Senior Manager, FP&A & Sales Operations

Posted Yesterday
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Boston, MA, USA
In-Office
175K-200K Annually
Senior level
Biotech
The Role
Build and manage FP&A, capacity planning, profitability reporting, compensation analytics, and sales operations infrastructure. Develop forecasts connecting pipeline, staffing, utilization, headcount, and financial targets; analyze project and practice-level margins; support transaction diligence; and implement BI, CRM, and PSA tooling. Partner cross-functionally with Finance, HR, Recruiting, practice leaders, IT, the CFO, and external advisors.
Summary Generated by Built In

Company Overview 

ClearView Healthcare Partners is a premier life sciences strategy consulting firm headquartered in Boston, with offices in San Francisco, New York City, London, Zurich and Gurgaon. Serving clients in the biopharmaceutical, medical device, and diagnostic spaces, we provide world-class strategic decision-making support across a diverse range of business issues. Our goal is to inform actionable recommendations that allow companies to achieve their business objectives.

Role Overview

ClearView is hiring a Senior Manager to sit at the intersection of FP&A and Sales Operations. A builder, not a caretaker. This person will design and stand up the systems that connect financial forecasting to staffing capacity, translate deal and utilization data into compensation and incentive structures, and give leadership a real-time read on profitability down to the project, practice, and product level.

 

Responsibilities

Financial Budget/Forecasting & Capacity Planning

  • Help build and manage budget to actual rolling revenue, utilization, and headcount forecasts that connect pipeline, staffing capacity, and financial targets.
  • Partner with practice leads and HR/Recruiting to turn staffing plans into forward-looking capacity models.
  • Run scenario and sensitivity analyses to inform hiring, staffing mix, and growth investment decisions.

Compensation Structure & Sales Operations

  • Build the data and analytics that inform compensation and incentive decisions — bonus pools, utilization-linked incentives, business-development credit and assist HR/Finance and practice leadership in maintaining the framework.
  • Build the sales operations backbone: pipeline reporting, win-rate analytics, and pricing/margin analysis.
  • Standardize how deal economics roll up into firm-wide forecasts and compensation calculations.

Profitability & Staffing Efficiency, by Practice

  • Own project-level profitability reporting — realized rates, margin, staffing efficiency, variance to plan and roll it up into practice- and product-level views.
  • Track staffing efficiency by practice: utilization, staffing mix, and cost-to-serve relative to revenue, flagging where a practice’s economics are drifting from plan.
  • Work with IT to build dashboards that give leadership real-time visibility into profitability from the portfolio level down to each practice and product.

Transaction & Diligence Readiness

  • Assist Finance team to prepare financial, operational, and sales data infrastructure to withstand institutional diligence scrutiny.
  • Support the CFO and outside advisors on diligence requests, data-room materials, and Q&A during a transaction process.

Systems & Process Infrastructure

  • Evaluate and help implement or optimize FP&A, BI, and sales ops tooling (e.g., Power BI/Tableau, CRM, PSA/resource-management systems).

 

Qualifications

  • 8+ years in FP&A, corporate finance, or sales/revenue operations — ideally within professional services, consulting, or a private-equity-backed company.
  • Bachelor's degree in Finance, Economics, Accounting, or a related field
  • Track record of building financial models and capacity/resource-planning frameworks from scratch, not just maintaining existing ones.
  • Experience designing or administering compensation and incentive structures.
  • Exposure to M&A or transaction diligence (buy-side or sell-side) strongly preferred.
  • Advanced Excel; fluency with BI tools (Power BI, Tableau) and CRM/PSA systems.
  • A confident cross-functional communicator, comfortable presenting directly to the CFO and firm leadership.
  • High tolerance for ambiguity and energized by building structure where none currently exists.

The salary range for this position is $175,000 - $200,000 annually.  Actual compensation will be determined based on experience, skills, qualifications, and location. In addition to the base salary, you will be eligible for an annual discretionary performance bonus, and a comprehensive benefits package.

  

What We Value

We recognize that not every candidate will meet every qualification listed. If you’re excited about this role and believe you have relevant experience or transferable skills, we encourage you to apply. We value curiosity, a growth mindset, and a commitment to collaboration.

Equal Opportunity Employer

ClearView Healthcare Partners ("CV") is an Equal Opportunity employer.  All qualified applicants will be considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.

Skills Required

  • 8+ years of experience in FP&A, corporate finance, or sales/revenue operations
  • Bachelor’s degree in Finance, Economics, Accounting, or a related field
  • Experience building financial models and capacity or resource-planning frameworks from scratch
  • Experience designing or administering compensation and incentive structures
  • Advanced Excel skills
  • Fluency with BI tools such as Power BI or Tableau
  • Experience with CRM or PSA systems
  • Strong cross-functional communication and presentation skills, including presenting to CFO and firm leadership
  • Experience in professional services, consulting, or a private-equity-backed company
  • Exposure to M&A or transaction diligence
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The Company
HQ: Newton, MA
Year Founded: 2007

What We Do

Founded in Boston in 2007, ClearView Healthcare Partners is a diverse, inclusive, and innovative global strategy consulting firm serving the life science sector. The firm combines international industry knowledge and deep scientific expertise across a range of therapeutic areas with an extensive network of external stakeholders to deliver practical and actionable recommendations to our clients’ most complex challenges. The firm’s projects include cross-functional support at the corporate, franchise, and product levels for pharmaceutical, biotech, medical device, and diagnostics companies worldwide. We take pride in deploying high caliber consulting teams from our Boston, New York, San Francisco, London and Zurich offices that can provide the best support available on issues that require strategic capabilities and deep content expertise within life sciences. ClearView was ranked #13 overall and #1 boutique in the 2020 Vault Consulting 50. Specific rankings include Top 5 for Innovation, Formal and Informal Training, and Internal Mobility and Promotion Policies. ClearView was also ranked Top 10 for Firm Leadership, Compensation, and Firm Culture. CLEARVIEW HEALTHCARE PARTNERS® is a registered trademark of ClearView Healthcare Partners, LLC in the United States, the UK, Switzerland, the European Union, and various other countries. All Rights Reserved.

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