Senior Financial Operations Manager at Pie Insurance
Remote, Oregon, USA -
Full Time


Start Date

Immediate

Expiry Date

28 Nov, 25

Salary

170000.0

Posted On

28 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Information Technology/IT

Description

Pie’s mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. We leverage technology to transform how small businesses buy and experience commercial insurance.
Like our small business customers, we are a diverse team of builders, dreamers, and entrepreneurs who are driven by core values and operating principles that guide every decision we make.
As a Senior Financial Operations Manager, you’ll be instrumental in leading and driving process improvement throughout our existing operational processes, providing critical insights and analysis, leading enablement initiatives, and strategically planning and executing growth strategies. You are an expert in organization and will be able to put your project management skills to work. You are experienced in leveraging technology to optimize and automate processes. You are a strategic thinker who will focus on aligning internal teams to drive outstanding results for Pie. Focusing on customer experience, you will review and develop means and solutions that best serve and support our customers which include small business owners, partner agencies, and vendors. Because our goal is to be best-in-class in customer experience, our success will be tied to your attention to detail, ability to drive results and to optimize and innovate processes that will ultimately help Pie become the predominant commercial small business insurer in the country.

Responsibilities
  • Drive transparency, predictability, and insights to the GTM organization through actionable sales reporting and business intelligence at scale across all levels of the organization.
  • Ensuring the accuracy of policies, rates, and commission statements by analyzing data from multiple data systems.
  • Driving data quality initiatives by cleansing and monitoring data from multiple sources, resolving discrepancies as needed.
  • Designing and implementing innovative solutions to optimize commission operations.
  • Design and build accurate and timely production of regular and ad-hoc reports for sales management.
  • Organize and analyze data around revenue related KPIs.
  • Streamline the dashboards for sales teams to ensure insights into key business drivers.
  • Understands the greater business needs, what is working in our processes, where we have critical gaps, and where we can harmonize across the organization.
  • Deploy processes and systems that will scale with growth plans developed in partnership with leadership and other teams/functional areas.
  • Provide clear and direct feedback for continuous improvement in the sales cycle.
  • Provide feedback to Product and Engineering teams on upcoming systems and features.
  • Work with departmental stakeholders and leaders to identify areas for improvement in process optimization.
  • Collaborate with Marketing to evaluate campaign effectiveness and identify areas where marketing automation can help streamline business processes.
  • ROI analysis on production team tools.
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