Director, Growth Performance & Planning

Overview

This role is a pivotal member of the Growth Operations team, responsible for enterprise forecasting accuracy, pipeline governance, and performance visibility across all growth verticals. Drive standardized forecasting processes, enforce pipeline discipline, and deliver actionable performance insights that improve conversion, planning accuracy, and revenue outcomes.

Serving as a strategic thought partner and subject matter expert on business performance, the Director collaborates closely with Sales, Market Leaders, Growth Operations, and Finance to ensure alignment, inform decision-making, and enable scalable growth. The role translates data into strategy, proactively identifies risks and opportunities, and influences cross-functional stakeholders to achieve organizational objectives.

Responsibilities

Forecasting & Planning

• Lead enterprise-wide sales forecasting processes, assumptions, and definitions across all business units.
• Own forecast reviews and executive roll-up reporting to drive visibility and alignment across the business.
• Ensure pipeline data integrity, consistency, and adherence to established processes and standards.
• Support overall planning processes, including forecasting, QBRs, and operating cadence.
• Collaborate cross-functionally with Growth Ops, Finance, Marketing, and Market Leaders.

Performance & KPI Ownership

• Own KPI reporting, consolidation, and performance frameworks.
• Serve as a performance SME across verticals, including drivers, risks, and trends.
• Deliver monthly performance reporting and insights to executive leadership.

Sales Compensation

• Oversee sales compensation administration, attainment tracking, and insights.
• Partner with leadership on plan effectiveness and adjustments.

Systems & Data

• Partner on systems, data quality, and process enhancements for forecasting, performance, and pipeline.
• Collaborate with Growth Ops and Market Leaders on pipeline development and quality.
• Support analytics and automation initiatives to create scalable solutions.

Additional duties may be assigned consistent with knowledge, skills, and abilities required for the job.

Qualifications

Education

• Required: Bachelor’s degree in Business, Finance, Analytics, or related discipline.
• Preferred: MBA, MPH, or MHA

Experience

• Required: 10+ years of experience in growth operations, finance, or analytics.
• Highly Preferred: Experience in a healthcare organization.

Skills & Abilities

• Strong forecasting, analytics, and data interpretation skills.
• Advanced analytical skills, including experience with predictive modeling, segmentation, and data-driven decision-making.
• High proficiency in Excel, BI tools (Tableau, Power BI, Looker, or equivalent), and data visualization platforms.
• Experience working with CRM systems (Salesforce, HubSpot, or related systems).
• Strong executive presence and communication skills, with the ability to influence through insights and data storytelling.
• Demonstrated success leading a team and managing change in complex organizations.
• Experience with KPI design, sales performance tracking, and operational planning.
• High attention to detail and a process improvement mindset.

Compensation & Benefits

A comprehensive benefits package for full-time employees includes:

• Medical/dental/vision
• Flexible spending
• Company-paid life insurance and short-term disability
• Voluntary benefits
• 401(k)
• Paid Time Off and paid holidays

Medical, dental, and vision coverage are effective 1st of the month following date of hire.

Location

Remote position.

Physical/Mental Demands

• Regularly required to sit; use hands to finger, handle, or feel and talk or hear.
• Frequently required to reach with hands and arms.
• Occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl.
• Must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision.

Schedule & Travel

• Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed.
• Travel may be required for special department events, trade shows, or conferences.

Equal Employment Opportunity

Equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or other legally protected classification in the state in which a person is seeking employment.

The employer maintains a drug-free work environment.
Applicants must be eligible to work in this country.