Manager, Investment & Capacity Planning

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.

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

• 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.

We have offices in Atlanta GA, Boston MA, Morristown NJ, Plano TX, St. Louis MO, St. Petersburg FL, and Hyderabad, India. We foster a hybrid and remote friendly culture, and all our employee’s work locations are based on the needs of the position and determined by the Leadership team.

Zelis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Accessibility Support:
We are dedicated to ensuring our application process is accessible to all candidates. If you are a qualified individual with a disability or a disabled veteran and require a reasonable accommodation with any part of the application and/or interview process, please email

Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.