Business Value Lead (SaaS / Healthcare Tech)Location: Remote, US-based.Travel Requirements 0-20%
This role is not open to third party recruiters.Overview We're looking for a Business Value Manager to help customers unlock the full value of our client's SaaS and AI?powered healthcare technology solutions. In this role, you'll combine financial modeling expertise, executive communication skills, and strategic problem?solving to guide customers through high?stakes decisions and measurable outcomes.
If you enjoy working across Sales, Product, Senior Leadership, and Customer Success-while partnering directly with clients to build tailored value models and business cases - this role is for you.
Responsibilities- Leads the design and governance of enterprise?wide value frameworks, including ROI, COI, and TCO models, and scalable analytical tools
- Conducts customer?specific financial modeling and quantifies business value to guide pricing, investment decisions, and strategic initiatives
- Develops customized financial models and executive?ready business cases that demonstrate measurable customer outcomes
- Facilitates customer value discovery sessions and workshops to uncover operational challenges and co?create solution approaches
- Establishes and maintains financial assumptions, benchmarks, and methodologies to ensure rigor and consistency across value analyses
- Performs competitive analysis and synthesizes market insights to inform long?range planning, product strategy, and differentiation
- Translates complex data into actionable insights that shape customer strategies and enterprise?level decision?making
- Creates compelling, data?driven presentations and narratives for internal and customer?facing executive audiences
- Presents strategic recommendations and customized models to senior and C?suite customer stakeholders to influence business and investment decisions
- Partners with Customer Success to monitor value realization, strengthen adoption, and support renewal and expansion opportunities
- Collaborates with Sales leadership to shape deal strategy, pricing approaches, and value?led go?to?market motions
- Leads cross?functional initiatives to scale value?based selling programs, tools, and methodologies across the GTM ecosystem
QualificationsRequired Knowledge, Skills, and Abilities:- Advanced proficiency in financial modeling, Excel (including advanced functions and pivot modeling), and executive?level PowerPoint development
- Strong business acumen with deep understanding of SaaS business models, pricing strategies, and cloud/AI technologies
- Demonstrated ability to simplify complex concepts and communicate them effectively to senior executives
- Strong analytical, problem?solving, and strategic thinking capabilities
- Proven ability to lead cross?functional initiatives and influence without authority
- Excellent verbal, written, and facilitation skills with a track record of executive engagement
- Excellent verbal, written, and facilitation skills, with a consistent track record of customer engagement and executive presentations
- Must be able to travel up to 20% of the time
Preferred Knowledge, Skills, and Abilities:- Expertise in SaaS metrics (ARR, NRR, churn, CAC, LTV)
- Experience developing enterprise?level value frameworks or leading value engineering programs
- Knowledge of healthcare, regulated environments, or payer/provider ecosystems
- Proficiency in CRM platforms such as Salesforce, HubSpot, and value?selling or revenue intelligence tools
Experience:- 7 years of experience in value engineering, financial strategy, management consulting, or strategic roles in SaaS or high?tech industries
- Demonstrated experience influencing senior/executive stakeholders and driving strategic business outcomes
- Strong history of developing or governing complex financial or business value models
Preferred Experience- SaaS or healthcare technology experience
- Leadership of cross?functional programs or initiatives with enterprise?wide reach
- Experience presenting to C?suite executives or external client leadership teams
Required Training, Certification and Education:
- Bachelor's degree in Business, Finance, Economics, or related field or equivalent experience
Preferred Training, Certification and Education:- MBA or advanced degree in a quantitative discipline.
- Certifications such as PMP or CFA are a plus
