Customer Strategy & Operations Lead

Posted 5 Days Ago
Hiring Remotely in USA
Remote
Senior level
Insurance
The Role
The Customer Strategy & Operations Lead will drive strategic initiatives to optimize client servicing workflows, collaborate across teams, and implement AI solutions.
Summary Generated by Built In

Pathpoint is building the modern distribution infrastructure for the $120B E&S insurance market. Today, more than 20% of commercial insurance business is placed into the E&S market, yet agents, brokers, and carriers rely on analog, inefficient, and imprecise systems, paperwork, and tools in order to transact. Pathpoint is the only wholesale distribution platform that use technology to connect carriers and agents around the country, streamlining and automating submissions, underwriting, binding, compliance, payments, and service more through technology and and people. All brought to you by a team committed to raising the bar in E&S insurance.


As a member of our Product team, the Customer Strategy & Operations Lead will be responsible for multiple strategic initiatives to improve key client servicing workflows across the business. You will work closely with operations, sales, underwriting, product, and engineering on high impact challenges that enable teams and our customers to do amazing work. We are looking for experience implementing AI solutions and coordinating change management across teams. This is a full time remote role in the US reporting to the COO that will help our teams move further and faster, increasing their ability to service a growing user base and book of business. 

What You'll Do

  • Drive initiatives from discovery to implementation which optimize and automate our key operations processes through process design, building new tools/automations yourself, and collaborating with technical and non-technical team members
  • Drive growth, scale, and cost-saving through short- and long-term efforts
  • Collaborate with teams including Operations, Underwriting, and Sales to deliver user-facing and internally-facing enhancements
  • Develop and implement new processes as needed, including change management
  • Analyze opportunities for growth and to measure project success
  • Oversee vendors, including BPOs, to maintain a high bar of client service and continually drive improvements to our workflows
  • Work across multiple platforms including Pathpoint, Salesforce, and Front

What we look for

  • 5+ years in operations management, product operations, product management, or solutions engineering
  • Ability to communicate effectively with both internal and external audiences, and experience tailoring communications to different stakeholders
  • Experience balancing competing priorities and attaining alignment across stakeholders to achieve goals
  • Demonstrated experience “getting things done”: you can break down problems, solicit feedback, propose solutions, attaining and aligning resources, and deliver results with a high degree of autonomy
  • Analytical skills and mindset. Use data to identify and prioritize problems, and the ability to do your own analysis (SQL/R knowledge a plus; Excel/Sheets knowledge required)
  • Comfort working across multiple systems and platforms, with experience in maintaining documentation and vendor integrations
  • Ownership mentality and demonstrated experience with “hands on” work
  • Familiarity with insurance, fintech, or other service-driven, process-heavy environments or industries

Nice to have / willingness to learn

  • Experience with data analytics languages (SQL, R).
  • Experience working directly with users to understand and triage pain points
  • Experience with Salesforce, Retool, AI, and other low-code/no-code tools

What we offer

  • Competitive compensation, equity, and healthcare packages
  • Remote-first working environment while investing in in-person collaboration
  • Annual home office stipend
  • Monthly WiFi stipend
  • Paid parental leave
  • 401(k) available

Note: We are unable to provide visa sponsorship for this position at this time. By applying to this job, you confirm that you are eligible to work in the U.S. without requiring visa sponsorship now or in the future. Thank you for your understanding.


Top Skills

AI
Excel
Low-Code/No-Code Tools
R
Retool
Salesforce
SQL
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Francisco, CA
36 Employees
On-site Workplace
Year Founded: 2017

What We Do

Placing small E&S risks shouldn’t be hard.

Pathpoint was built to make it faster and easier for retail agents to get great E&S coverage options. Quote and bind coverage for your small business clients online with one streamlined submission. Receive multiple bindable quotes for your clients in minutes, not days.

Similar Jobs

Capco Logo Capco

Senior Consultant - Payments Transformation

Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Remote
Hybrid
US
6000 Employees
106K-140K Annually

Rula Logo Rula

Sr. Payment Posting Associate (Remote)

Healthtech • Other • Social Impact • Software • Telehealth
Remote
2 Locations
450 Employees
70K-78K Annually

Laudio Logo Laudio

Associate, Solution Delivery

Artificial Intelligence • Cloud • Healthtech • Software
Easy Apply
Remote
US
35 Employees

Cencora Logo Cencora

Continuous Improvement Manager II (remote)

Healthtech • Logistics • Pharmaceutical
Remote
Pennsylvania, USA
46000 Employees

Similar Companies Hiring

Flume Health Thumbnail
Software • Insurance • Healthtech
US
22 Employees
Spark Advisors Thumbnail
Software • Sales • Other • Insurance • Healthtech
New York, NY
89 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account