Associate, Strategy and Expansion

WelbeHealth•Brooklyn, NJ

1d•Remote

About The Position

The Associate, Strategy & Expansion is a critical member of the growth team, reporting to the Associate Director of Strategy. This role works closely with the Chief Growth Officer, Chief Financial Officer, and other leaders to shape and execute WelbeHealth’s near and long-term growth strategies. The Associate, Strategy & Expansion will lead key projects including evaluating new market opportunities, developing go-to-market strategies, improving existing market growth opportunities, and supporting site launches. This role is different because the Associate, Strategy & Expansion at WelbeHealth: Directly shapes WelbeHealth’s growth strategy – evaluating new markets, assessing financial and demographic opportunities, and helping determine where and how we expand PACE to serve more seniors. Operates as a strategic partner to executive leadership – translating complex data into clear, actionable insights and present recommendations to senior leaders, including the CFO, CGO, and broader executive team.

Requirements

Minimum of two (2) to four (4) years of experience in a strategy, finance, or business role; experience in healthcare, managed care, or senior care is highly desired
Proficiency in Microsoft Excel and PowerPoint, with demonstrated ability to deliver sharp, high-quality analyses and presentations
Strong data analysis skills, with experience using tools like Excel, Power BI, Tableau, and Access to evaluate and manipulate data
Proven ability to translate granular data into actionable insights for executive-level audiences
Ability to leverage AI tools for data analysis and aggregation, market research, and workflow automation
Strong written and verbal communication skills to inform and influence cross-functional stakeholders, including senior leadership
Ability to build strong relationships across a matrixed organization while remaining self-motivated and independently capable of driving projects forward

Nice To Haves

preference for East Coast/NYC-based

Responsibilities

Lead the evaluation of new market growth opportunities to inform overall future growth: identify key metro areas, submarkets, and demographic populations that would most benefit from PACE expansion, collaborate with Finance and Operations teams to determine financial feasibility of growth opportunities, and partner with Real Estate leadership to determine ideal locations in prospective markets
Develop go-to-market strategies for each new center to enable Operations leadership to understand and engage with the communities they’ll serve, including: identifying priority outreach regions and crafting preliminary outreach strategies, analyzing senior care and regulatory dynamics, and understanding language, cultural, and demographic distributions that inform hiring, programming, and other strategic decisions
Synthesize insights on existing center growth performance and present findings to Marketing, Outreach and Enrollment (MOE) and Operations leadership teams to guide outreach and operations strategy for a given market
Analyze existing WelbeHealth center enrollment performance and areas of unmet need to inform outreach prioritization, as well as conduct competitive assessment of other PACE and duals-focused health plans to inform marketing collateral and strategies
Drive high-priority projects from concept to completion, ensuring progress aligns with organizational goals and timelines
Balance multiple workstreams, providing actionable insights and maintaining clear communication with stakeholders