Director of Strategy & Data Insights

The Director of Client Strategy and Analytics will play a critical role in developing compelling narratives for high-stakes client pitches, driving insights through data analytics, and enhancing service delivery for top-tier accounts. This role requires a strategic thinker with a solid foundation in analytics, presentation development, and cross-functional coordination to help maintain and grow key client relationships at a dynamic services company.

Primary Responsibilities Will Include:

1. Client Pitch Development
    - Lead the story-lining and creation of high-impact presentations for major client pitches, ensuring alignment with client needs and business objectives.
    - Work closely with the business development team to translate complex financial data and market trends into compelling insights and recommendations.
      - Collaborate with cross-functional teams to gather and integrate input, leveraging industry best practices and advanced storytelling techniques for maximum client engagement.
   
   2. Analytics Team Leadership
      - Manage and mentor a team of mid-to-junior-level analysts, providing direction on ad hoc revenue and market analytics to support both internal and client-facing needs.
      - Assign and oversee tasks, ensure project milestones are met, and foster a collaborative environment that encourages team growth and professional development.
      - Establish best practices for data analysis, ensuring accuracy, clarity, and relevance in all analytic outputs.
   
   3. Service Delivery Improvement
      - Drive initiatives to optimize service delivery for key accounts by identifying opportunities to streamline processes, enhance responsiveness, and increase overall client satisfaction.
      - Develop and track key performance indicators (KPIs) to monitor the effectiveness of service delivery improvements and align outcomes with company objectives.
      - Collaborate with client service and operations teams to implement solutions that support a seamless client experience.
   
   4. Stakeholder Coordination and Input Synthesis
      - Coordinate with senior management and key stakeholders to gather, synthesize, and refine inputs for crucial client presentations and pitch materials.
      - Facilitate regular meetings with leadership to ensure alignment on priorities and strategic objectives, incorporating their insights and feedback into final deliverables.
      - Act as a bridge between analytics, business development, and senior leadership, ensuring a unified approach in client engagement efforts.

Job Requirements, Skills, Education and Experience:

Qualifications

- Education: Bachelor’s degree in Finance, Business, Economics, or a related field; MBA or relevant master’s degree preferred.
- Experience: Minimum of 7-10 years in analytics, client strategy, or a related field, with at least 3 years in a leadership role within a B2B environment (preferably in accounting, finance, or professional services).

Skills:
   - Proven expertise in crafting and delivering presentations for high-stakes client engagements.
   - Strong analytical background with the ability to transform data into actionable insights.
   - Experience in leading and developing teams with a focus on delivering high-quality, timely results.
   - Excellent verbal and written communication skills, particularly in presenting complex ideas to senior-level stakeholders.
   - Project management skills with a demonstrated track record of implementing process improvements.

Key Competencies

- Strategic Thinking: Ability to think critically and creatively in a high-pressure, client-focused environment.
- Team Leadership: Proven track record of motivating and mentoring mid-level and junior team members.
- Results-Orientation: Strong focus on achieving tangible outcomes and delivering high-impact client solutions.
- Client-Centric Mindset: Commitment to understanding client needs and exceeding their expectations.

The salary range for this position is $175,000 - $230,000, in addition to a discretionary bonus and comprehensive a comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States.

Company Description:

Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with offices in New York, San Francisco, Boston, Stamford, Dallas, Denver, Vancouver, and Luxembourg. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.