Revenue Optimization & Strategic Engagement Director

Company: Safety National
Location: Dallas
Posted on: May 3, 2025

Job Description:

DescriptionAt Safety National, we don't just offer jobs - we build careers with purpose! Since 1942, we've been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success-both personally and professionally. Ready to grow with us? Apply today!
Follow this link to view all of our available careers and apply:
This opportunity is in the Client Engagement department.
The Client Engagement Department engages internally with our business stakeholders and externally with our brokers, policyholders and TPA clients. We work to drive strategic partnerships, enhance client relationships, and optimize account management strategies. This group is instrumental in expanding our market presence, strengthening client retention, and fostering long-term business relationships that contribute to revenue growth and operational excellence focused on the voice of the customer.
Role Description:
Imagine yourself leading growth initiatives at a strategic level, driving collaboration across Sales, Marketing, Underwriting, and Client Engagement teams. As Director of Revenue Optimization and Strategic Engagement, you will align revenue strategy and execution with organizational goals, using data-driven insights and customer segmentation to identify key opportunities. You'll oversee the entire customer journey, optimize broker relationships, and lead process improvements to ensure superior client experiences. You will also champion the adoption of advanced technologies like Salesforce and predictive analytics platforms, all while collaborating cross-functionally with leaders in Finance, Product, Underwriting, and Marketing. If you are passionate about scalable growth, operational excellence, and making a significant impact, this role is tailor-made for you.
Responsibilities:
Revenue Strategy & Planning

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• Partner with key stakeholders to design and implement growth strategies aligned with organizational goals.
  
• Evaluate revenue performance through KPIs, forecasts, and customer segmentation insights.
  
• Identify and prioritize high-impact revenue opportunities across customer and distribution channels.
  
  Process Optimization
  
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  • Map and refine the entire customer journey-from lead acquisition through servicing and renewal.
    
  • Standardize workflows across brokers, sales, and retention teams to improve operational efficiency.
    
  • Translate market and product data into insights that inform strategic engagement and distribution strategies.
    
    Analytics & Performance
    
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    • Build and maintain strategic broker relationships to enhance distribution success and gather market intelligence.
      
    • Lead the development of dashboards, predictive models, and reporting tools to monitor performance and customer engagement.
      
    • Champion the adoption of technologies that support sales effectiveness and customer success.
      
      Technology & Tools
      
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      • Oversee the integration and effective use of platforms such as Salesforce, AMS systems, and marketing automation tools.
        
      • Collaborate with IT and business teams to ensure seamless data flow and tool functionality.
        
      • Promote user adoption of RevOps systems and platforms both internally and externally.
        
        Cross-Functional Leadership
        
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        • Work closely with cross-functional partners-Finance, Product, Underwriting, and Marketing-to align on strategic priorities.
          
        • Lead a high-performing Revenue Optimization team focused on insight-driven engagement.
          
        • Support product development and market research from a revenue optimization perspective.
          
          Qualifications:
          Education:
          
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          • Bachelor's degree required
            
          • Advanced degree in Business, Economics, or Analytics is preferred.
            
            Required Qualifications:
            
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            • Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future.
              
            • This position allows for a hybrid work schedule which includes a minimum of 3 days per week from one of these office locations: St. Louis, MO (home office), Chicago, IL, New York, NY, Dallas, TX or Atlanta / Alpharetta, GA. All employees are required to submit work from home requests and follow our Work From Home policy, which will be provided to all candidates selected to interview.
              
            • 10 or more years of progressive experience in revenue management, sales operations, analytics, or strategic engagement.
              
            • Proven ability to lead cross-functional teams and influence at all levels.
              
            • Strong communication and stakeholder management skills.
              
            • Proficiency in Salesforce, Tableau, Power BI, and data visualization techniques.
              
            • Willingness to travel up to 25%.
              
              Preferred Qualifications:
              
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              • Demonstrated leadership in the discipline of Revenue Optimization.
                
              • Experience in commercial insurance or distribution strategy.
                
                Protect the confidentiality, integrity and availability of information and technology assets against unauthorized disclosure, destruction and/or alteration, in accordance with Safety National policies, standards, and procedures.
                Safety National is a leading specialty insurance and reinsurance provider. Our culture is built upon relationships, which allow us to demonstrate our expertise gained through our rich 80-year history. As a wholly-owned subsidiary of Tokio Marine, Inc., we appreciate the benefits and support provided by our affiliation with one of the top 10 insurance companies in the world.
                Total Rewards That Put Employees First
                In our vision to be First with Co-Workers, compensation that includes base salary, holiday bonus, and incentive awards is only a small portion of the comprehensive total rewards package we offer. Our total rewards approach recognizes and rewards the time, talents, efforts, and results of our valued employees. Highlights of our exceptional benefits include generous health, dental, and vision coverage, health savings accounts, a 401(k)-retirement savings match and an annual profit sharing contribution. We proudly offer family forming benefits for adoption, fertility, and surrogacy, generous paid time off and paid holidays, paid parental and caregiver leave, a hybrid work environment, and company-paid life insurance and disability. To support employees in their career journeys, we provide professional growth and development opportunities in addition to employee recognition and well-being programs. Apply today to learn more.
                Safety National is committed to fair, transparent pay and we strive to provide competitive, market-based compensation. In our vision to be First with Co-Workers, compensation is only one piece of the comprehensive total rewards package we offer. The target base salary range for this position is $130,000 to $210,000. Compensation for the successful candidate will consider the candidate's particular combination of knowledge, skills, competencies, experience and geographic location.
                #LI-Hybrid
                
                Equal Opportunity Employer
                
                This employer is required to notify all applicants of their rights pursuant to federal employment laws.
                For further information, please review the notice from the Department of Labor.

Keywords: Safety National, DeSoto , Revenue Optimization & Strategic Engagement Director, Executive , Dallas, Texas