Vālenz® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification. With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible.
As the Director, Revenue Strategy (FP&A), you’ll serve as the strategic financial leader responsible for driving revenue planning, growth analysis, and executive decision support across Valenz. Valenz operates across multiple products and service lines, with revenue driven by standalone offerings, cross-sell, and bundled solutions, creating a dynamic and complex commercial environment. This role partners closely with Sales, Operations, and Executive leadership to translate commercial strategy into financial outcomes, providing insight into revenue performance, growth opportunities, investment decisions, and enterprise value creation. The Director will lead the evolution of Valenz’s revenue planning capabilities while helping shape the strategic decisions that drive long-term growth.
Things You’ll Do Here:
Revenue Strategy & Planning
- Lead enterprise revenue planning and long-range growth modeling across all business lines
- Evaluate growth opportunities, investment priorities, and strategic initiatives through rigorous financial analysis
- Partner with executive leadership to establish revenue targets and growth assumptions
- Build scenario models that assess potential outcomes, risks, and strategic tradeoffs
- Serve as the strategic finance partner to Sales, Revenue Operations, Product, and Executive Leadership
- Assess the financial impact of pricing strategies, product launches, market expansion, and cross-sell initiatives
- Prepare and present strategic analyses and recommendations for executive leadership, board meetings, and private equity stakeholders
- Challenge assumptions, identify risks and opportunities, and improve visibility into business performance
- Lead enterprise revenue performance analysis across product lines, bundled offerings, and cross-sell activity
- Develop actionable insights that improve business decision-making and resource allocation
- Establish scalable forecasting methodologies, performance metrics, and governance processes
- Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure
- Build and develop a high-performing Revenue Strategy and FP&A function
- Establish priorities, operating rhythms, and accountability frameworks that support business objectives
- Champion a culture of data-driven decision making and continuous improvement
What You’ll Bring to the Team:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 8+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning
- 5+ years of leadership experience managing and developing high-performing teams, with the ability to set direction, elevate capability, and drive accountability
- Experience leading revenue forecasting and planning within a complex, multi-product business, including development of driver-based models tied to pipeline and commercial performance
- Proven ability to influence executive decision-making through financial analysis, strategic partnership, and executive-level communication
- Ability to operate with a high degree of autonomy, step into existing leadership gaps, and bring structure to evolving processes
- Experience building scalable planning processes, forecasting frameworks, and reporting capabilities within a growing organization
- Strong systems and technical proficiency, including experience with FP&A and planning tools (Adaptive, Planful, Vena, Hyperion, etc.), advanced Excel, and familiarity with CRM and data environments
- MBA or advanced degree
- Experience in a private equity-backed environment
- Background in healthcare, insurance, or similar
Where You’ll Work: This is a fully remote position, and we’ll provide all the necessary equipment!
- Work Environment: You’ll need a quiet workspace that is free from distractions.
- Technology: Reliable internet connection—if you can use streaming services, you’re good to go!
- Security: Adherence to company security protocols, including the use of VPNs, secure passwords, and company-approved devices/software.
- Location: You must be US based, in a location where you can work effectively and comply with company policies such as HIPAA.
Why You'll Love Working Here
Valenz is proud to be recognized by Inc. 5000 as one of America’s fastest-growing private companies. Our team is committed to delivering on our promise to engage early and often for smarter, better, faster healthcare. With this commitment, you’ll find an engaged culture – one that stands strong, vigorous, and healthy in all we do.
Benefits
- Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
- Spending account options: HSA, FSA, and DCFSA
- 401K with company match and immediate vesting
- Flexible working environment
- Generous Paid Time Off to include vacation, sick leave, and paid holidays
- Employee Assistance Program that includes professional counseling, referrals, and additional services
- Paid maternity and paternity leave
- Pet insurance
- Employee discounts on phone plans, car rentals and computers
- Community giveback opportunities, including paid time off for philanthropic endeavors
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 8+ years of experience in FP&A or commercial finance with ownership of revenue forecasting and planning
- 5+ years of leadership experience managing and developing teams
- Experience leading revenue forecasting and planning within a complex, multi-product business and driver-based modeling tied to pipeline
- Proven ability to influence executive decision-making through financial analysis and executive-level communication
- Ability to operate with autonomy and structure evolving processes
- Experience building scalable planning processes, forecasting frameworks, and reporting capabilities
- Strong systems and technical proficiency, including FP&A/planning tools (Adaptive, Planful, Vena, Hyperion), advanced Excel, and familiarity with CRM and data environments
- US-based and able to comply with company policies such as HIPAA
- MBA or advanced degree
- Experience in a private equity-backed environment
- Background in healthcare, insurance, or similar
Vālenz Health Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vālenz Health and has not been reviewed or approved by Vālenz Health.
-
Healthcare Strength — Health coverage includes broad options and special programs like no‑cost diagnostic imaging and outpatient procedures, strengthening perceived healthcare value. Employer subsidies and access to navigation tools are emphasized to support cost‑effective care.
-
Retirement Support — A 401(k) with company match and immediate vesting is offered, supporting long‑term savings and financial security. This structure can increase the attractiveness of total rewards.
-
Parental & Family Support — Paid leave for new family members and supportive family benefits are highlighted, signaling attention to life‑stage needs. These provisions complement broader work‑life policies and can enhance retention.
Vālenz Health Insights
What We Do
Vālenz® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification. With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible. For more information, visit valenzhealth.com
