Senior Planning & Operations Associate – Employer Solutions

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead initiatives in collaboration with the Go-To-Market (GTM) team, cross-functional stakeholders, and external partners to enhance profitable growth by optimizing long-term value and managing costs.

• Act as a key strategic partner for the Sales, Customer Success, and Marketing teams by delivering relevant insights aimed at driving Annual Contract Value (ACV) and revenue growth.

• Track leading indicators against forecasts and integrate insights into future booking projections.

• Collaborate with the product team on the roadmap, create business cases, and establish operational goals to evaluate launch and engagement success.

• Serve as a principal growth stakeholder for cross-functional business partners, including business operations, product, finance, and clinical operations.

• Enhance the GTM strategy and planning process by pinpointing key growth metrics, developing measurement tools and processes, and fostering cross-functional alignment.

• Assist in creating a scalable operating model for the GTM team, encompassing territory planning and account assignments.

• Suggest strategic investments in partner/vendor solutions to achieve growth objectives.

• Collaborate with sales, marketing, customer success, analytics, finance, and operations on pivotal GTM initiatives.

• Execute territory planning, market analysis, customer segmentation, booking and quota analysis, dashboard creation, and oversee cross-functional program management.

⛳️ Requirements

• Bachelor’s degree in economics, business, finance, or other relevant/quantitative fields.

• Over 4 years of experience in management consulting, corporate strategy, sales strategy, digital health, or related areas.

• Highly organized self-starter; take ownership to drive objectives and achieve desired results in a fast-paced environment.

• Capable of distilling complex problems into key insights and leading a team to achieve optimal outcomes.

• Experience in developing business and financial models to inform business decisions.

• Strong communication skills for cross-functional collaboration and engaging with senior leaders to secure support on strategic programs and long-term initiatives.

• Ability to guide various stakeholders and manage multiple projects with competing priorities that align with both short and long-term goals.

• Analytical and operationally minded, exhibiting sound business judgment to optimize resources and maximize value.

• Excellent quantitative analytical skills (Excel/Google Sheets required), including the ability to navigate multiple data sources to establish the right assumptions.

• Demonstrates a results-driven mindset and adaptability in working hours to meet deadlines.

• Passionate about increasing access to high-quality mental health care.

• Experience with Salesforce is preferred.

• Previous management consulting experience is preferred.

• Familiarity with B2B or B2B2C products and solutions.

• Background in healthcare or benefits strategy is advantageous.

• Knowledge of leading sales and marketing tools and technology stack (including Salesforce, Outreach, Zoominfo, etc.) is a plus.

• Residing on the West Coast and working PST hours.

🏝️ Benefits

• Comprehensive healthcare coverage, including medical, dental, vision, FSA/HSA, life, and disability insurances.

• Access to Lyra for Lyrians, offering coaching and therapy services.

• Equity in the company through discretionary restricted stock units.

• Competitive paid time off policies, including vacation, sick days, and company holidays.

• Paid parental leave.

• 401K plan with up to 3% matching.

• Monthly technology allowance.

• Well-being perks and activities.

• Surprise swag.

• Regular community celebrations.