Revenue Optimization Manager

Safety National; St. Louis (MO); Hybrid; USD 88,000 - 114,000; Full time

Benefits offered by this job

Tuition reimbursement

Wellness perks

Hybrid work environment

Job summary

Safety National is seeking a Revenue Optimization Manager in a hybrid role based in St. Louis. You will transform data into actionable insights, partner with revenue teams and brokers, and develop reporting solutions using Excel, Salesforce, and Power BI to drive revenue growth.

You will lead analytics initiatives, forecast performance, and support strategic decisions with data-driven recommendations. A strong background in BI tools and CRM systems is required for success in this position.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Data Science, or a related analytical field is required.
• Master’s degree in a related field is preferred.
• 5+ years of progressive experience in revenue, sales, marketing, business operations, or analytics.

Responsibilities

• Monitor revenue metrics, forecasts, and leading indicators to identify trends and provide actionable recommendations to leadership.
• Collaborate with revenue teams and brokers to develop growth strategies and improve processes.
• Develop reports, dashboards, and analytical models using Excel, Salesforce, Power BI and other BI tools.
• Oversee Salesforce data quality and reporting to support forecasting and decision-making.
• Develop and deliver Salesforce training and maintain best practices documentation.

Skills

Data analysis

Forecasting

Excel

Communication

Problem solving

Education

Bachelor's in Business/Finance/Accounting/Data Science or related

Master’s degree preferred

Tools

Salesforce

Snowflake

Power BI

Tableau

Job description

At Safety National, we don’t just offer jobs – we build careers with purpose! Since 1942, we’ve been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success—both personally and professionally.

Safety National is a leading specialty insurance and reinsurance provider. Our culture is built upon relationships, which allow us to demonstrate our expertise gained through our rich 80-year history. As a wholly-owned subsidiary of Tokio Marine, Inc., we appreciate the benefits and support provided by our affiliation with one of the top 10 insurance companies in the world.

This opportunity is in the Client Engagement department

The Client Engagement Department engages internally with our business stakeholders and externally with our brokers, policyholders and TPA clients. We work to drive strategic partnerships, enhance client relationships, and optimize account management strategies. This group is instrumental in expanding our market presence, strengthening client retention, and fostering long-term business relationships that contribute to revenue growth and operational excellence focused on the voice of the customer.

Role Description

Are you passionate about turning data into actionable insights that drive business growth? Do you thrive at the intersection of analytics, technology, and strategic collaboration? As our Revenue Optimization Manager, you\'ll play an integral role in advancing Safety National\'s revenue strategies by leveraging data, optimizing processes, and empowering teams to make informed business decisions.

In this role, you\'ll partner closely with revenue teams, leadership, and broker relations professionals to identify growth opportunities, enhance operational efficiencies, and strengthen our approach to revenue optimization. You\'ll transform complex data into meaningful insights, develop innovative reporting solutions, and help shape revenue goals across the organization. Your expertise in analytics, CRM systems, and business intelligence tools will be essential in driving continuous improvement and ensuring our teams have the information and resources needed to succeed.

Your responsibilities will include:

• Monitor revenue metrics, forecasts, and leading indicators to identify emerging trends, evaluate performance, and provide actionable recommendations to leadership.
• Collaborate with revenue teams and broker carrier relations professionals to develop growth strategies, improve business processes, and enhance the sales, onboarding, and renewal experience.
• Analyze data from multiple sources and develop comprehensive reports, interactive dashboards, and analytical models using Excel, Salesforce, Power BI, and other business intelligence tools.
• Support the development of annual revenue growth goals across the enterprise, broker relationships, regional offices, teams, and individuals through historical analysis and statistical forecasting.
• Oversee Salesforce pipeline data quality, enrichment, and maintenance to support accurate reporting, forecasting, and strategic decision-making.
• Serve as a subject matter expert for the sales technology stack, identifying opportunities to improve user experience, streamline processes, and enhance system capabilities.
• Partner with Systems Operations and internal analytics teams to coordinate Salesforce enhancements, automation initiatives, data improvements, and user adoption.
• Champion data literacy by developing and delivering Salesforce training, maintaining best practices documentation, and helping employees effectively leverage available tools and information.
• Evaluate territory assignments and productivity trends to recommend adjustments that support revenue growth and operational effectiveness.
• Develop compelling sales presentations and strategic reports that combine quantitative insights, industry intelligence, and market trends.
• Stay informed about emerging technologies, business intelligence capabilities, and industry developments to identify opportunities for innovation.
• Travel to regional offices as needed to facilitate training, strengthen collaboration, and support strategic initiatives.

Qualifications

Education

• A bachelor\'s degree in Business, Finance, Accounting, Data Science, or a related analytical field is required.
• Master’s degree in a related field is preferred.

Required Qualifications

• 5 or more years of progressive experience in revenue, sales, marketing, business operations, business analytics, or a related field.
• 2 or more years of experience in analytical reporting and data visualization.
• Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft Office Suite applications.
• Familiarity with CRM systems, data warehouses, and business intelligence tools such as Salesforce, Snowflake, Power BI, or Tableau.
• Strong analytical, critical thinking, and problem-solving skills, with the ability to translate complex information into actionable business strategies.
• Comprehensive understanding of sales, marketing, business processes, and application development concepts.
• Ability to analyze business performance, identify growth opportunities, and develop data-driven recommendations that support organizational objectives.
• Excellent written and verbal communication skills, including the ability to present technical information and complex analytical findings to non-technical audiences at all organizational levels.
• Strong interpersonal and collaboration skills, with the ability to build productive relationships across departments and adapt to changing business priorities.
• Demonstrated initiative, sound business judgment, and the ability to manage multiple priorities independently.
• Ability to handle confidential information with professionalism and discretion.
• Willingness and ability to travel overnight, including visits to regional offices, as business needs require.
• Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future.
• This position allows for a hybrid work schedule which includes a minimum of 3 days per week in our St. Louis Corporate Office, located at 1832 Schuetz Rd. Saint Louis, MO. All employees are required to submit work from home requests and follow our Work From Home policy, which will be provided to all candidates selected to interview.

Preferred Qualifications

• Experience developing CRM reports, business intelligence dashboards, data visualizations, and automated reporting solutions.
• Experience using Salesforce to support sales operations, pipeline management, revenue forecasting, and data quality initiatives.
• Knowledge of the commercial insurance industry, including broker relationships, revenue operations, and insurance sales processes.
• Experience applying statistical forecasting techniques and historical data analysis to support revenue planning and goal development.
• Experience collaborating with technical teams on CRM enhancements, workflow automation, system integrations, and user experience improvements.
• Experience developing and delivering technical training to non-technical audiences, including creating training materials and best practices documentation.
• Familiarity with ServiceNow or similar platforms for maintaining process documentation and training resources.
• Experience evaluating sales territory performance, productivity metrics, and opportunities for revenue optimization.

Protect the confidentiality, integrity and availability of information and technology assets against unauthorized disclosure, destruction and/or alteration, in accordance with Safety National policies, standards, and procedures.

Safety National is a leading specialty insurance and reinsurance provider. Our culture is built upon relationships, which allow us to demonstrate our expertise gained through our rich 80-year history. As a wholly-owned subsidiary of Tokio Marine, Inc., we appreciate the benefits and support provided by our affiliation with one of the top 10 insurance companies in the world.

Total Rewards That Put Employees First

In our vision to be First with Co-Workers, compensation that includes base salary, holiday bonus, and incentive awards is only a small portion of the comprehensive total rewards package we offer. Our total rewards approach recognizes and rewards the time, talents, efforts, and results of our valued employees. Highlights of our exceptional benefits include generous health, dental, and vision coverage, health savings accounts, a 401(k)-retirement savings match and an annual profit sharing contribution. We proudly offer family forming benefits for adoption, fertility, and surrogacy, generous paid time off and paid holidays, paid parental and caregiver leave, a hybrid work environment, and company-paid life insurance and disability. To support employees in their career journeys, we provide professional growth and development opportunities in addition to employee recognition and well-being programs. Apply today to learn more.

Safety National is committed to fair, transparent pay and we strive to provide competitive, market-based compensation. In our vision to be First with Co-Workers, compensation is only one piece of the comprehensive total rewards package we offer. The target base salary range for this position is $88,000 to $113,500. Compensation for the successful candidate will consider the candidate’s particular combination of knowledge, skills, competencies, experience and geographic location.