About The Position

The Director, Strategic Planning & Initiatives leads Peak Health’s strategic planning process and advances key strategic initiatives across the organization. The Director partners with the Peak Health executive team, enterprise strategic planning team, product teams, and cross-functional stakeholders to establish organizational priorities, translate strategic objectives into actionable initiatives, and align work with broader enterprise goals. Reporting to the Peak CEO, the Director also supports the Peak President, Peak CFO, and Peak VP of Network on strategic initiatives and board matters. The role provides strategic analysis, facilitation, and leadership to inform decisions, evaluate growth and improvement opportunities, monitor progress against strategic priorities, and drive execution in support of Peak Health’s long-term objectives. The position leads annual planning, coordinates Peak Health Board presentations, develops executive-level communications and reporting, and leads cross-functional initiatives from concept through implementation and evaluation. It also builds visibility into the initiative portfolio, supports alignment with WVU Medicine and other provider owners on IDFS strategies, and represents Peak Health at industry and provider-owner meetings. The role is primarily office-based, with periodic travel possible based on business needs.

Requirements

  • Bachelor’s degree in Business, Finance, Health Care Administration, or a related field.
  • Eight years of progressively responsible experience in health care, health insurance, managed care, strategic planning, business development, consulting, product strategy, or a related field.
  • Five years of experience involving strategic planning, strategic initiatives, business planning, project leadership, or a comparable function; this may be concurrent with the broader experience requirement.
  • Five years of people or project leadership experience; this may be concurrent with the other experience requirements.
  • Strong business acumen and understanding of health plan operations, products, financial considerations, and the broader health care environment.
  • Ability to identify organizational risks, opportunities, dependencies, and barriers and develop practical solutions.
  • Strong executive communication skills, including developing concise, compelling presentations and communicating complex concepts effectively.
  • Strong analytical and problem-solving skills, including synthesizing complex information and developing meaningful recommendations.
  • Excellent collaboration, relationship-building, facilitation, and consensus-building skills, including the ability to influence without direct authority.

Nice To Haves

  • Master’s degree in Business Administration, Health Care Administration, Finance, Strategy, Public Health, or another relevant field.
  • Experience working within a health plan, managed care organization, integrated health system, or integrated delivery and financing system (IDFS).
  • Experience working across a complex matrix and leading annual planning processes, cross-functional initiatives, and other executive-level strategic projects.
  • Experience partnering with senior and executive leadership.

Responsibilities

  • Lead Peak Health’s annual strategic planning cycle with executive leadership and the enterprise strategic planning team, establishing priorities, objectives, initiatives, and success measures.
  • Coordinate development and lead finalization of presentations to the Peak Health Board; develop executive-level presentations, dashboards, reports, and other materials communicating priorities, progress, opportunities, risks, and recommendations.
  • Partner with product leadership, operational leaders, finance, analytics, technology, clinical partners, and other stakeholders to evaluate and prioritize product opportunities and align departmental and product strategies with Peak Health’s strategic direction.
  • Lead high-priority, cross-functional strategic initiatives from initial concept through implementation and evaluation.
  • Facilitate strategic planning sessions, leadership discussions, and cross-functional working groups to evaluate opportunities, establish priorities, resolve dependencies, and drive organizational alignment.
  • Conduct and coordinate market, competitive, financial, operational, and industry analyses to identify trends, opportunities, and risks and support strategic decision-making.
  • Develop business cases, strategic assessments, and recommendations for new products, partnerships, capabilities, growth opportunities, and other strategic initiatives.
  • Maintain visibility into Peak Health’s strategic initiative portfolio, including objectives, milestones, dependencies, risks, performance measures, and progress; work with stakeholders to resolve barriers and maintain progress.
  • Collaborate with WVU Medicine executives and strategic planning teams and other provider owners to align IDFS strategies and integration initiatives.
  • Represent Peak Health at industry conferences, trade association meetings, and provider-owner meetings through participation, presentations, and panels.
  • Serve as a strategic advisor and connector across Peak Health and the broader enterprise, fostering collaboration and communication around strategic priorities.
  • Continuously improve Peak Health’s strategic planning and initiative management processes to strengthen alignment, accountability, transparency, and execution.
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