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