Senior Portfolio Manager, Assessments
About The Position
Medcan is a leader in proactive and primary care, helping clients live their longest, healthiest lives. The Assessments portfolio, anchored in the Annual Health Assessment (AHA) and Live Well Assessments (LWA), is a core driver of client acquisition, engagement, and lifetime value. We are looking for a Senior Portfolio Manager to own the end-to-end performance and P&L of Medcan's Assessments business. This is not a product development role. It is a role for someone who sees the business holistically, across demand, conversion, utilization, cost to serve, and client experience and builds the plan to improve overall performance. This role is accountable for total business performance across Medcan’s Assessments portfolio, including revenue, utilization, cost management, client experience, and retention. The mandate is to translate performance gaps into coordinated, measurable improvements using data to identify the highest-impact levers (volume, capacity, conversion, pricing, utilization, and cost), building clear plans to address them, and mobilizing cross-functional teams to execute. This includes aligning Marketing, Sales, Operations, and Clinical teams against shared priorities and ensuring operational drivers consistently translate into improved P&L outcomes.
Requirements
- 8-12 years of experience in growth, commercial strategy, operations, or category management in a service-based or recurring revenue business
- Strong analytical capability: comfortable working directly with data and translating it into clear actions
- Experience improving funnel performance, conversion, or operational throughput
- Strong cross-functional influence—able to drive change without direct authority
- Ability to move between strategic framing and executional detail
Nice To Haves
- Experience in healthcare, premium services, or complex client journeys is an asset
Responsibilities
- Own the assessment revenue plan: track performance across AHA and LWA, identifying growth opportunities and risks across channels, locations, and cohorts
- Partner with Marketing and Sales: define priority segments, channels, and campaigns; align on targets, messaging, and conversion pathways; and ensure execution is coordinated against the highest-impact growth levers
- Build and maintain a clear revenue bridge: volume, conversion, pricing, bundling and mix
- Identify and prioritize the highest-impact commercial levers: lead conversion, upsell, rebooking, pricing adherence, and capacity utilization
- Translate insights into clear business cases and action plans that mobilize sales, marketing, operations, and clinical teams
- Partner with FP&A to ensure alignment between operational levers and financial outcomes
- Maintain a clear view of portfolio performance by tier and offering: client uptake, profitability, and utilization
- Assess where the portfolio is over- or under-performing vs. expectations and benchmarks
- Recommend targeted adjustments to positioning, and commercial strategy (not core service design)
- Ensure consistent and compelling assessment value articulation across sales, marketing, and client touchpoints
- Partner with marketing and sales to improve conversion pathways and funnel efficiency
- Develop a deep understanding of the end-to-end AHA and LWA journey—from booking through completion and follow-up
- Identify friction points that impact conversion, experience, or throughput, and lead cross-functional efforts to address them
- Prioritize improvements that drive both client experience and operational efficiency (e.g., scheduling, flow, handoffs)
- Use CSAT, NPS, utilization, and feedback data to continuously refine the journey
- Ensure the experience consistently reinforces Medcan’s premium positioning
- Strengthen the role of assessments as a gateway to ongoing engagement (membership, programs, repeat assessments)
- Analyze rebooking rates, lifecycle transitions, and drop-off points to identify retention opportunities
- Partner with marketing teams to design targeted interventions that improve follow-through and repeat engagement
- Ensure assessments maximize long-term client value, not just one-time revenue
- Support evolution of assessment pricing and offer strategy by providing data-backed insights on elasticity, conversion, and mix
- Identify opportunities to improve ARPU through bundling, upsell, and adherence to pricing strategy
- Partner with Finance, Sales, and Marketing on rollout and performance tracking of pricing or offer changes
- Ensure frontline teams are equipped to confidently position pricing and value
Benefits
- Individual contributor role with high cross-functional visibility
- Direct exposure to leadership and accountability for a core revenue engine
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
