Director of Business Operations and Performance

Pharmaceutical Strategies Group LLC

1d•$150,000 - $200,000•Remote

About The Position

PSG is seeking a Director of Business Operations & Performance to build and lead the business operating infrastructure that connects commercial growth, client delivery, financial performance, resource planning, and strategic priorities into a scalable, data-driven management system. This is a strategic leadership role partnering with the President and senior leadership team to connect strategy, sales, delivery, workforce planning, product initiatives, financial performance, and profitability into a cohesive operating model. The role is designed as a player-coach, initially focused on building processes, frameworks, reporting, and analyses, and will evolve to build a scalable Business Operations & Performance function. The ideal candidate will be energized by building structure, influencing decisions with data, and impacting the organization's planning, measurement, operations, and execution of its growth strategy. This role is foundational in building the management systems, operating disciplines, and performance infrastructure for PSG's next phase of growth.

Requirements

10+ years of progressive experience in Business Operations, Financial Planning & Analysis, Sales Operations, Revenue Operations, Consulting Operations, Strategy, or related business management roles.
Demonstrated experience supporting senior leadership teams with forecasting, planning, performance management, and strategic decision-making.
Strong understanding of professional services economics, resource planning, utilization management, and profitability analysis.
Experience developing KPI frameworks, dashboards, operating reviews, and management reporting systems.
Proven ability to influence across multiple business functions without direct authority.
Advanced analytical, financial modeling, planning, and problem-solving capabilities.
Strong written and verbal communication skills with the ability to communicate effectively with senior leadership.

Nice To Haves

Experience within healthcare consulting, pharmacy benefit management, healthcare technology, analytics, software, or professional services environments.
Experience with Salesforce, Power BI, Harvest, Smartsheet, financial planning systems, and business intelligence platforms.
Experience designing and implementing business performance frameworks, KPI architectures, or management systems that connect commercial, operational, workforce, and financial performance.
Demonstrated ability to identify and operationalize meaningful business metrics that drive accountability and improve decision-making.
Experience developing leadership reporting that translates complex business data into actionable insights.
MBA or advanced business degree preferred.

Responsibilities

Lead the development and evolution of the Business Operations & Performance function.
Establish management systems that connect strategy, sales, delivery, staffing, financial performance, and organizational priorities.
Partner with senior leadership to improve operational effectiveness, business visibility, decision-making, and accountability.
Build and maintain operating rhythms including monthly business reviews, forecasting processes, KPI reporting, performance reviews, and leadership dashboards.
Facilitate cross-functional alignment across Sales, Consulting, Product, Analytics, Operations, Finance, and Client Success.
Develop governance structures, operating processes, and decision frameworks that improve scalability and organizational effectiveness.
Assess future organizational needs and develop recommendations regarding the growth and structure of the Business Operations function.
Own sales operations processes supporting pipeline management, opportunity progression, forecasting, renewal tracking, and revenue performance.
Develop pipeline reporting, sales productivity metrics, conversion analysis, and growth performance dashboards.
Partner with sales leadership to improve forecast accuracy, opportunity management discipline, and revenue predictability.
Evaluate sales capacity, territory effectiveness, resource requirements, and commercial investment decisions.
Support annual planning, sales target development, and performance measurement activities.
Ensure Salesforce and related commercial systems provide actionable business insight and operational visibility.
Lead enterprise forecasting processes across bookings, revenue, utilization, staffing, margin, profitability, and business performance.
Develop integrated forecasting models linking pipeline activity, delivery capacity, resource plans, hiring decisions, and financial outcomes.
Build and maintain annual operating plans, rolling forecasts, and long-range business projections.
Identify performance trends, risks, and opportunities and provide actionable recommendations to senior leadership.
Improve organizational forecasting discipline, consistency, transparency, and accountability.
Build pipeline-to-capacity planning processes that align anticipated demand with available consulting, analytics, technology, and support resources.
Develop workforce planning models supporting hiring, growth initiatives, succession planning, and resource optimization.
Monitor resource allocation, utilization, realization, and productivity across teams and business segments.
Identify delivery bottlenecks, staffing constraints, and future capacity requirements.
Support leadership decisions regarding workforce investments, organizational design, and resource management strategies.
Establish governance and operational discipline surrounding time tracking and utilization management.
Ensure accurate project setup, billing classifications, labor allocations, and reporting structures.
Monitor utilization performance across teams and business segments.
Partner with business leaders to improve staffing decisions and resource deployment practices.
Translate time tracking data into actionable insights related to productivity, profitability, staffing requirements, and delivery performance.
Implement process improvements that strengthen operational efficiency and workforce effectiveness.
Develop profitability reporting and analysis across clients, projects, service offerings, products, and business segments.
Provide visibility into revenue quality, margin performance, utilization economics, and resource productivity.
Analyze project performance, pricing effectiveness, staffing models, and business economics.
Identify opportunities to improve profitability, operating leverage, and financial performance.
Partner with Finance to strengthen planning, forecasting, and performance management capabilities.
Support investment decisions through business case development, scenario analysis, and return-on-investment assessments.
Develop and maintain an enterprise performance management framework aligned with strategic, operational, commercial, and financial objectives.
Establish KPI ownership, performance targets, measurement methodologies, and reporting standards.
Create leadership dashboards and scorecards that provide timely visibility into business performance.
Partner with senior leaders to identify meaningful leading and lagging indicators that support effective decision-making and accountability.
Monitor key business performance trends and proactively identify risks, opportunities, and areas requiring management attention.
Drive accountability through structured performance reviews, action plans, and management reporting.
Ensure leaders have access to accurate, actionable, and decision-oriented information.
Continuously evaluate and refine performance measures as the business evolves and becomes more complex.
Develop leadership reporting packages that support operational and strategic decision-making.
Facilitate monthly, quarterly, and annual business reviews with senior leadership.
Synthesize complex business information into concise, actionable recommendations.
Create a consistent single source of truth for business performance reporting.
Provide insight into emerging business trends, operational risks, growth opportunities, and performance drivers.
Lead cross-functional initiatives designed to improve operational effectiveness, scalability, and profitability.
Identify opportunities for process improvement, automation, reporting enhancements, and business modernization.
Support strategic planning, organization design, growth initiatives, and new business opportunities.
Drive continuous improvement efforts that strengthen execution, accountability, and performance.
Help build a more data-driven, performance-oriented culture across the organization.

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
401(k) matching
medical insurance
dental insurance
vision insurance
wellness & employee assistance programs