Transformation Senior Associate

Posted 7 Days Ago
Be an Early Applicant
Westlake, OH, USA
In-Office
Senior level
Agency • Insurance • Financial Services
The Role
Conduct structured problem-solving and analysis to support strategic initiatives. Build Excel models and slide decks, run and analyze A/B marketing tests, translate data into actionable recommendations, present to senior leaders (CEO/CFO), manage tasks and timelines, and collaborate with senior team members to drive implementation.
Summary Generated by Built In
  • Conduct structured problem-solving and analytical work to support strategic initiatives
  • Develop clear, insightful slides and Excel models to communicate findings and recommendations
  • Translate data into clear recommendations and partner with stakeholders to drive implementation
  • Support and lead marketing experiments / tests through A/B testing
  • Actively collaborate and learn from senior team members, supporting their strategic oversight and decision-making
  • Contribute to fostering a fun, collaborative, and productive team environment.
  • Engage directly with senior stakeholders presenting insights and recommendations effectively. You will be directly communicating to the CEO / CFO as you are working on the top priorities for Goosehead
  • Proactively manage assigned tasks and support project timelines to ensure timely, impactful results
  • Although the function is called a “Transformation Office”, not all studies/projects will be focused transformation types

Skills Required

  • Structured problem-solving and analytical work
  • Create clear, insightful slide decks (presentation skills)
  • Build and maintain Excel models
  • Translate data into clear recommendations and drive implementation
  • Design, run, and analyze A/B tests/marketing experiments
  • Engage and present effectively to senior stakeholders (CEO/CFO)
  • Proactive task and project timeline management
  • Collaborate with and learn from senior team members
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The Company
2,120 Employees
Year Founded: 2003

What We Do

Goosehead Insurance is an innovative independent personal lines insurance agency that distributes its products and services through corporate and franchise locations throughout the United States. Founded in 2003, the company focuses on providing extraordinary value by offering a broad choice of products and a world-class service experience, representing over 200 insurance companies that underwrite both personal and commercial lines.

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