Associate, Strategy and Expansion - WelbeHealth

At WelbeHealth, we serve our communities’ most vulnerable seniors through shared intention, pioneering spirit, and the courage to love. These core values and our participant-focus lead the way no matter what.

The Associate, Strategy & Expansion is a critical member of the growth team, reporting to the Associate Director of Strategy. This role works closely with the Chief Growth Officer, Chief Financial Officer, and other leaders to shape and execute WelbeHealth’s near and long-term growth strategies. The Associate, Strategy & Expansion will lead key projects including evaluating new market opportunities, developing go-to-market strategies, improving existing market growth opportunities, and supporting site launches.

This role is different because the Associate, Strategy & Expansion at WelbeHealth:

• Directly shapes WelbeHealth’s growth strategy – evaluating new markets, assessing financial and demographic opportunities, and helping determine where and how we expand PACE to serve more seniors
• Operates as a strategic partner to executive leadership – translating complex data into clear, actionable insights and present recommendations to senior leaders, including the CFO, CGO, and broader executive team

We care about our team members. That’s why we offer:

• Medical insurance coverage (Medical, Dental, Vision)
• Work/life balance - We mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days
• 401K savings + match
• Comprehensive compensation package including base pay and bonus
• And additional benefits!

On the day-to-day, you will:

• Lead the evaluation of new market growth opportunities to inform overall future growth: identify key metro areas, submarkets, and demographic populations that would most benefit from PACE expansion, collaborate with Finance and Operations teams to determine financial feasibility of growth opportunities, and partner with Real Estate leadership to determine ideal locations in prospective markets
• Develop go-to-market strategies for each new center to enable Operations leadership to understand and engage with the communities they’ll serve, including: identifying priority outreach regions and crafting preliminary outreach strategies, analyzing senior care and regulatory dynamics, and understanding language, cultural, and demographic distributions that inform hiring, programming, and other strategic decisions
• Synthesize insights on existing center growth performance and present findings to Marketing, Outreach and Enrollment (MOE) and Operations leadership teams to guide outreach and operations strategy for a given market
• Analyze existing WelbeHealth center enrollment performance and areas of unmet need to inform outreach prioritization, as well as conduct competitive assessment of other PACE and duals-focused health plans to inform marketing collateral and strategies
• Drive high-priority projects from concept to completion, ensuring progress aligns with organizational goals and timelines
• Balance multiple workstreams, providing actionable insights and maintaining clear communication with stakeholders

Job requirements include:

• Minimum of two (2) to four (4) years of experience in a strategy, finance, or business role; experience in healthcare, managed care, or senior care is highly desired
• Proficiency in Microsoft Excel and PowerPoint, with demonstrated ability to deliver sharp, high-quality analyses and presentations
• Strong data analysis skills, with experience using tools like Excel, Power BI, Tableau, and Access to evaluate and manipulate data
• Proven ability to translate granular data into actionable insights for executive-level audiences
• Ability to leverage AI tools for data analysis and aggregation, market research, and workflow automation
• Strong written and verbal communication skills to inform and influence cross-functional stakeholders, including senior leadership
• Ability to build strong relationships across a matrixed organization while remaining self-motivated and independently capable of driving projects forward
• Fully remote role; candidates can be located anywhere in the US, but preference for East Coast/NYC-based

We are seeking an Associate, Strategy & Expansion who is analytical, resourceful, and mission-driven, with the ability to turn data into strategy and drive high-impact growth initiatives that expand access to care for underserved seniors. If you’re ready to join a team that values both its participants and team members, we’d love to hear from you!