Director, Business Operations & Strategy

machinifyinc; Dallas (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Machinify seeks a Director, Business Operations & Strategy to translate executive strategy into finished materials and closed action loops. You will build board memos, sponsor updates, and decision narratives, working directly with the CEO and Chief Transformation Officer.

The role requires a consulting or investment banking foundation and a hands-on approach to driving items to closure, including M&A analysis and synergy capture.

Qualifications

• Experience building executive-grade analyses and decision memos.
• Ability to craft compelling narrative for board materials and sponsor updates.
• Proven track record in go-to-market, pricing, and product prioritization decisions.

Responsibilities

• Build decision memos with trade-offs, ownership, and close dates.
• Lead market, competitor, and client analyses to support GTM, pricing, and product prioritization.
• Partner with Finance on value capture and EBITDA bridge inputs.
• Own the creation of Board decks, sponsor updates, and investor presentations.
• Maintain executive cadence: agendas, pre-reads, and OKR tracking.

Skills

Strategic analysis

Executive communication

M&A analysis

Finance collaboration

Tools

Claude

Claude Cowork

ChatGPT

Notion

Slack

Job description

Machinify is a leading healthcare intelligence company with expertise across the payment continuum, delivering unmatched value, transparency, and efficiency to health plan clients across the country. Deployed by over 85 health plans, including many of the top 20, and representing more than 270 million lives, Machinify brings together a fully configurable and content-rich, AI-powered platform along with best-in-class expertise. We're constantly reimagining what's possible in our industry, creating disruptively simple, powerfully clear ways to maximize financial outcomes and drive down healthcare costs.

About the Opportunity

The Director, Business Operations & Strategy sits in the Office of the Chief Transformation Officer and works directly with the Chief Executive Officer. The role turns executive strategy into finished material and closed action loops: Board of Directors presentations, private equity sponsor updates, decision memos, and the commitment tracking that holds the Executive Leadership Team accountable between meetings.

This is a build role. You will write the analysis, construct the slides, and drive the open items to closure yourself. It suits someone with a consulting or investment banking foundation who has moved in-house and wants proximity to the decisions, not one layer removed from the work.

Why This Role

A front-row seat to private equity value creation, working directly with the CEO and the Chief Transformation Officer on a multi-year agenda backed by New Mountain Capital.

Direct exposure to the Board of Directors, the sponsor, and the Executive Leadership Team of one of the largest platforms in healthcare payment integrity.

An environment where you are expected, and equipped, to use AI tooling at the leading edge of executive productivity rather than building everything by hand.

What You Will Do

Strategic Analysis and Decision Support

• Build decision memos that lay out the options in a trade-off table, recommend a path with rationale, and name risks with owners and target close dates.
• Run market, competitor, and client analysis to support go-to-market, pricing, and product prioritization decisions.
• Partner with Finance on value capture quantification and EBITDA bridge inputs. Finance owns the numbers; you build the analysis and narrative around them.
• Take on problems that have no natural owner in the organization today, structure them, and drive them to a recommendation.

M&A Analysis and Synergy Capture

• Build the strategic analysis and investment thesis on prospective acquisition targets: market and capability fit, competitive positioning, total addressable market, the specific gap the target would close in the Machinify platform, and the proof points the Board and the sponsor will test.
• Quantify synergy capture across revenue and cost, with assumptions, phasing, and named owners.
• Build the EBITDA bridge from the target's standalone performance to its contribution under Machinify.
• Support diligence end‑end, from capability mapping and target prioritization through management presentations and the diligence request list.
• Convert an approved thesis into the post‑close value capture plan with a defined baseline, milestone set, and measurement approach, then track realized synergy capture against the thesis and report variance with the reason, not only the number.

Executive Presentations and Narrative

• Own the build of Board of Directors decks, the weekly sponsor update, and investor presentations, from raw functional inputs through to finished, sourced material.
• Run version control and pre‑read discipline so the CEO and the Executive Leadership Team are never seeing a document for the first time in the room.
• Partner with the VP of Communications on written CEO and company communications, supplying the analysis, narrative structure, and source material.

Executive Operating Cadence

• Prepare weekly and monthly Executive Leadership Team agendas and pre‑reads.
• Maintain action item hygiene in Notion and in the strategic initiative tracker.
• Administer the quarterly OKR cycle, including collection, formatting, scoring, and variance reporting.
• Document decisions, owners, and rationale with precision.

Technology‑Enabled Productivity

Using AI tooling well is central to this role. Machinify is an AI‑native platform, the Transformation Office owns AI enablement across the back office, and we expect this role to model how we want the rest of the company to work.

• Use AI tools, including Claude, Claude Cowork, ChatGPT, Notion, and Slack, to produce strong first drafts of analyses, summaries, briefing material, and internal documents.
• Build reusable prompt systems and workflows for recurring executive deliverables rather than treating every cycle as a new task.
• Verify AI‑assisted output before it reaches an executive. Speed does not excuse an unsourced number.

What Success Looks Like

In the first 90 days, you have taken over production of the weekly sponsor update, stood