Vice President, Data and Business Operations

AgencyBloc is a leading provider of agency management solutions built specifically for life and health insurance agencies. Our platform helps agencies streamline operations, strengthen client relationships, and drive growth through powerful CRM, commission processing, and marketing automation tools. We value innovation, collaboration, and making a meaningful impact in the industries we serve and we take pride in fostering a culture that genuinely cares about our customers, our work, and each other. **Summary:** We are seeking a results-driven leader to establish and head our new Data and Business Operations organization, dedicated to the enterprise-wide operationalization of Artificial Intelligence (AI), business process transformation, and data-driven decision making. This pivotal role will serve as the senior business leader responsible for operational AI adoption and business transformation, translating high-level corporate strategy into tangible business value through aggressive workflow re-engineering, operational excellence, and alignment of business processes and operational workflows to the enterprise data strategy. This is a highly technical, hands-on leadership role focused on building and iterating quickly to drive rapid development and measurable operational outcomes at scale. The ideal candidate must be a "hands-on, builder-doer" who can personally build prototypes and configure workflows, bridging the gap between advanced technology and commercial execution, turning AI from a strategic concept into a core operational competitive advantage. **Responsibilities:** **AI Operationalization, Data Strategy & Workflow Implementation** - Drive Hands-On Development: Define the operational blueprint, data readiness standards, and execution roadmap for AI adoption across all core business functions (including Customer Success, Support, Sales, Marketing, and Shared Services). This includes the expectation to personally build and iterate on prototypes, configure new AI-driven workflows, and drive rapid development. - Drive Enterprise Data Integration: Oversee the convergence of internal data silos (Data Ops, RevOps, Customer Data) to define business data requirements, data quality expectations, and operational priorities for enterprise reporting, analytics, and AI initiatives in partnership with the Technology organization. - Execution, Tooling & Scale: Lead the vetting, procurement, deployment, and ongoing utilization of business-specific AI tooling and cognitive agents to guarantee high-quality functional execution, cost containment, and organizational scale. - Strategic Barrier Removal: Continuously partner with senior leadership to identify, prioritize, and remove macro-level organizational, technological, and data-quality barriers to enable enterprise-wide AI transformation. - Outcome & ROI Ownership: Hold full accountability for delivering clear, measurable operational outcomes with an offensive growth mindset, focused on maximizing growth and efficiency across the entire business. This includes increasing customer retention (e.g., churn reduction), improving GTM enablement and pipeline velocity (e.g., doubling sales capacity), and driving enterprise-wide capacity/time-to-value acceleration through AI-driven operational excellence. - Establish the AI Center of Excellence (CoE): Establish a Business AI Center of Excellence focused on operational automation, adoption, workflow redesign, change management, training, and operational productivity. Identify systemic gaps in existing legacy workflows and resolve them through strategic process optimization, agentic workflows, and predictive data utilization. This role will drive the initial build and configuration of the operational AI application layer in close partnership with the Technology organization, which holds the ultimate decision authority on tool selection, foundational architecture, and technical standards. - Establish Data Stewardship: Establish business ownership…