Chief of Staff and Strategic Planning

Workato - Mountain View, CA

Full-time - Senior

Mountain View, CA

Professional, Scientific, and Technical Services

About the position

As Workato's Chief of Staff, you will play a critical role in driving strategic initiatives, facilitating executive operations, and fostering cross-functional collaboration. Reporting directly to the CEO, you will act as a trusted advisor, supporting alignment and operational accountability of company-wide initiatives while ensuring effective communication across the organization. This position requires a strategic thinker with exceptional operational skills and the ability to influence stakeholders.

Responsibilities

• Develop a strong understanding of established initiatives that impact customer adoption and value realization.
• Collaborate with cross-functional teams and influence stakeholders to ensure successful execution of initiatives.
• Develop and implement operating mechanisms to ensure alignment and accountability.
• Articulate and manage Target timelines, milestones, and critical paths defined by department and executive leaders.
• Identify and mitigate risks, resolve dependencies, and unblock progress.
• Track the progress of strategic metrics for company-level Targets.
• Surface key market or customer insights to support execution of company-level Targets.
• Distill and synthesize strategic discussions into actionable plans.
• Act as a trusted counsel to executive leaders, providing insights on customer outcomes and operations.
• Monitor and support content development for executive presentations.
• Manage executive leadership meetings, including agenda formulation and follow-up on action items.
• Support company-wide internal communications in partnership with existing teams.
• Facilitate weekly executive operations syncs and executive team meetings.
• Oversee bi-weekly company All Hands meetings and quarterly leadership forums.
• Own the preparation for and execution of quarterly board meetings and communications.

Requirements

• 7+ years of proven experience as a VP of Strategic Planning and Operations, a Chief of Staff, or a similar role in a high-growth technology company.
• Successful track record in developing organization-wide initiatives including org design & culture, OKR / VMT, revenue and customer growth, process & policy controls.
• Experience in developing and implementing practical operating mechanisms to ensure alignment and accountability.
• Ability to distill complex discussions into actionable plans and drive execution.
• Strong program management skills with the ability to manage multiple initiatives simultaneously.
• Excellent communication and interpersonal skills, with the ability to build trust and influence stakeholders at all levels.
• A deep and strategic understanding of customer and market landscape & organizational dynamics.
• Exceptional attention to detail.

Benefits

• Flexible work environment
• Dynamic work culture
• Comprehensive health benefits
• Opportunities for professional development
• Work-life balance initiatives