Director of Business Operations and Performance

For over 20 years, PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as an advocate and strategic partner to our clients.

The Opportunity

PSG is entering an important phase of growth and organizational evolution. The business has established a strong reputation in the market, built deep client relationships, expanded its capabilities, and continues to pursue meaningful growth opportunities across consulting, analytics, and technology-enabled solutions.

As the organization grows, so does the complexity of managing the business. Commercial activities, client delivery, staffing, product initiatives, financial performance, and strategic priorities increasingly require greater coordination, visibility, and operational discipline to ensure decisions are informed, resources are aligned, and growth is translated into sustainable business results.

To support this next chapter, PSG is investing in a new Director of Business Operations & Performance role. This position is a strategic investment in building the operational infrastructure, performance management capabilities, forecasting discipline, resource planning rigor, and business insights necessary to help the organization scale effectively while maintaining the agility, innovation, and client focus that have fueled its success.

This is not a traditional reporting or administrative operations role. It is a highly visible leadership position that will partner closely with the President and senior leadership team to connect strategy, sales, delivery, workforce planning, product initiatives, financial performance, and profitability into a cohesive operating model.

The role is intentionally designed as a player-coach opportunity. Initially, the Director will be expected to personally build many of the processes, frameworks, reporting capabilities, analyses, and operating rhythms that will define the function while simultaneously serving as a strategic advisor to senior leadership. Over time, this leader will assess organizational needs, establish priorities, and build a scalable Business Operations & Performance function capable of supporting continued growth and increasing complexity.

The successful candidate will be energized by the opportunity to build something meaningful, create structure where needed, influence decisions through data and business insight, and leave a lasting impact on how the organization plans, measures, operates, and executes its growth strategy.

This role offers a unique opportunity to help shape the future of a growing organization. The Director of Business Operations & Performance will play a foundational role in building the management systems, operating disciplines, and performance infrastructure necessary to support PSG's next phase of growth.

For the right candidate, this is an opportunity to move beyond managing existing processes and instead build a scalable Business Operations function from the ground up. The successful candidate will work closely with the President and senior leadership team to influence strategic decisions, improve organizational performance, and create the operational foundation needed to support a larger and increasingly complex business over time.

Position Summary

The Director, Business Operations & Performance is responsible for building and leading the business operating infrastructure that connects commercial growth, client delivery, financial performance, resource planning, and strategic priorities into a scalable, data-driven management system.

This role serves as a key business partner to the President and senior leadership team, providing visibility, insight, and accountability across the full business lifecycle—from pipeline generation and sales operations through forecasting, staffing, utilization, profitability, and performance management.

The Director will establish the operating disciplines, reporting frameworks, and management processes necessary to improve execution, support growth, and enhance business performance while laying the foundation for a future Business Operations function.

Primary Responsibilities

Business Operations Leadership

Lead the development and evolution of the Business Operations & Performance function.

Establish management systems that connect strategy, sales, delivery, staffing, financial performance, and organizational priorities.

Partner with senior leadership to improve operational effectiveness, business visibility, decision-making, and accountability.

Build and maintain operating rhythms including monthly business reviews, forecasting processes, KPI reporting, performance reviews, and leadership dashboards.

Facilitate cross-functional alignment across Sales, Consulting, Product, Analytics, Operations, Finance, and Client Success.

Develop governance structures, operating processes, and decision frameworks that improve scalability and organizational effectiveness.

Assess future organizational needs and develop recommendations regarding the growth and structure of the Business Operations function.

Sales Operations & Revenue Performance

Own sales operations processes supporting pipeline management, opportunity progression, forecasting, renewal tracking, and revenue performance.

Develop pipeline reporting, sales productivity metrics, conversion analysis, and growth performance dashboards.

Partner with sales leadership to improve forecast accuracy, opportunity management discipline, and revenue predictability.

Evaluate sales capacity, territory effectiveness, resource requirements, and commercial investment decisions.

Support annual planning, sales target development, and performance measurement activities.

Ensure Salesforce and related commercial systems provide actionable business insight and operational visibility.

Forecasting & Business Planning

Lead enterprise forecasting processes across bookings, revenue, utilization, staffing, margin, profitability, and business performance.

Develop integrated forecasting models linking pipeline activity, delivery capacity, resource plans, hiring decisions, and financial outcomes.

Build and maintain annual operating plans, rolling forecasts, and long-range business projections.

Identify performance trends, risks, and opportunities and provide actionable recommendations to senior leadership.

Improve organizational forecasting discipline, consistency, transparency, and accountability.

Resource Planning & Capacity Management

Build pipeline-to-capacity planning processes that align anticipated demand with available consulting, analytics, technology, and support resources.

Develop workforce planning models supporting hiring, growth initiatives, succession planning, and resource optimization.

Monitor resource allocation, utilization, realization, and productivity across teams and business segments.

Identify delivery bottlenecks, staffing constraints, and future capacity requirements.

Support leadership decisions regarding workforce investments, organizational design, and resource management strategies.

Time Tracking & Utilization Management

Establish governance and operational discipline surrounding time tracking and utilization management.

Ensure accurate project setup, billing classifications, labor allocations, and reporting structures.

Monitor utilization performance across teams and business segments.

Partner with business leaders to improve staffing decisions and resource deployment practices.

Translate time tracking data into actionable insights related to productivity, profitability, staffing requirements, and delivery performance.

Implement process improvements that strengthen operationa