Sr Manager Investment & Capacity Planning

Zelis • St. Louis, MO

1d • Hybrid

About The Position

The Senior 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. You will partner 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

• 12+ years of experience in Sales Operations, Strategic Finance, or Operations Finance
• Bachelor’s degree required
• Expertise in forecasting, financial modeling, and capacity planning
• Experience with sales operations tools and pricing models
• Strong analytical and stakeholder management skills

Nice To Haves

• MBA preferred

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 finance operations processes that drive forecast accuracy, capacity alignment, and margin performance, while leading cross-functional strategic initiatives that improve cost discipline, profitability, and scalable decision-making frameworks.
• 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

Benefits

• 401k plan with employer match
• flexible paid time off
• holidays
• parental leaves
• life and disability insurance
• health benefits including medical, dental, vision, and prescription drug coverage

What This Job Offers

• Job Type: Full-time
• Career Level: Senior