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Hagerty · 3 days ago

Manager of B2B Strategy & Planning

United States

Full-time

Remote

Mid, Senior Level

Hagerty is an automotive enthusiast brand and the world’s largest membership organization. The Manager of B2B Strategy and Planning will partner with B2B leadership to drive new business growth through data-driven analysis that informs distribution and sales strategies, while supporting various strategic initiatives and developing actionable insights using Tableau dashboards.

Auto InsuranceInsuranceInsurTech

Responsibilities

Partner with subchannel leadership on New Business planning, annual and quarterly goal setting, and supporting field management with performance targets and capacity modeling

Collaborate with executive and functional leaders to define and cascade measurable sales goals aligned with company strategy, partnerships, and initiatives

Work with finance and channel leaders to develop financial models and scenario planning to support strategic investments and distribution decisions

Serve as a liaison between leadership and the field team on reporting, analytics, and performance insights for the B2B channel

Drive cross-functional alignment and execution of initiatives that improve agency and partner performance

Develop actionable sales insights by leveraging data analytics, field intelligence, and agent feedback

Build and maintain dynamic Tableau dashboards and reporting frameworks to support weekly, monthly, and quarterly business reviews with key stakeholders

Deliver agency performance dashboards to inform strategy, tactics, and operational decision-making

Analyze agent engagement models and provide insights to B2B leadership, including solving ambiguous or exploratory business problems

Conduct financial analysis to support business growth, profitability initiatives, and cost-to-acquire optimization

Analyze sales performance and pipeline metrics to identify opportunities and improve conversion rates

Ensure accurate attribution and tracking of lead sources and agent information by partnering with data teams to support closed-loop reporting and funnel optimization