HealthJoy

Financial Planning and Analysis

• Own HealthJoy's Core Financial Models End-to-End: Take full ownership of the operating model, long-range plan, and the financial backbone of board reporting. You build, maintain, defend, and evolve; leadership reviews. Set the modeling standards the rest of the organization relies on.
• Drive Strategic Finance Analyses That Move the Business: Lead the analytical work behind unit economics, segment profitability, pricing strategy, packaging, and growth analysis. Translate complex data into clear recommendations that executives can act on.
• Sharpen GTM Performance Through Analytical Partnership with RevOps: Own the analytical layer for sales and marketing performance — pipeline economics, rep productivity, CAC efficiency, funnel diagnostics, channel ROI, comp plan economics. This is a meaningful portion of the role, not a side project; you'll partner closely with our GTM Systems lead to ensure the data is right and the insights are actionable.
• Partner on the FP&A Operating Rhythm: Contribute to the monthly close partnership, budget vs. actuals reporting, headcount tracking, and the board financial package, working alongside other Finance team members who own pieces of this work. Serve as a finance partner for one or more departments, running their budget and headcount planning independently.
• Triage and Structure Pricing and Deal Desk Work: Tee up non-standard deal requests with clean analysis and a recommended structure so decisions can happen faster. Serve as backup for routine pricing exceptions and escalate the hard ones with context.
• Build AI-Native Finance Workflows: Be hands-on in shaping our AI-native finance function — designing workflows in Claude and other platforms, automating analysis and reporting, and creating finance tooling that didn't exist before. You should bring building appetite and aptitude; we'll build a lot together.

Lead Financial Analyst

Product Marketing

• Positioning governance — Maintain our positioning framework as the source of truth: what we say, what we don't say, how we differ from competitors, and where we don't play. Evolve it as the market and product change.
• Narrative consistency — Evaluate marketing materials, sales content, and launch assets for messaging alignment. Partner with Content Marketing to keep the HealthJoy Benefits OS story coherent across every audience and channel.
• GTM strategy & launch execution — Own positioning, messaging, and GTM strategy for product launches. Partner with Growth Marketing to translate product positioning into high-performing campaign themes and channel strategies. Lead cross-functional planning timed to industry seasonality and measure launch impact on the funnel. You are able to confidently work across teams and influence stakeholders and decision makers.
• Market & competitive intelligence — Track market trends and how competitors position themselves. Maintain battlecards and oversee win/loss analysis. Keep a running record of what competitors say so we know what to avoid and where to counter.
• Buyer expertise — Own deep knowledge of our buyers: benefits consultants, brokers, and the HR and finance leaders they advise at self-funded employers. Know their language and their pressures.
• Product partnership — Work closely with Product Management. Understand the Benefits OS platform and its core capabilities well enough to position them confidently
• Field team enablement — Partner with Revenue Enablement to build training and key message frameworks for Sales and Customer Success. Review training content for accuracy. Make sure field teams know what to say, what not to say, and why.
• Performance & iteration — Tie PMM work to outcomes: win rate, sales cycle, content adoption. Work with Growth Marketing to analyze messaging resonance across digital channels. Use A/B test results and conversion data to refine our positioning and GTM activity.

Lead Financial Analyst

Product Marketing Lead