Jobs · Business Development · Texas

Strategy Development Analyst

LeadsOnline · Plano, TX · 2 days ago
Business DevelopmentFull-time

About the role

LeadsOnline is seeking a Strategy Development Analyst to support our customer-facing organization, focusing on Training & Knowledge, Customer Support, and Customer Success. This role will analyze data to optimize operational processes, enhance customer experience, and drive data-driven decisions.

Responsibilities

  • Analytical Decision Support
    • Execute ad hoc and recurring analyses to support decision-making across the Customer Organization
    • Translate business questions into structured analyses (e.g., onboarding capacity, workload distribution, training throughput, engagement patterns)
    • Prepare clear, executive-ready summaries, visuals, and recommendations for leadership review
    • Partner closely with the Chief Customer Officer (CCO) to refine analytical framing and outputs
  • KPI Reporting & Performance Infrastructure Design
    • Build and maintain KPI dashboards and recurring reporting for weekly, monthly, and quarterly operating reviews
    • Define and standardize metrics in partnership with functional leaders
    • Establish consistent metric definitions, data sources, and reporting cadences
    • Evolve reporting from descriptive metrics to insight-oriented views that highlight trends, root causes, areas for improvement, declines, and action plans
  • Cohort Analysis to Identify & Understand the Key Drivers of Customer Retention
    • Support development of customer health frameworks and adoption indicators
    • Identify early signals of customer risk, friction, or opportunity based on usage, training, and support data
    • Build reporting and insights that enable proactive engagement by customer-facing teams
  • Systems & Process Enablement (Analytical Support)
    • Support evaluation and implementation of customer-facing tools (e.g., CS platforms, service desk systems, LMS, AI-enabled knowledge tools)
    • Provide analytical input into customer journey and process improvement initiatives
    • Audit effectiveness of tools and workflows using data and observed outcomes
    • Ensure systems generate usable, decision-quality data to support reporting and analysis

Qualifications

  • Bachelor's degree in mathematics, economics, statistics, or another equivalent field
  • 3+ years of relevant experience in consulting, analytics, finance, operations, or a related field
  • Experience supporting customer-facing, services, SaaS, or scaled operations environments preferred
  • Background in analytics-driven decision support rather than pure BI or tool administration
  • Experience leveraging AI-enabled tools to enhance analysis reporting, accuracy, and data-driven decision making and translating the information for actionable recommendations
  • Strong dashboarding and reporting skills (Power BI preferred, Tableau acceptable)
  • Microsoft SQL experience
  • Advanced Excel proficiency
  • Strong analytical problem-solving skills, including structuring ambiguous questions and synthesizing insights
  • Clear written and verbal communication skills for leadership audiences
  • Execution-oriented, analytical, and detail-conscious
  • Ability to collaborate with senior leaders, tenured team members and subject-matter experts
  • Motivated to grow and extend the role into greater strategic responsibility over time

Benefits

  • Employee paid Medical, Dental, and Vision
  • Generous paid vacation
  • 401k with company matching
  • HSA with employer contributions
  • FSAs
  • Supplemental coverage such as accident, critical illness, hospitalization, life
  • Short-Term and Long-Term Disability
  • Parental Leave

Pay

TBD

Schedule

TBD

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