Senior Lead, Strategy & Operations

Posted Yesterday
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2 Locations
Hybrid
Senior level
Healthtech
The Role
Partner with Client Success leadership to drive strategy and operations: capacity modeling, quota setting, OKRs/KPIs, forecasting, operating cadence for renewals/upsells, customer health scoring, and cross-functional project management. Collect Salesforce and data requirements and ensure successful implementation to enable scalable client launches, retention, and expansion.
Summary Generated by Built In
About Lantern

Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. 

About You:

  • You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins. 
  • INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with.
  • You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas. 
  • You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren’t just the individuals using your product. They are the driving factor in your motivation to make a change.
  • Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. 
  • You thrive in a Team Environment. Collaboration is key in innovation and creating change.

These pillars of LIGHT are a reminder to our team that we are making a difference by providing guidance and support in navigating the often complex and confusing landscape of healthcare. We hope that through this LIGHT, individuals can find their way to the best care, resources, and support they need to get back to life. 


If this sounds like you, we would love to connect to speak further about career opportunities at Lantern.

Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process.


About the Team 

Commercial Strategy & Operations ("CSO") (i.e., Lantern's Revenue Operations team) supports the President and his broader go-to-market function, including Employer Sales, Employer Client Success, Marketing, Clinical and Partnerships (health plans, ecosystem partners). CSO is responsible for Commercial strategy (how we grow), planning (resourcing, goals, compensation), insights (how we're doing and what we need to do differently next week/month/quarter), process (like how we prepare for client meetings), tools (like SFDC and AI tools for Commercial), and data (activities, contract details, customer health signals, and more). 

This role sits within CSO. CSO serves the Commercial organization and partners closely with each member of the Commercial Leadership Team (head of Sales, head of Client Success, etc.) 

Your Mission 

Reporting to the Director of Commercial Strategy & Operations, the mission of the Strategy & Operations Senior Lead, Client Success is to partner with CS leadership to help their teams become more effective by running annual planning, measuring performance metrics, observing/listening for operational needs, and reducing admin burden. You will be the right-hand and thought partner to the head of Client Success, holding her accountable to execution and embedding yourself in the team to uncover her strategic and operational needs. You will spearhead capacity modeling/account assignments, set quotas, stand up an operating and forecasting cadence, develop and up-level our processes, and solve problems every day to help us scale. Ultimately, your efforts will directly drive successful client launches, retaining our most strategic clients and client expansion. 

Responsibilities:

  • Be the right-hand to the Client Success leadership team, addressing their various strategic and operational needs 
  • Shape and directly implement the Client Success strategy & design, including establishing growth targets, segmenting our client base, designing and managing books of business, setting quotas, and developing cross-functional plans that ensure we achieve those targets  
  • Establish OKRs and KPIs; monitor and report on them regularly; and ensure the CS team can easily access and take action on these metrics 
  • Stand up the Client Success operating cadence to manage upsell and renewals pipeline, flag risks, devise countermeasures to those risks, and forecast accurately 
  • Build a customer health score/model with qualitative and quantitative inputs from a variety of complex sources that identify whitespace and churn risk 
  • Project-manage a variety of cross-functional initiatives that level-up the Client Success organization by partnering with others in Strategy & Operations along with Sales, Marketing, Network, and technology teams
  • Work closely with leadership to collect business requirements for Salesforce and other data to capture, ensuring these solutions are implemented successfully by your GTM Systems teammates 

Requirements:

  • 5+ years of relevant professional experience  
  • Deep analytical skills with high attention to detail 
  • Strategic thinking and ability to articulate long-term value creation, not just operational discipline 
  • Supreme organization, coupled with persistence to keep following up until things are done and proactively communicate progress  
  • Gritty, hard working, and able to operate in a dynamic, high-growth environment 
  • Excellent problem-solving skills and structured thinking when the problem at hand is ambiguous 

Bonus if you have: 

  • 3+ years Investment banking or management consulting background 
  • Experience in healthcare or employer benefits 
  • Demonstrated experience in business operations or Client Success  
  • Demonstrated ability to leverage AI to streamline and improve workflows

Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Short & Long Term Disability
  • Life Insurance
  • 401k with company match
  • Paid Time Off
  • Paid Parental Leave

Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Skills Required

  • 5+ years of relevant professional experience
  • Deep analytical skills with high attention to detail
  • Strategic thinking and ability to articulate long-term value creation
  • Excellent organization, persistence, and proactive communication
  • Ability to operate in a dynamic, high-growth environment
  • Excellent problem-solving skills and structured thinking with ambiguous problems
  • 3+ years investment banking or management consulting background
  • Experience in healthcare or employer benefits
  • Demonstrated experience in business operations or Client Success
  • Demonstrated ability to leverage AI to streamline and improve workflows
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The Company
HQ: Dallas, TX
121 Employees
Year Founded: 2011

What We Do

Headquartered in Dallas, Texas, Employer Direct Healthcare™ (EDH) is an innovative healthcare services company that provides high-quality, cost-effective solutions to self-insured employers through two core products, SurgeryPlus™ and CareCentral™. Whether it is SurgeryPlus or CareCentral™, our Care Advocates are the heart of our business. Beginning with the first time they call in, members are paired with a dedicated Care Advocate, who serves as their personal full-service healthcare concierge for as long as they are enrolled in our services. As experts on each of our members’ medical plans, our Care Advocates truly handle it all, from locating the best providers for a member’s specific needs, to coordinating any logistics and scheduling all of their appointments. SurgeryPlus™ is a valuable supplemental surgery benefit that transforms the way employers provide and pay for their employees’ planned medical procedures. With SurgeryPlus™, we pre-negotiate bundled rates for thousands of non-emergent surgical procedures, which allows us to generate significant savings for both employers and their employees. With this benefit, members have access to our full-service healthcare concierge services and our exclusive national network of 100% board certified physicians representing numerous specialties, including orthopedics, sports medicine, spine, general surgery, gastroenterology, women’s health/GYN, bariatrics, ear, nose and throat (ENT), cardiac and more. CareCentral™ is a full-service healthcare concierge service that is designed to assist members in understanding and navigating all of their healthcare decisions, from something as simple as answering a benefits-related question or locating a primary care provider, to something as complex as coordinating treatment for conditions such as cancer, transplants, chronic conditions, surgeries and more. When it comes to the ways CareCentral™ can assist members with their healthcare needs, the sky is the limit!

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