• Own the end-to-end revenue forecast model covering SaaS ARR/MRR, Managed Services recurring revenue, and Professional Services project revenue, with full waterfall from bookings through recognized revenue • Develop and maintain a rolling 12-month revenue forecast updated monthly in collaboration with CRO, regional VPs, and Sales Ops • Lead weekly and monthly forecast review calls with sales leadership, holding teams accountable to pipeline hygiene, stage progression, and close-date accuracy • Build and maintain ASC 606 compliant revenue recognition models, including SSP allocation across performance obligations and deferred revenue schedules for the SaaS-to-subscription transition • Produce scenario analyses (upside/downside/base) for leadership and board consumption, clearly articulating key revenue risks and opportunities • Partner with CRO and Sales Ops to own the Salesforce (SFDC) data governance framework — enforcing field hygiene, pipeline stage definitions, opportunity validation rules, and close-date discipline • Design and enforce the Quota Coverage Review (QCR) process, identifying coverage gaps, concentration risks, and capacity shortfalls in the annual sales plan • Lead territory design and quota-setting processes for the annual plan, in collaboration with HR, Sales Leadership, and Compensation teams • Build and maintain the revenue operations reporting stack: pipeline velocity, win/loss analysis, ACV by segment, sales cycle analytics, logo retention, and net revenue retention (NRR) • Act as the finance liaison for any CRM optimization or ERP/CRM integration work, ensuring system changes support accurate revenue reporting • Lead or partner on Order-to-Cash (O2C) integration initiatives — mapping and improving the end-to-end flow from opportunity creation in SFDC through CPQ, order management, billing, AR, and cash application in the ERP (Oracle); identify and close data gaps that cause revenue leakage, billing errors, or AR aging issues • Partner with IT, Sales Ops, and Accounting to design O2C workflows that support the subscription billing transition on Nebula/RelOne, including automated invoicing triggers, dunning logic, and deferred revenue hand-offs between systems • Own the monthly commissions calculation and reconciliation process, partnering with Sales Ops and HR to validate attainment and payout accuracy • Maintain commission capitalization schedules under ASC 340-40, ensuring proper amortization of incremental contract acquisition costs in accordance with company policy • Evaluate and recommend improvements to incentive compensation plan (ICP) design to align rep behavior with ARR growth, multi-year deal structuring, and professional services attach rates • Implement or enhance commissions management tooling (e.g., CaptivateIQ, Xactly, or SFDC-native solutions) to improve accuracy, auditability, and timeliness of payouts • Serve as the dedicated financial business partner to the CRO and GTM leadership team, participating in QBRs, sales all-hands, and strategic planning sessions • Analyze customer economics: CAC, LTV, payback period, NRR, gross and net churn by product line and customer segment • Build financial models to evaluate pricing changes, new product launches, bundle constructs, and professional services pricing for managed services engagements • Support M&A due diligence and refinancing workstreams by providing normalized ARR schedules, revenue quality analysis, and cohort data • Evaluate and support the build-out of FP&A systems infrastructure (Adaptive Insights, Anaplan, or equivalent) to improve forecast automation and reduce manual model maintenance.

Role Description As a Senior Media Planner, you'll play a key role in developing, executing, and optimizing media strategies that align with client marketing objectives. You'll leverage audience insights, media research tools, and performance data to build effective media plans and recommend the right channel mix to reach target audiences. - Develop strategic media plans based on client objectives, audience insights, and market research. - Collaborate with media team members to evaluate data and determine optimal media mixes and channel strategies. - Utilize media research and audience tools, including Resonate, MRI, Vivvix, and GWI, to inform planning recommendations. - Assist with media budget development and establish campaign objectives. - Create and present media strategies and tactical plans for client and internal approval. - Manage the execution of media plans, ensuring campaigns launch successfully and perform effectively. - Monitor campaign performance, identify optimization opportunities, and provide actionable insights and recommendations. - Oversee media reporting and communicate key learnings that help evolve future strategies. - Manage vendor relationships and participate in media vendor meetings, presentations, and industry events. - Handle media authorizations, budget tracking, invoice reconciliation, and related administrative functions. - Conduct competitive research and analyze media spending trends to support planning efforts. - Contribute to agency thought leadership, points of view (POVs), and new business initiatives. - Mentor, motivate, and delegate work to Media Planners and Coordinators, fostering professional growth and team development. - Participate in agency and departmental training programs to stay informed on industry trends and emerging opportunities. - Support hiring efforts through candidate interviews and contribute to performance evaluations of direct reports. Qualifications - Bachelor's degree in Marketing, Advertising, Communications, or a related field preferred. - 3+ years of media planning experience within an agency environment required. - Strong understanding of media planning, buying, audience targeting, and campaign optimization. - Experience using media planning and research tools such as Resonate, MRI, Vivvix, GWI, or similar platforms. - Excellent written, verbal, presentation, and interpersonal communication skills. - Strong analytical and mathematical abilities with the ability to interpret data and make strategic recommendations. - Exceptional organizational skills, attention to detail, and ability to manage multiple priorities simultaneously. - Ability to confidently present information and recommendations to clients, colleagues, and leadership teams. - Proficiency with Microsoft Office and media planning, reporting, and accounting systems. - Demonstrated leadership skills with experience mentoring or guiding junior team members. - Ability to work collaboratively across teams while managing projects independently. Benefits - Opportunities to grow your skillset through training, new challenges, and learning experiences. - A team that's got your back and is ready to help you thrive. - A workplace culture that values intelligence, ambition, authenticity, and a willingness to learn. - No hoops to jump through about degrees or specific experience—we care about what you can do and what you bring to the table. Company Description At KH + Madden (KHM), we're not your typical marketing agency. We're a full-service destination marketing agency that blends tech-savvy know-how with creative flair to help destinations shine. Innovation? Check. Data-driven strategies? Double check. A passion for storytelling that brings destinations to life? Oh yeah, we've got that too. We're constantly evolving to meet the needs of our tourism partners, driven by performance and aligned with their goals. With KHM's Agile approach, we flex and adapt to connect our clients with travelers, groups, and event planners, creating campaigns that don't just reach people—they inspire action. We offer the whole shebang: full-agency services and omni-channel solutions. By combining research-backed insights, captivating storytelling, and strategically executed campaigns, we deliver results that move the needle (and then some).

Role Description We are seeking a U.S. Commercial, Strategic Planning Principal to support the U.S. Surgical commercial team. This role will play a critical part in driving cross-functional initiatives, enabling operating rhythms, and ensuring disciplined execution of key priorities. - Serves as a central connector across the U.S. Surgical commercial organization. - Drives communication strategy, commercial alignment, operating rhythms, and field enablement. Commercial Communications & Alignment - Lead internal communication strategy and content development for the U.S. commercial organization. - Drive alignment and coordination across Sales, Marketing, Commercial Capabilities, PACE, Commercial Operations, and other key stakeholders. - Support governance and consistency of communications across the commercial organization. - Partner with Marketing to translate strategic priorities into clear, actionable messaging for the field. - Drive day-to-day email, newsletters, and internal social messaging, as well as other recurring communication cadences. Commercial Planning & Operating Rhythms - Partner with Chief of Staff, Marketing, and Sales to support annual and quarterly commercial planning processes. - Coordinate commercialization priorities and field focus areas across the organization. - Maintain governance processes, metrics, and reporting mechanisms to monitor execution against key priorities. - Track key actions, risks, dependencies, and organizational priorities to ensure follow-through and accountability. Commercial Enablement & Training - Lead planning and execution of major commercial events including National Training Meetings (NTM) and People Leader Summits. - Coordinate cross-functional inputs to ensure readiness and consistency of messaging for field-facing initiatives. - Help translate strategic priorities into actionable field engagement and enablement plans. Qualifications - Bachelor’s degree required. - Minimum 7+ years of relevant experience in commercial project management or communications (or an advanced degree with 5+ years of relevant experience). - Practical knowledge in leading the execution of processes, projects, and tactics. - Comfortable operating in a fast-paced transformation environment with evolving priorities, organizational change, and high leadership visibility. Requirements - Experience supporting commercial organizations or field sales teams (Nice to Have). - Experience leading executive communications or organizational communications (Nice to Have). - Experience managing large-scale meetings, training, or commercial events (Nice to Have). - Strong facilitation and organizational alignment skills (Nice to Have). - Ability to operate effectively in fast-paced, evolving environments with multiple stakeholders (Nice to Have). - Healthcare or medical device experience preferred but not required. - For Baccalaureate degrees earned outside of the United States, a degree that satisfies the requirements of 8 C.F.R. § 214.2(h)(4)(iii)(A) is required. Benefits - Competitive Salary and flexible Benefits Package. - Health, Dental, and Vision insurance. - Health Savings Account. - Healthcare Flexible Spending Account. - Life insurance. - Long-term disability leave. - Dependent daycare spending account. - Tuition assistance/reimbursement. - Simple Steps (global well-being program). - Incentive plans, 401(k) plan plus employer contribution and match. - Short-term disability. - Paid time off. - Paid holidays. - Employee Stock Purchase Plan. - Employee Assistance Program. - Non-qualified Retirement Plan Supplement (subject to IRS earning minimums). - Capital Accumulation Plan (available to Vice Presidents and above, or subject to IRS earning minimums).

Role Description The Investment Accountant will be a part of a team responsible for the accounting and financial reporting functions of the Lifetime Healthcare Companies’ investments, including, but not limited to: - Preparation of external (generally accepted accounting principles (GAAP) and statutory) and internal reporting - Financial statement disclosures - Regulatory and external audit support - Integral member of the monthly, quarterly, and annual accounting close This role is highly collaborative with internal Treasury, Tax, and Finance groups as well as external custodians, investment managers, consultants, and third-party service providers. This role understands relevant investment-related GAAP and statutory accounting rules and reporting to ensure the accuracy of financial data and supports ad-hoc investment-related requests. Qualifications - One (1) year of related experience preferred - Bachelor’s degree in accounting or related field. In lieu of a degree, six (6) years of experience required - CPA or advanced degree preferred - Public accounting and/or healthcare insurance experience preferred - Knowledge of, and experience, with Workday and associated systems preferred - Ability to interpret and effectively implement/apply changes in accounting guidance - Demonstrated attention to detail required, ability to work in teams and think critically - Ability to effectively communicate and collaborate across all levels of the organization - Takes initiative and promotes continuous improvement mindset and culture - Possess solid working knowledge of Microsoft Office Suite (Excel, Word, and PowerPoint) - Two (2) years of related experience for Level II - Five (5) years of related experience for Level III Requirements - Supports the monthly, quarterly, and annual close process for the Lifetime Healthcare Companies’ investments - Reviews investment-related documents to support accounting and financial reporting determinations - Works collaboratively with a third-party investment accounting vendor and custodians - Prepares and interprets investment income and balance sheet analytics - Verifies investment fees, capital calls and distributions in coordination with Treasury - Maintains high regard for member privacy in accordance with corporate privacy policies - Regular and reliable attendance is expected and required - Performs other functions as assigned by management - Handles complex technical investment accounting and financial reporting issues for Level III Benefits - Participation in group health and/or dental insurance - Retirement plan - Wellness program - Paid time away from work - Paid holidays Compensation Range(s) - Level I: Grade E1: Minimum $62,400 - Maximum $84,000 - Level II: Grade E3: Minimum $62,400 - Maximum $106,929 - Level III: Grade E5: Minimum $71,880 - Maximum $129,384 The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s minimum qualifications, in addition to internal equity. Please note: There may be opportunity for remote work within all jobs posted by the Excellus Talent Acquisition team. This decision is made on a case-by-case basis.