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Director, Strategic Planning

Director, Strategic Planning

HealthEdgeCorona, NY, US
6 days ago
Job type
  • Full-time
  • Permanent
Job description

Senior Leader For Strategy, Delivery Operations & Portfolio Management

HealthEdge is seeking a visionary and results-driven senior leader to establish and lead our Strategy, Delivery Operations & Portfolio Management function. This newly created role is pivotal in driving enterprise-wide operational excellence, aligning strategic priorities, and enabling scalable, high-impact delivery across our Customer Operations organization.

As a key member of the leadership team, this individual will architect and oversee a comprehensive portfolio management framework that ensures transparency, accountability, and executional rigor across initiatives. The role will lead a high-performing team responsible for enterprise planning, delivery governance, operational tooling, financial oversight, and continuous improvement. This role will directly support the Enterprise Customer Operations organization, including HRP, Guiding Care, Wellframe, Source, and PDM, and will serve as a strategic partner to executive stakeholders to ensure alignment between business goals and operational execution.

With HealthRules Payer, our integrated solutions suite includes the industry's leading, digital, next-generation claims administration processing system, business intelligence, integration capabilities, a unique to industry configuration and promotion application, and home and host processing support available on both public and private clouds. The fact is, a Core Administrative Processing System (CAPS) needs to do much, more than just core administrative processing. That's why HealthRules Payer has been ranked number one its class among CAP Solutions. Besides delivering 90%-97% first-pass auto-adjudication rates and 99%+ accuracy, it enables our customers to react swiftly to the latest regulatory shifts and competitive pressures. It opens the door to new value-based reimbursement models, benefits plans and provider contracts. The complete suite of solutions from HealthEdge delivers a digital foundation for payers specifically designed to fuel a digital transformation, reduce costs, and improve both clinical outcomes and the member experience.

Strategy & Delivery Operations :

  • Oversee enterprise planning cycles, delivery governance, and performance tracking across all customer operations functions
  • Partner with Finance to ensure robust financial planning and resource allocation including the creation of the LTFM (Long Term Financial Mgmt.) and the AOP (Annual Operating Plan)
  • Champion a culture of continuous improvement, data-driven decision-making, and cross-functional collaboration
  • Create, maintain and oversee the new employee onboarding and training program
  • Own and drive the Monthly Operating Review (MOR) process including scheduling, content development, and leadership engagement
  • Lead weekly staff meetings and quarterly town halls to promote alignment and transparency
  • Drive operational maturity through the implementation of scalable systems, tools, and processes including Smartsheet, OpenAir, Salesforce, etc.
  • Oversee time entry compliance and lead upgrade project coordination and process automation
  • Manage ad hoc strategic projects supporting operational efficiency and delivery scale
  • Lead our ESAT (Employee Survey Action Team) team
  • Drive and own our internal Employee Recognition Program

Portfolio Management :

  • Lead the design and execution of a unified portfolio management strategy that aligns with HealthEdge's strategic objectives
  • Own governance for internal and cross-functional project portfolios
  • Lead monthly project portfolio reviews, ensuring alignment to OKRs and resource prioritization
  • Drive process improvements focused on efficiency, ESAT, and standardization of delivery artifacts
  • Partner closely with PS PMO, Engineering, QA, TSS, and Delivery Ops on global delivery standards and upgrade processes
  • Establish and standardize reporting, dashboards, and delivery metrics to drive performance and visibility
  • What You Bring :

  • 10+ years of experience in delivery operations, professional services, or portfolio management roles in a SaaS or enterprise software company; 5+ years in a leadership role with enterprise-wide scope
  • Proven ability to drive operational transformation and standardization at scale
  • Deep understanding of project management tools, reporting, and governance frameworks
  • Strong analytical, communication, and cross-functional leadership skills
  • Experience with tools such as Smartsheet, OpenAir, and Salesforce preferred
  • Geographic Responsibility : Remote, US

    Type of Employment : Full-time, permanent

    Work Environment :

  • The employee is occasionally required to move around the office. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
  • Work across multiple time zones in a hybrid or remote work environment.
  • Long periods of time sitting and / or standing in front of a computer using video technology.
  • May require travel dependent on company needs.
  • The above statements are intended to describe the general nature and level of the job being performed by the individual(s) assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required. HealthEdge reserves the right to modify, add, or remove duties and to assign other duties as necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position in compliance with the Americans with Disabilities Act of 1990. Candidates may be required to go through a pre-employment criminal background check.

    HealthEdge is an equal opportunity employer. We are committed to workforce diversity and actively encourage all qualified persons to seek employment with us, including, but not limited to, racial and ethnic minorities, women, veterans and persons with disabilities.

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