Senior Director, Product & Professional Services FP&A
Product, Sales & Business Development
United States
Senior Director, Product & Professional Services FP&A
- ID
- 2026-2482
- Category
- Finance & Accounting
- Position Type
- Regular Full-Time
- Min
- USD $190,000.00/Yr.
- Max
- USD $210,000.00/Yr.
Overview
symplr is seeking a Senior Director, Product & Professional Services FP&A to connect product strategy, implementation capacity, product-line economics, services utilization, delivery margin, and time-to-value into one integrated financial view.
This role intentionally combines Product and Professional Services finance partnership so implementation effort, complexity, delivery economics, and customer time-to-value become direct inputs into product design, roadmap, pricing, packaging, and enhancement decisions.
The right candidate is a hands-on finance leader who can partner deeply with Product, Services, Engineering FP&A, GTM FP&A, and Corporate FP&A to turn product and implementation dynamics into better resource allocation and enterprise planning decisions.
Duties & Responsibilities
STRATEGIC FINANCE & BUSINESS PARTNERSHIP
- Serve as the primary FP&A business partner for Product and Professional Services leadership.
- Connect product strategy, roadmap priorities, implementation capacity, services economics, utilization, delivery productivity, product mix, and pricing/packaging inputs into a cohesive financial narrative.
- Partner with Product leaders on product-line economics, product enhancement business cases, new product investment cases, pricing/packaging support, roadmap prioritization, and investment trade-offs.
- Partner with Professional Services leadership on capacity, utilization, backlog, delivery margin, implementation effort, time-to-value, and services profitability.
PLANNING, FORECASTING & PERFORMANCE MANAGEMENT
- Own Product and Professional Services planning, forecasting, and performance management in alignment with Corporate FP&A standards and enterprise forecast governance.
- Provide product mix, implementation capacity, services economics, pricing/packaging, and time-to-value inputs to Corporate FP&A’s full revenue model.
- Quantify implementation effort and complexity by product, module, customer segment, deal type, and implementation motion.
- Establish and lead a recurring Product & Implementation Economics Review that links product decisions, services effort, customer delivery outcomes, and financial performance.
PRODUCT ECONOMICS & SERVICES ANALYTICS
- Build and maintain product-line economic models, including product gross margin, EBITDA/economics, roadmap investment cases, and enhancement business cases.
- Track utilization, billable capacity, backlog coverage, project margin, services attach, implementation hours by product, delivery productivity, and time-to-value.
- Analyze whether products are easy to sell, implement, support, and scale, and translate those findings into financial recommendations for Product, Services, GTM, and Engineering stakeholders.
- Partner with GTM FP&A on what is being sold and whether the resulting deal mix can be implemented efficiently and profitably.
WORKFORCE PLANNING & GOVERNANCE
- Own workforce and capacity models for Product and Professional Services while operating within the enterprise workforce planning framework governed by Corporate FP&A.
- Assess capacity, utilization, hiring plans, role mix, location strategy, delivery productivity, backlog, and implementation demand.
- Ensure Product & Professional Services FP&A follows common FP&A definitions, KPI standards, model architecture, submission timelines, and quality-control expectations.
- Manage and develop embedded Bengaluru Sr. Analyst resources supporting Product FP&A and Professional Services FP&A.
TEAM LEADERSHIP & FUNCTION BUILDING
- Build a Product & Professional Services FP&A capability that is seen as a value-add operating partner rather than a reporting function.
- Coach team members to understand product, implementation, services economics, pricing/packaging, and time-to-value drivers in depth.
- Create a repeatable operating cadence that gives leaders clear visibility into product economics, services capacity, delivery efficiency, and investment trade-offs.
Skills Required
EXPERIENCE & BACKGROUND
- 10+ years of progressive finance experience, with meaningful experience supporting Product, Professional Services, Customer Delivery, Operations, enterprise software, SaaS, healthcare technology, or complex multi-product environments.
- Experience partnering with senior Product and Services executives on planning, investment cases, margin improvement, capacity management, or pricing/packaging analysis.
- Exposure to services economics, utilization, implementation capacity, project margin, product gross margin, or time-to-value analysis strongly preferred.
- Experience in PE-backed, growth, scaling, or operationally complex businesses preferred.
TECHNICAL & ANALYTICAL CAPABILITIES
- Strong command of financial modeling, capacity planning, product economics, services margin analysis, scenario planning, and KPI development.
- Ability to model implementation effort, utilization, backlog, delivery margin, product mix, pricing/packaging assumptions, and revenue implications.
- Comfortable working with data, BI tools, planning systems, and cross-functional operational metrics to build repeatable decision-support infrastructure.
- Able to translate operational complexity into clear financial choices, trade-offs, and recommendations.
LEADERSHIP & WAYS OF WORKING
- Intellectually curious and comfortable challenging assumptions across Product, Services, GTM, and Engineering stakeholders.
- Strong executive presence with the ability to communicate financial complexity in simple, actionable language.
- Hands-on builder who can develop models, operating cadences, and team capability while partnering at a senior level.
- Collaborative, rigorous, and outcome-oriented, with high standards for forecast quality and analytical clarity.
Min
Max
Options
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
Applicants must be authorized to work in the U.S. on a full-time basis without the need for current or future sponsorship.
About symplr:
symplr is revolutionizing healthcare operations with a first-of-its-kind platform that drives effective, efficient, and connected workflows while increasing operational benefits and scaling clinical, financial, and quality outcomes—driving value where it matters most.
We are a remote-first company with employees working across the United States, India, and the Netherlands. Guided by values, we focus on teamwork, championing our customers, being rooted in action and outcomes, overcoming challenges, and leading through equality and integrity. Read more about symplr's culture and values at symplr.com/careers.
Perks & Benefits:
- Company Sponsored Medical, Dental & Vision
- Safe Harbor 401K with Employer Matching up to 5%, eligible upon hire with immediate vesting
- HSA Employer Contributions, Employer Paid Life, Short-term and Long-term Disability, and AD&D Insurance Plans
- Permissive Time Off Plans, Volunteer Time Off, & 12 Paid Holidays
- Fully Paid Medical Leaves of Absence and Bonding Leaves for new parents
- Tuition Assistance & Continuing Education Reimbursement available
- Additional Employer-Paid Programs: Cleo Family Services, Care@Work Memberships, Headspace Memberships, LifeMart Discounts, and more!
symplr is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.
As an ongoing commitment to reasonably accommodate individuals with disabilities, symplr has established alternative methods to complete the application process. Disabled applicants needing assistance are encouraged to call 281.863.9500 if further assistance is required.
To all recruitment agencies: we do not accept resumes or partnership opportunities. Please do not forward resumes to symplr or any of our employees. We are not responsible for any fees related to unsolicited resumes.
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