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.

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

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

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.

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 TalentAcquisition@zelis.com.

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.

Manager, Investment & Capacity Planning