Business Operations & Planning Manager

About Vumedi:

Vumedi is the largest video education platform for doctors worldwide, dedicated to advancing medical education through innovative video-based learning. Our mission is to empower healthcare professionals by providing them with access to the latest clinical knowledge and surgical techniques from experts around the globe. We curate a vast library of high-quality educational content, enabling users to enhance their skills, stay informed about industry trends, and improve patient outcomes. We are headquartered in Oakland, CA, and have additional offices in Minneapolis, MN, and Zagreb, Croatia. 

What You’Ll Do

Summary

We are looking for a Business Operations & Planning Manager to help drive the operating rhythm of our fast-growing software company. Reporting to the VP of Finance, you will manage company-wide cadences including quarterly objectives, QBRs, Board meetings, leadership offsites, and financial planning cycles. This role is critical in ensuring consistency across metrics, goals, and timelines, while keeping cross-functional teams aligned and on track.

As a highly visible partner to leadership, you’ll coordinate key operational deliverables, help develop, track and report KPIs and OKRs, and manage the timelines for monthly, quarterly, annual, and long-term planning. This is a unique opportunity to play a central role in how the company operates, measures success and grows, with exposure to leaders across Finance, Engineering, Product, Education, Sales, Marketing, and Operations.

Key Responsibilities

• Operating Cadence & Governance

Manage the company’s operating calendar, including quarterly objectives, QBRs, Board Meetings, leadership offsites, and other leadership forums.

Ensure consistency of materials, timelines, and expectations across all business reviews and planning cycles.

Coordinate with cross-functional leaders to make sure dependencies are identified and deliverables are met on time.

• Goal & Metrics Management

Develop, track and report on company OKRs and KPIs, ensuring alignment across teams.

Partner with Finance and department leaders to drive consistency in metrics definitions and reporting.

Monitor progress and proactively flag risks or misalignments to leadership.

• Financial Planning Calendar

Manage the cadence and cross-functional dependencies of the monthly forecast, quarterly outlook updates, annual budgeting, and long-term strategic planning.

Drive timelines and ensure business leaders understand inputs, deliverables, and deadlines.

• Cross-Functional Execution & Communication

Coordinate presentation development and content for executive-level meetings.

Ensure clarity and alignment across leaders on priorities, timelines, and responsibilities.

Support preparation of strategic presentations and materials for Board and company-wide use

Who You Are:

• You are financially savvy and understand how to connect metrics, planning, and operational execution to business outcomes.
• You thrive in high-growth software environments and bring structure and consistency to fast-paced, dynamic settings.
• You are detail-oriented with strong organizational skills, ensuring repeatability and discipline in processes.
• You are comfortable influencing leaders and driving alignment across teams without direct authority.
• You bring a balance of analytical and strategic thinking, able to interpret data and translate it into clear insights and actions.
• You are proactive, with an 'owner mindset' that anticipates needs, resolves conflicts, and drives change.
• You have excellent presentation and communication skills, capable of preparing high-quality materials for executives, Board meetings, and company-wide sessions.

Qualifications

• 4–6 years of experience in business operations, FP&A, management consulting, or a related field in a SaaS/software or HealthTech environment.
• Strong organizational and project management skills, with a proven ability to manage multiple workstreams and stakeholders.
• Experience with a company goal setting framework (OKRs, V2MOM, KPIs, Balanced Scorecard, MBO, SMART goals, etc.)
• Experience with financial planning processes (forecasting, budgeting, reporting).
• Excellent written and verbal communication skills; able to simplify complex topics for broad audiences.
• Skilled in tools such as Excel, PowerPoint/Slides, BI platforms, and project management software.
• Detail-oriented with the ability to drive accountability across teams without direct authority.
• Comfortable working in a high-growth, fast-paced environment with shifting priorities.

Why Work At Vumedi:

• Career changing opportunity to help build a healthcare startup with an exponentially growing viewership
• Make a direct impact in the growth of the company
• Be a part of a company that is beloved by doctors and improves patient care every day

This is a hybrid role, working 3 days a week (Monday, Wednesday, and Friday) in our Minneapolis office, with additional collaboration across Oakland and Zagreb teams

Learn more about Vumedi