Strategy Lead - AI-Driven Insights & Execution

Jobtailor; Brea (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

Jobtailor in California seeks an experienced strategy professional to help shape business strategy and multi‑year plans. You will collaborate with ML leaders to analyze performance, market dynamics, and competitive trends, translating insights into actionable recommendations.

You will synthesize financial analysis and market research to support senior leadership and cross‑functional initiatives, driving alignment and measurable outcomes across departments.

Qualifications

• 7+ years of prior Commercial Underwriting, Product, or Strategy related experience is required.
• Strong business and financial acumen, with ability to assess performance and implications.
• Proven ability to synthesize data into clear, actionable insights.
• Clear and effective communicator, able to convey complex ideas concisely to varied audiences.
• Demonstrated ability to collaborate and build relationships across a matrixed organization.
• Strong analytical, problem‑solving, and critical thinking skills.
• Proven ability to manage multiple priorities and deliver high‑quality work under tight timelines.
• Intellectual curiosity and adaptable with interest in market, customer, and competitive dynamics.
• Ability to operate independently with appropriate alignment and guidance.
• Experience supporting cross‑functional initiatives with multiple stakeholders.
• Collaborative, with a constructive approach to challenging and advancing thinking.
• Demonstrated interest in leveraging AI/GenAI to improve productivity and deliver measurable business value.

Responsibilities

• Support development and execution of business strategy, including strategic priorities, roadmaps, and action plans.
• Partner with ML leaders to analyze performance, market dynamics, and competitive trends to inform decisions.
• Translate insights into clear, actionable recommendations and support tracking against strategic objectives.
• Contribute to multi-year strategic planning through market research, competitor assessments, constituent assessments, financial analysis, and synthesis of key insights.
• Support execution of strategic initiatives and workstreams, driving coordination, timelines, and progress to outcomes.
• Leverage data, competitive intelligence, and customer insights to inform decisions and accelerate execution.
• Develop clear, concise materials (e.g., presentations, memos) for senior leadership.
• Facilitate working sessions to advance strategic alignment and decision‑making.
• Partner across functions (e.g., Finance, Distribution, Product, Underwriting) to support execution of priorities.
• Contribute to leadership deliverables by providing analysis, insights, and synthesized messaging.

Skills

Strategic thinking

Commercial underwriting

Financial acumen

Data synthesis

Cross-functional collaboration

Communication

Analytical thinking

Prioritization

AI/GenAI interest

Job description

Jobtailor in California seeks an experienced strategy professional to help shape business strategy and multi‑year plans. You will collaborate with ML leaders to analyze performance, market dynamics, and competitive trends, translating insights into actionable recommendations.

You will synthesize financial analysis and market research to support senior leadership and cross‑functional initiatives, driving alignment and measurable outcomes across departments.