Data and Executive Operations Strategist

Lee Agency Inc•Muscatine, IA

4d•Hybrid

About The Position

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.

Requirements

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
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

Nice To Haves

Background in project coordination, consulting support, or operations is a plus
Preferred experience with NTT Software, QuickBooks, and 1099 processing

Responsibilities

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
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
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
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
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
Identify and implement opportunities to improve operational efficiency
Coordinate events, initiatives, and special projects across departments
Support continuous improvement efforts using data-driven insights
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