Manager, Investment & Capacity Planning
About The Position
Manager– Investment & Capacity Planning is responsible for leading revenue forecasting, capacity planning, cost modeling, and margin optimization for the Price Optimization business. This role integrates client demand signals, sales pipeline inputs, and operational capacity into actionable forecasts and strategic plans that enable scalable, profitable growth. This leader partners closely with Finance (FP&A), Operations, Technology, and Executive Leadership to drive data-informed decision-making, investment prioritization, and operational efficiency. The role owns key sales operations processes, tools, and analytics that directly impact revenue performance, cost structure, and margin outcomes.
Requirements
- 10+ years of experience in Sales Operations, Finance, FP&A, or Commercial Finance
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Experience in US healthcare or related industry preferred
- Solid financial modeling and analytical skills
- Familiarity with pricing strategy and deal economics
- Experience using AI-powered tools (e.g., Claude or similar large language models) to enhance analysis, automate workflows, and improve decision-making efficiency.
- Candidates who require visa sponsorship now or in the future cannot be considered.
Responsibilities
- Lead end-to-end revenue forecasting processes incorporating client schedules, pipeline data, and operational capacity
- Translate business drivers into forecast assumptions, timelines, and scenario models
- Align sales expectations with operational capacity
- Own budget planning and expense management
- Perform variance analysis to identify risks and opportunities
- Ensure alignment between spend, revenue, and margin targets
- Develop and manage workforce and capacity planning models
- Identify and mitigate capacity constraints
- Establish scalable frameworks for growth
- Own costing models and unit economics visibility
- Support price structure evaluation
- Drive margin improvement initiatives
- Develop business cases for investments
- Evaluate ROI and financial impact
- Support Make vs. Buy vs. Automate analyses
- Own Finance Operations processes impacting forecast accuracy, capacity alignment, and margin performance
- Drive improvements in forecast accuracy, cost discipline, and profitability
- Act as a cross-functional strategic partner
- Influence senior leadership decision-making
- Establish best practices and scalable frameworks
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What This Job Offers
Job Type
Full-time
Career Level
Manager
