Manager, Investment & Capacity Planning

Responsibilities

• Revenue Forecasting & Planning
• 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
• Budgeting, Expense Management & Financial Discipline
• Own budget planning and expense management
• Perform variance analysis to identify risks and opportunities
• Ensure alignment between spend, revenue, and margin targets
• Capacity Planning & Operational Modeling
• Develop and manage workforce and capacity planning models
• Identify and mitigate capacity constraints
• Establish scalable frameworks for growth
• Costing, Pricing & Margin Management
• Own costing models and unit economics visibility
• Support price structure evaluation
• Drive margin improvement initiatives
• Investment Planning & Strategic Decision Support
• Develop business cases for investments
• Evaluate ROI and financial impact
• Support Make vs. Buy vs. Automate analyses
• Scope, Impact & Leadership Expectations
• 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
• What You'll Bring to Zelis:
• 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.
• Please note at this time we are unable to proceed with candidates who require visa sponsorship now or in the future.
• Location and Workplace Flexibility
• Equal Employment Opportunity

Benefits

Additional Information

At Zelis, we Get Stuff Done. So, let's get to it! A Little About Us Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers. We serve more than 750 payers, including the top five national health plans, regional health plans, TPAs and millions of healthcare providers and consumers across our platform of solutions. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts - driving real, measurable results for clients. At Zelis, AI is woven into the fabric of how we work. Every associate is expected - and empowered - to partner with AI to challenge the status quo, accelerate innovation, and amplify their impact. This is a place for builders with a growth mindset who act with agility, embrace change, and use modern technology to shape smarter solutions, exceptional experiences, and the future of our industry for our clients, customers, and our culture. A Little About You You bring a unique blend of personality and professional expertise to your work, inspiring others with your passion and dedication. Your career is a testament to your diverse experiences, community involvement, and the valuable lessons you've learned along the way. You are more than just your resume; you are a reflection of your achievements, the knowledge you've gained, and the personal interests that shape who you are. Position Overview 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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at zelis? Share your experience