Innovation+Business Optimization Manager

Why Join Marshall Sterling?

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

The Innovation Business Optimization Manager supports the Chief Information Officer and Executive Team by identifying, evaluating, and advancing initiatives that improve operational efficiency, scalability, and executive visibility across the organization.

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.

• 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).

Total Rewards Package:

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!

Employee Stock Ownership Program

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.

For more information on our culture and benefits, please visit us at : Careers | Marshall Sterling