Innovation+Business Optimization Manager- Information Systems

Working alongside the CIO and in close coordination with the Software Applications team, this role serves as a bridge between business operations and technology. The manager evaluates vendor solutions, assesses workflows across departments, develops structured business cases, and oversees the disciplined implementation of approved initiatives.

• Evaluate software, automation, and AI solutions to address defined business problems, focusing on operational efficiency, feasibility, and measurable value.
• Analyze cross-system operational data to improve executive visibility, decision-making, and strategic planning.
• Define success metrics, reporting requirements, and performance indicators, and oversee the development of executive dashboards and operational reporting.
• Conduct structured workflow and process assessments across departments (Service, Sales, Accounting, Claims, Operations, etc.) to identify inefficiencies and design improved processes.
• Develop business cases for technology and operational initiatives, including feasibility analysis, risk considerations, expected outcomes, and measurable success criteria.
• Maintain a prioritized innovation and operational optimization roadmap aligned with executive direction and organizational priorities.
• Partner with the Software Application and IT teams to coordinate system enhancements, application rollouts, and technology initiatives.
• Lead cross-department collaboration efforts to drive alignment, accountability, and successful implementation of operational improvements.

Do you have experience in Performance dashboard reports?, Do you have a Bachelor's degree?, * Bachelor's degree in Business, Information Systems, Data Analytics, or a related field; equivalent experience considered.

• 7-10 years of experience in business operations, analytics, process improvement, digital transformation, or similar strategic roles.
• Demonstrated ability to analyze operational data, develop executive reporting/dashboards, and evaluate technology or AI-driven solutions that improve efficiency.
• Strong cross-functional leadership, communication, and project management skills, with experience working in complex organizational environments (insurance or financial services preferred).

Pulled from the full job description

• Health insurance
• 401(k) matching
• Paid time off
• Vision insurance
• Dental insurance
• Life insurance
• Employee assistance program, Compensation: $115,000 - $150,000 based on experience, education, and work location.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Poughkeepsie Office, As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: * Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. * Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. * No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.