Business Strategy Lead
Core
Provides high-level analytical support in the design, development, and communication of long-term strategies to drive customer retention, portfolio growth, and new business acquisition.
Role type
Senior IC business strategy lead (mortgage/capture & recapture)
Builds
Capture & recapture strategies, customer outreach campaigns, and data-driven engagement initiatives
Domain
Financial services (Mortgage)
Required skills
Strategic planning, data analysis, creative problem-solving, stakeholder management, campaign execution, risk compliance, lead management, performance optimization
Preferred skills
Mortgage industry experience, Velocify/Volly/dialer technologies expertise, onboarding management processes, data-to-insight translation
Technologies
Velocify, Volly, Dialer technologies, Spreadsheet software, Database tools, Graphing software, Presentation software
Responsibilities
Develop and implement capture and recapture strategies to increase customer retention and drive portfolio growth; Partner with stakeholders to design and optimize multi-channel customer outreach campaigns; Analyze customer, portfolio, and campaign performance data to identify trends and actionable recommendations; Ensure adherence to risk, regulatory standards, and internal control policies; Lead specific projects and indirectly manage team members as needed.