Sr Manager Investment & Capacity Planning

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
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.

What you'll do:

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
  

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

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. In-office work and activities, if applicable, vary based on the work and team objectives in accordance with Company policies.

Base Salary Range
$127,000.00 - $160,550.00

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 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 believe in the value of diverse perspectives and experiences and are committed to building an inclusive workplace for all.


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 View email address on click.appcast.io.


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. All personnel may be required to perform duties outside of their normal responsibilities, duties, and skills from time to time.