Lead Director, Portfolio Strategy and Business Intelligence

CVS Health•Woonsocket, RI

About The Position

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary The Lead Director, Portfolio Development and Business Intelligence, helps Retail Operations Innovation and Execution Team find and prioritize the next set of improvements that will make the business run better and drive results. This role looks for problems and opportunities across Retail workflows (for example: unmet customer or colleague needs, inefficient processes, cost opportunities, or growth opportunities) and turns them into clear, fundable initiatives. You’ll work closely with partners across Operations, Finance, IT/DDAT, Digital, Growth, Payer Relations, and Omnichannel to: Identify opportunities worth pursuing and explain why they matter Use data and analysis to size the impact, costs, and tradeoffs Build business cases that outline expected value, investment needed, key risks, and success measures Test and refine ideas early (for example, quick pilots or prototypes) so teams can learn fast before committing significant time or money Make sure each initiative is clearly defined, feasible to execute, and grounded in how work actually gets done in retail operations Hand off well-defined initiatives to business and technology teams for build and rollout, with clear owners and next steps Track whether initiatives deliver the expected value after launch, and flag issues early if they don’t You’ll also be accountable for the business intelligence and business analysis “engine” that supports Retail Operations Innovation and Execution Team’s decision-making. That includes: Setting the roadmap and priorities for business analysis tools, dashboards, and recurring reporting Overseeing delivery and ongoing maintenance so outputs stay accurate, trusted, and easy to use Defining standards for data definitions, metrics, and documentation so teams are working from the same source of truth Building a service model (intake, triage, SLA’s, and release cadence) so requests don’t turn into ad hoc work Monitoring adoption and usefulness, and making updates based on feedback from users Leading and developing teams with strong technical skills in SQL and visualization tools like tableau and Power BI, ensuring the team can deliver high-quality work at speed This role is a bridge between strategy and execution: you’ll help leaders make good investment decisions, align stakeholders, clarify ownership, and keep the portfolio focused on the highest-value work within capacity and budget.

Requirements

8+ years’ experience of developing, implementing and executing programs.
8+ years of demonstrated successful leadership experience in a highly competitive multi-unit environment. Relevant sectors include retail, healthcare, and pharmaceuticals.
8+ years’ proven track record of influencing others with and without authority
8+ years’ experience building high-performing, successful teams developing key talent. Demonstrated passion for bringing new leaders along and helping them realize their ability to impact the business.
8+ years’ experience actively taking on issues in a decisive manner, while keeping broader department dynamics in mind and empowering your leaders to obtain results through building behaviors.
8+ years’ experience leading under pressure, adapting to changing dynamics in real time, and finding solutions that satisfy multiple ‘customers’ of the business.
8+ years’ experience understanding and breaking down highly complex situations to deliver impactful solutions in real time.
8+ years’ experience effectively demonstrating excellent verbal and written communication skills, very strong interpersonal and presentation skills.
8+ years’ experience collaborating effectively across different business functions, different perspectives, and different styles of leadership.
8+ years’ experience demonstrated ability to lead a large team and manage a multi-million-dollar business unit to achieve financial and business results.
Expertise leveraging MS Office Suite, including advanced Excel and PowerPoint capabilities.
Ability to think about the impact of decisions within Retail Store Operations.
Consistently demonstrates strong executive presence.
Consistent record of exceptional customer service skills in increasing larger scopes of responsibility.
Deep understanding of Retail Store Operations at CVS, or in other like external business models
Demonstrated track record of high performance.
Travel- Ability, and willingness, to travel regularly, 25% of time, based on needs of the business.

Nice To Haves

10+ years’ experience of developing, implementing and executing programs.
10+ years of demonstrated successful leadership experience in a highly competitive multi-unit environment. Relevant sectors include retail, healthcare, and pharmaceuticals.
10+ years’ proven track record of influencing others with and without authority
10+ years’ experience building high-performing, successful teams developing key talent. Demonstrated passion for bringing new leaders along and helping them realize their ability to impact the business.
10+ years’ experience actively taking on issues in a decisive manner, while keeping broader department dynamics in mind and empowering your leaders to obtain results through building behaviors.
10+ years’ experience leading under pressure, adapting to changing dynamics in real time, and finding solutions that satisfy multiple ‘customers’ of the business.
10+ years’ experience understanding and breaking down highly complex situations to deliver impactful solutions in real time.
10+ years’ experience effectively demonstrating excellent verbal and written communication skills, very strong interpersonal and presentation skills.
10+ years’ experience collaborating effectively across different business functions, different perspectives, and different styles of leadership.
10+ years’ experience demonstrated ability to lead a large team and manage a multi-million-dollar business unit to achieve financial and business results.
Experience working for a Fortune 5 company in retail operations, or something similar, for a retail pharmacy company.

Responsibilities

Proactively identifies, incubates, and advances high‑value opportunities across Retail Operations Innovation and Execution Team by combining analytics, portfolio insight, and market intelligence
Acts as an idea generator who seeks out unmet needs, workflow inefficiencies, Payer/adjudication trends, and growth opportunities
Builds comprehensive, data‑backed business cases that articulate value drivers, investment needs, risks, and expected outcomes
Applies design thinking to ideation, prototyping, and concept validation, transitioning mature ideas to business and technology teams for development and deployment
Serves as a strategic connector between insight, investment decisions, and execution
Defines and advances analytics and data democratization initiatives leveraging data mining, modeling, machine learning, and predictive techniques
Establishes analytical frameworks, KPIs, and performance dashboards to measure quality, efficiency, financial performance, and operational outcomes
Designs and oversees scalable, data solutions that meet quality, governance, and usability standards
Partners with executives and business leaders to translate analytics into actionable insights that inform strategy and execution
Introduces and operationalizes new KPIs that directly support wofkflow health, revenue, profitability, and value realization
Owns capital and expense portfolio strategy for Retail Operations Innovation and Execution Team, including in‑year expense management and out‑year planning
Leads strategic prioritization across initiatives, balancing value, capacity, risk, and financial constraints
Partners with Finance, IT/DDAT, Digital, and Omnichannel teams to ensure disciplined investment decisions and alignment to enterprise goals
Oversees budget tracking, variance analysis, leadership reporting, and re‑forecasting
Facilitates leadership forums and mediates trade‑offs to align stakeholders on investment strategy and sequencing
Collaborates closely with Operations, IT/DDAT, Digital, Omnichannel, Finance, and other enterprise partners
Communicates complex insights and recommendations clearly to senior leadership
Ensures initiatives comply with regulatory, operational, and governance requirements
Maintains accountability for value realization as initiatives transition from concept to execution
Develops the capabilities of direct reports to take on progressively higher levels of responsibility while also establishing and maintaining governance processes that ensure store and field leaders, by position, have the communication and tools they need to deliver effectively.
Develops robust, diverse talent pools and succession plans.
Promotes a high-performance culture by clearly setting goals and expectations.
Develop external and internal networks that support a pipeline of talent into day-to-day and governance team.
Act as a coach and mentor for team to develop and support IDPs for high potential talent
Leverage existing enterprise tools, such as talent profiles and enterprise development programs, to develop talent.

Benefits

Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

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