Summary
Senior Manager, Strategic Planning & Competitive Intelligence plays a key role in advancing the organization’s enterprise strategy through strategic planning and reporting, competitive intelligence, and executive decision support.
This role serves as a strategic partner to the Senior Director, Global Strategy. The Manager / Senior Manager works closely with senior leadership, cross-functional teams, and volunteer leaders to translate market dynamics, organizational priorities, and data into clear recommendations and decision-ready materials.
The Manager / Senior Manager supports the enterprise strategic planning process, contributes to high-priority strategic initiatives, plays an important role in the competitive intelligence capability, and applies AI-enabled workflows to improve the speed, quality, and scalability of research, synthesis, and reporting.
Essential Responsibilities
Strategic Planning & Reporting
- Support the design, execution, and ongoing evolution of the organization’s strategic plan reporting process.
- Support management of the enterprise strategic planning calendar and coordination of cross-functional participation.
- Deeply understand the business rationale, measures of success, risks, and interdependencies across strategic initiatives.
- Partner with business unit leaders to assess progress, identify performance gaps, and develop mitigation or course-correction strategies.
- Lead the development of executive- and Board-ready reporting on strategy execution and enterprise-wide KPIs, including dashboards, presentations, and written briefings.
- Help drive alignment and effective communication of the strategic plan across the organization and global network.
- Manage timelines, deliverables, and follow-through associated with strategic planning and reporting activities.
- Facilitate planning meetings, working sessions, and follow-up actions to support execution and accountability.
Competitive Intelligence
- Support the development and continuous improvement of the organization’s competitive intelligence capability.
- Monitor and assess competitors, peer organizations, adjacent sectors, and emerging market entrants.
- Produce regular and ad hoc intelligence outputs (e.g., briefings, dashboards, alerts, newsletters) tailored to executive leadership and other internal stakeholders.
- Synthesize competitive insights across offerings, pricing, partnerships, digital capabilities, and operating models.
- Help integrate competitive intelligence into strategic planning, product strategy, partnerships, and enterprise decision support.
- Develop RFPs and manage external vendors, research providers, and intelligence partners supporting competitive and market insights.
- Maintain recurring intelligence cadences, deliverables, and follow-up to ensure insights are timely, relevant, and actionable.
Internal Strategy Consulting
- Support initiatives requiring strategic framing, analysis, and insight generation.
- Frame complex strategic questions, develop hypotheses, and evaluate strategic options prior to broader implementation.
- Conduct advanced analyses including market sizing, scenario planning, benchmarking, and business case development.
- Translate complex findings into clear, actionable recommendations and decision-support materials for senior leadership.
- Lead workstreams and support cross-functional strategic initiatives with enterprise-wide impact.
- Coordinate stakeholders, manage project timelines, and drive follow-through on assigned strategic initiatives.
AI-Enabled Analysis & Workflow Innovation
- Apply AI tools and agent-based workflows to accelerate research, insight generation, synthesis, and reporting.
- Design responsible, repeatable AI-enabled workflows across strategy and intelligence processes.
- Evaluate and recommend emerging AI tools and approaches that improve efficiency, quality, and scalability.
- Identify opportunities to automate and improve strategic planning and reporting workflows.
- Support testing, refinement, and adoption of AI-enabled processes across recurring strategy and intelligence work.
Qualifications
Experience
- 8+ years of experience in management consulting, corporate strategy, strategic planning, competitive intelligence, or related roles.
- Experience supporting executive level decision-making.
- Demonstrated ability to operate independently, manage multiple priorities, and deliver with limited ramp time.
- Experience in professional associations or similar multi-stakeholder environments strongly preferred.
- Experience managing projects or workstreams involving cross-functional stakeholders and tight timelines preferred.
Core Capabilities
- Strong judgment and ability to connect external developments to enterprise decisions.
- Advanced problem structuring and hypothesis-driven analysis skills.
- Proven ability to develop executive- and Board-ready materials.
- Strong competitive intelligence and market synthesis capabilities.
- Strong ownership and ability to manage multiple high-visibility priorities with appropriate guidance.
- Strong project management, follow-through, and execution skills.
- Strong facilitation and collaboration skills across cross-functional teams.
AI & Technical Capabilities
- Demonstrated ability to use AI tools in strategic workflows.
- Experience designing AI-enabled processes and orchestrating agents.
- Understanding of AI operating models and automation opportunities.
- Strong PowerPoint and Excel skills, with the ability to synthesize complex information into clear reporting and presentations.
- Experience with project tracking, dashboarding, and reporting tools to support planning and execution.
Critical Success Factors
- Ability to operate independently and deliver value quickly within a collaborative team structure.
- Strong balance of strategic thinking and execution discipline
- Ability to simplify complexity for executive audiences
- Strong follow-through and attention to timelines, deliverables, and quality
- Practical application of AI to real workflows
- Sound judgment in navigating organizational dynamics
- Ability to build effective working relationships across functions and stakeholders
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
This position will require work in our Headquarters office in Lake Mary, FL 40% of the time.
