zero tolerance for toxic behaviors.
• An eagerness to actively participate and connect with the whole team, across remote locations.
• An honest, transparent communication style.
• A proactive, solution-oriented mindset.

Requirements

• 5+ years of professional experience.
• Strong project management and organizational skills, with the ability to move projects forward on schedule and through ambiguity.
• Familiarity with insurance data, reporting standards, and key performance metrics.
• Experience preparing executive-level presentations using Microsoft PowerPoint.
• Collaborative teammate, with ability to influence stakeholders across the organizations.
• Ability to manage multiple priorities in a fast-paced startup environment.
• Strategic and analytical mindset capable of leveraging qualitative and quantitative data to develop business cases.
• Prior Property & Casualty insurance experience.

Benefits

• Competitive salary and meaningful equity.
• Completely remote, flexible schedule.
• Unlimited paid time off.
• Clear ownership and impact from day one.
• Collaborative, transparent work culture.