The Strategic Business Planning Specialist will support management to ensure strategic business priorities are identified, prioritized, executed and results measured. Collaborate with key stakeholders for the successful discovery and execution of enhancements and projects.

Responsibilities:

  • Assist with business case development through the collaboration with key stakeholders to articulate business needs in project terms  

  • Perform a critical business analysis during project execution by:

    • Leading / creating business requirements

    • Completing current state and future state process flows

    • Providing input for processes, training , communication

    • Developing UAT test strategy plan

    • Developing and facilitating the execution of UAT test scripts

    • Coordinating with QA/IT partners

    • Monitoring and ensuring the resolution of defects through warranty period

  • Develop and update strategic planning templates and communications.

  • Update assigned strategic dashboards/tracking mechanisms.

  • Coordinate with peers across the organization to continuously improve processes, documentation, communication, etc.

  • Network with colleagues across business and technology to enhance business knowledge

  • Assist with escalated issues on priorities, goals, strategies, resources and key initiatives.

  • Prepare presentations for delivery to specific audiences.


Qualifications:

  • Bachelor’s degree in a business field or equivalent experience

  • Two years of strategic planning experience in a similar environment or in a planning/consultant role

  • Ability to communicate with all levels of the organization to influence others towards strategic goals

  • Analytical and problem solving skills to plan strategy, tactics, and perform root-cause analysis

  • Familiarity with project management tools, lifecycles, etc.

  • Proficiency using MS Office tools


Preferred Qualifications:

  • Insurance/financial services experience

  • Knowledge of LEAN Six Sigma methodology


Working Conditions:

  • Hybrid office environment (3 days a week)

  • Occasional travel to attend strategic planning sessions

Compensation:

  • The Salary for this position generally ranges between $62,500 - $75,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

  • Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation ito perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.