Data and Executive Operations Strategist

Data & Executive Operations Strategist
Lee Agency – Muscatine Office

Summary / Objective
The Data & Executive Operations Strategist serves as a key partner to leadership, combining advanced data analytics with executive-level operational and administrative support. This role is responsible for transforming business data into actionable insights while driving organizational efficiency, supporting strategic initiatives, and ensuring seamless day‑to‑day operations.

This position acts as a central hub between leadership, consulting teams, clients, and internal staff—helping to prioritize initiatives, improve processes, and deliver high-quality client service. The ideal candidate is a proactive, detail-oriented professional who can manage competing priorities, anticipate needs, and support data-driven decision making across the organization.

This hybrid role blends data analytics, executive support, operations, and client coordination into one strategic position that directly impacts organizational growth, efficiency, and client experience. The Data & Executive Operations Strategist plays a critical role in helping Lee Agency make smarter decisions, streamline processes, and deliver exceptional service.

Essential Functions
This list is not all-inclusive and may be expanded based on business needs.

Data Strategy & Analytics

Aggregate, analyze, and interpret business data to support decision‑making and strategic initiatives

Develop and maintain data collection systems to improve statistical efficiency and data quality

Integrate data from multiple sources, ensuring accuracy, consistency, and integrity

Write queries, generate reports, and build dashboards for leadership and project teams

Identify trends, perform root cause analysis, and recommend process improvements

Partner with leadership to prioritize business and information needs

Executive & Strategic Support

Serve as a trusted partner to leadership, supporting initiatives from planning through execution.

Conduct research and prepare reports, presentations, and decision‑support materials

Track strategic projects, monitor deliverables, and ensure timely follow‑through

Align daily activities with organizational priorities and proactively anticipate needs

Operational & Administrative Management

Manage calendars, communications, meetings, and scheduling coordination for leadership

Coordinate internal and external meetings, agendas, and follow‑up actions

Maintain organized systems for files, data, and operational processes

Support office operations and ensure smooth day‑to‑day workflow

Administer CRM systems and support data‑driven client management processes

Consulting & Team Support

Support consulting teams (Risk, Nurse, HR, and affiliated groups) with coordination and data insights

Assist with scheduling, deliverables tracking, and project timelines

Prepare client‑facing reports, presentations, and analytics

Facilitate cross‑functional communication between teams and leadership

Client & Relationship Management

Serve as a professional point of contact for clients, partners, and internal stakeholders

Build strong relationships while delivering exceptional service

Handle sensitive and confidential communications with discretion

Process Improvement & Projects

Identify and implement opportunities to improve operational efficiency

Coordinate events, initiatives, and special projects across departments

Support continuous improvement efforts using data‑driven insights

Culture & Communication

Promote a collaborative, professional work environment aligned with company culture

Demonstrate core values: Tell the Truth, Work Hard, Have Fun

Communicate clearly and effectively across all levels of the organization

Education & Experience

Bachelor’s degree in Data Analytics, Business, or related field preferred

Equivalent experience (5–7 years) in data analytics, operations, or executive support may be considered

Experience in data analysis, reporting, and business intelligence

Experience supporting executives, leadership teams, or client‑facing operations preferred

Background in project coordination, consulting support, or operations is a plus

Familiarity with CRM systems, relational databases, and visualization tools

Preferred experience with NTT Software, QuickBooks, and 1099 processing

Basic accounting knowledge required

Knowledge, Skills & Abilities

Strong analytical and problem‑solving skills

Exceptional organizational skills and attention to detail

Ability to manage multiple priorities in a fast‑paced environment

Excellent written and verbal communication skills

High level of discretion and professionalism with confidential information

Proficiency in Microsoft Office (Excel, Word) and data tools

Ability to work independently and collaboratively

Strong interpersonal skills and relationship‑building capability

Adaptability and flexibility to changing business needs

Physical Demands

Regularly required to sit, use hands, and communicate

Frequently required to stand, walk, and reach

Occasionally lift up to 25 pounds

Ability to work on a computer and travel as needed

Work Environment

Based in the Muscatine, Iowa office with occasional travel as needed

Fast‑paced, business‑casual office environment

Occasional travel to clients, meetings, or events

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