• Interpret data, analyze results and process transactions in various systems in support of property and casualty insurance operations • Prepare and issue documents and reports accurately, as per specifications • Interact with team and customers as required to complete deliverables • Communicate issues or queries on a timely basis to ensure quick resolution • Assist with troubleshooting and improving processes, as needed

• Own end-to-end customer onboarding and implementation, from sales handoff through Customer Success transition • Capture customer goals, KPIs, and expectations and translate them into structured project plans • Build and manage onboarding plans with clear milestones, owners, timelines, and success criteria • Drive consistent, scalable onboarding execution while adapting to customer-specific needs • Ensure on-time, high-quality delivery through strong cross-functional accountability • Serve as program manager across multiple initiatives, with implementations as the core priority • Build and maintain detailed project plans and Gannt charts, including timelines, dependencies, and risks • Coordinate across Sales, Product, Engineering, SMEs, Support, and Customer Success • Run status updates, stakeholder communications, and execution reviews • Ensure clarity on ownership, progress, and blockers • Proactively identify and resolve risks, gaps, and misalignment • Oversee technical implementations without hands-on execution through technical project plan with timeline • Coordinate system setup, integrations, and technical readiness by bringing cross functional teams together through a defined plan • Act as the central point of coordination and escalation across technical teams • Ensure delivery aligns to scope, timelines, and success metrics • Coordinate scheduling, milestones, and completion criteria • Ensure full participation across customer stakeholders • Manage delivery through internal trainers and SMEs (no direct training) • Track training completion, readiness, and adoption • Ensure customers are prepared for go-live and early success

• Own the systems our revenue runs on including Salesforce, quotes, sales orders, and reporting • Generate accurate quotes and sales orders in collaboration with Sales leads • Ensure accuracy of pipeline and forecast data in Salesforce • Administer Salesforce and support users, manage fields and reports • Produce unified reporting incorporating various data inputs • Build and improve AI-assisted workflows to replace manual processes

Role Description Lumenci is seeking a high-performing, analytically driven business professional who is ready to broaden their leadership scope and partner directly with the CEO to help scale a high-growth, private equity-backed organization. This position is preferably based in Austin, TX however New York, NY will be considered. The ideal candidate brings a strong foundation in investment banking, management consulting, corporate development, strategic finance, or business operations, combined with exceptional analytical capabilities, financial acumen, and business judgment. They are intellectually curious, highly organized, and thrive in environments that demand disciplined execution, sound decision-making, and the ability to manage multiple strategic priorities simultaneously. This role is designed for an ambitious leader who has demonstrated a consistent record of high performance, is eager to expand beyond a functional discipline, and is motivated by the opportunity to contribute across finance, operations, strategic initiatives, and executive decision-making. Success in this role requires professionalism, adaptability, and a commitment to delivering measurable business outcomes in a fast-paced, collaborative environment. Key Responsibilities - Strategic Business Operations - Partner with the CEO and executive leadership team to support the execution of strategic business initiatives. - Lead cross-functional projects that improve operational effectiveness, organizational scalability, and business performance. - Develop and enhance operational processes, governance frameworks, and management cadences that support sustainable growth. - Monitor strategic initiatives, identify execution risks, and recommend practical solutions. - Drive accountability across business functions to ensure timely execution of organizational priorities. - Strategic Finance & Business Analysis - Develop financial models, business cases, forecasts, and analytical frameworks that support executive decision-making. - Prepare executive dashboards, KPI reporting, and performance analyses that provide actionable business insights. - Analyze financial and operational data to identify trends, risks, and opportunities. - Partner with Finance and business leaders to improve planning, forecasting, and resource allocation. - Support annual planning and other strategic financial initiatives as required. - Mergers & Strategic Initiatives - Support strategic acquisition initiatives through financial modeling, valuation analysis, due diligence coordination, and executive reporting. - Coordinate cross-functional workstreams during transaction execution and integration planning. - Prepare investment analyses, presentation materials, and supporting documentation for executive leadership. - Assist in monitoring post-acquisition integration activities and performance objectives. - Executive Partnership - Prepare executive presentations, business reviews, board materials, and strategic updates. - Support executive planning by coordinating priorities across departments and leadership teams. - Conduct research and analysis to support strategic initiatives and executive decision-making. - Anticipate business challenges and proactively develop recommendations to improve organizational performance. - Operational Excellence - Identify opportunities to improve business processes and operational efficiency. - Lead continuous improvement initiatives across multiple functional areas. - Promote operational discipline through standardized processes and performance measurement. - Build productive working relationships across Finance, Sales, Product, Delivery, Technology, People Operations, and other corporate functions. Qualifications - Bachelor's degree in Business, Finance, Economics, Engineering, or a related discipline. - Approximately 5–8 years of progressive experience in investment banking, management consulting, corporate development, strategic finance, business operations, or a similarly analytical environment with increasing levels of responsibility. - Advanced Microsoft Excel proficiency, including financial modeling, scenario analysis, and executive reporting. - Demonstrated experience leading complex cross-functional initiatives. - Strong analytical, quantitative, and problem-solving capabilities. - Excellent written, verbal, and executive presentation skills. - Demonstrated ability to manage multiple priorities while maintaining exceptional attention to detail. - Proven ability to execute projects from concept through implementation. Preferred Qualifications - MBA preferred but not required. - Experience in investment banking, supporting mergers and acquisitions or corporate development initiatives. - Experience working within a private equity-backed or other high-growth organization. - Exposure to consulting, technology, AI, SaaS, or professional services environment. Key Competencies - Strong business judgment and professional maturity. - Exceptional analytical and financial acumen. - Advanced problem-solving and critical thinking capabilities. - Intellectual curiosity and the ability to synthesize complex information into actionable recommendations. - Strong organizational and project management skills. - High standards of accountability and personal ownership. - Ability to influence and collaborate effectively across all levels of the organization. - Executive presence and effective communication skills. - Sound prioritization and decision-making under competing demands. - Adaptability, resilience, and composure in a dynamic environment. - Commitment to operational excellence and continuous improvement. - Integrity, discretion, and the ability to manage confidential information with professionalism. Why This Role Matters As Lumenci continues to expand its capabilities and pursue strategic growth opportunities, the Director, Business Operations will play an important role in strengthening the organization's operational foundation and supporting executive decision-making. This position will contribute to improving business performance through disciplined execution, financial analysis, operational planning, and support for strategic initiatives, including mergers and acquisitions. Working closely with the CEO and executive leadership team, the successful candidate will help ensure that organizational priorities are executed effectively while contributing to Lumenci's long-term growth strategy.