Sr Manager, Strategic Finance & Capacity Planning

Senior Manager, Strategic Finance & Capacity Planning

The Senior Manager, Strategic Finance & 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.

What you'll do:

• 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

What you'll bring to Zelis:

• 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

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

Zelis is headquartered in the U.S., with multiple locations across the country and in Hyderabad, India. Check out our locations to learn more about our offices. All employee work locations are based on the needs of the position and are determined by the Leadership team. In-office work and activities vary based on work and team objectives in accordance with Company policies.

While location expectations vary by role, candidates within approximately 50 miles of a U.S. office are generally preferred to support collaboration when needed. Our hybrid approach is flexible, and in-office presence is guided by team and business needs rather than a fixed weekly schedule.

Base Salary Range

$ - $

At Zelis we are committed to providing fair and equitable compensation packages. The base salary range allows us to make an offer that considers multiple individualized factors, including experience, education, qualifications, as well as job-related and industry-related knowledge and skills, etc. Base pay is just one part of our Total Rewards package, which may also include discretionary bonus plans, commissions, or other incentives depending on the role.

Zelis' full-time associates are eligible for a highly competitive benefits package as well, which demonstrates our commitment to our employees' health, well-being, and financial protection. The US-based benefits include a 401k 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.

Equal Employment Opportunity Zelis is proud to be an equal opportunity employer. All qualified applicants will receive…