Lead, Strategy and Operations

Tegus is the leading market intelligence platform for key decision makers. We power some of the world’s most well-respected institutional investors, corporations, and consultancies through the largest and most comprehensive database of primary and market information. Our products and services enable clients to discover unmatched insights and answers to the most challenging questions they face to help them make better informed decisions.

As the Strategy and Operations Lead, you will report to the Senior Director of Content Operations Strategy & Enablement and be responsible for forecasting & planning, account strategy, goaling & incentives, and strategic initiatives for the Customer and Compliance Operations departments. You will maintain our Operating Model, support data-driven decision-making for management teams, execute on strategic initiatives, and present insights to executive teams. This role will be instrumental in establishing how Tegus can scale our call services to more clients and grow content for our research platform.

You will be seen as the key business partner for Operations Leadership, and you will support the medium and long-term project initiatives of Department management. You will partner closely with the Operations, Go-To-Market, Enablement, Ops Systems, Product, Finance, and other roles to ensure the broader organization is communicating effectively and working collaboratively.

This role will be accountable for driving productivity, effectiveness, efficiency, scalability, and continual enhancements for client-facing teams as we enable content growth. An ideal candidate will be highly analytical, self-driven, collaborative, and strategic.

Responsibilities

• Forecasting and Planning: Departmental goal setting, operational targets, staffing, and budgeting.
• Maintain and build the annual plan. Includes departmental output goals, operational targets, and staffing levels.
• Own the quarterly forecasting and goaling process.
• Monitor capacity and utilization numbers to determine hiring needs.
• Account Strategy and Planning: Account Strategy, territory management, and account balancing.
• Ensure that teams are running at target staffing levels by monitoring capacity and course-correcting where needed.
• Own account planning and strategy framework.
• Execute account balancing and territory planning initiatives when needed.
• Performance Management: Goals, commission plans, etc.
• Support the goaling process across all roles and teams.
• When needed, re-evaluate performance KPIs and adjust to drive business outcomes.
• Design and administer role-based commission plans.
• Strategic Initiatives: Execute on Continuous improvement, Growth Strategy, and Business Analysis initiatives.
• Identify and execute on 1-3 strategic initiatives per quarter, setting goals and measuring impact.

Qualifications

• 5+ years of professional experience, ideally in consulting, corporate strategy, or a high-growth startup.
• Analytical breadth and depth: Advanced Excel + SQL.
• Familiarity with modern business intelligence (Tableau, PBI, Looker), data manipulation tools, and low/no-code automation tools is a plus.
• Ability to execute: Quick learner; willing to dive in and get their hands dirty. Ability to juggle multiple projects at once and comfort making decisions. 
• Experience in process mapping and development. Lean Six Sigma is a plus.
• Curious & Innovative: Proven track record of creative problem solving. You seek exposure to different types of problems and want to try your hand at different sides of the business. You want to gain experience in a high growth startup.
• Communicative: Experience delivering presentations and materials to an executive audience. Ability to interact with all levels of the company to influence company operations.

Benefits & Perks

• Comprehensive medical, dental, and vision plans. 401K plan with an employer match.
• Paid parental leave for all parents.
• Unlimited paid vacation, flexible work hours, and 10 observed paid holidays per year.
• Employer funded long-term disability.
• Award-winning culture with regular team-wide events designed to foster connections and promote creativity.
• Generous employee referral bonus program.
• The opportunity to attend peer-nominated quarterly DEI events.
• Working for a thriving, performance-based company that values promoting from within, career advancement and transparency.
• Work from our state of the art office in the heart of Chicago’s Loop featuring standing desks, nursing parent rooms, gender neutral bathrooms, subsidized gym access, and full amenity floor.
• Commuter benefits & a fully stocked kitchen with rotating snacks and beverages.




#LI-Hybrid

Total Compensation Range*: $120,000-$185,000

This includes base and bonus (uncapped earnings potential).

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Tegus we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Tegus is unable to sponsor or take over sponsorship of employment visas at this time.

Tegus, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. In addition to federal law requirements, Tegus complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Tegus expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status.

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