Sr Manager Investment & Capacity Planning

Position Overview

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.

• 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
  • 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.
• 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

• 12+ years of experience in Sales Operations, Strategic Finance, or Operations Finance
• Bachelor’s degree required; MBA preferred
• Expertise in forecasting, financial modeling, and capacity planning
• Experience with sales operations tools and pricing models
• Strong analytical and stakeholder management skills
• Visa sponsorship not required – 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 employee work locations are based on the needs of the position and determined by the Leadership team. In‑office work and activities, if applicable, vary based on the work and team objectives in accordance with company policies.

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Our full‑time associates are eligible for a highly competitive benefits package that includes a 401(k) plan with employer match, flexible paid time off, holidays, parental leaves, life and disability insurance, and health benefits including medical, dental, vision, and prescription drug coverage.

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. We welcome applicants from all backgrounds and encourage you to apply even if you don’t meet 100% of the qualifications for the role.

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