Chief of Staff, SaaS Technology Services (Remote or hybrid-NYC or TX)

$125,000 - $180,000/Yr

Nfp - Springfield, IL

Full-time - Senior

Springfield, IL

Food Services and Drinking Places

About the position

Fieldtech, a joint venture with NFP Corp, is on a mission to revolutionize the operating system for financial representatives selling insurance. We are developing a cohesive, process-oriented platform that automates manual workflows, allowing team members to focus on their core competencies. This initiative is crucial as we aim to modernize an industry that drives over $50 billion in annual revenue, ultimately enhancing financial security for nearly 40 million U.S. households lacking sufficient coverage. As a Chief of Staff, you will play a pivotal role in supporting senior leaders in executing the company's vision, strategy, and goals. This senior-level position acts as a liaison between senior leadership and both internal and external stakeholders, managing cross-functional projects and initiatives while overseeing the financial and operational performance of the company. You will ensure compliance with relevant regulations and policies, assist leadership in preparing for and facilitating meetings, presentations, and communications, and provide insights and recommendations for improvement based on financial and operational performance monitoring. The ideal candidate will possess strong project management, communication, software navigation, and intuition skills, along with a proven track record of providing clarity, taking action, and collaborating with diverse teams. As a member of the executive team, you will be instrumental in shaping the company culture and driving strategic initiatives. Fieldtech supports a remote-friendly work environment, with opportunities for collaboration across our core NYC office and satellite office in Austin, TX. Your ability to work effectively across geographies will be essential in this role.

Responsibilities

• Manage and coordinate cross-functional projects and initiatives that align with the company's vision, strategy, and goals.
• Monitor and report on the financial and operational performance of the company and provide insights and recommendations for improvement.
• Ensure compliance with relevant regulations and policies and manage risk and issues escalation.
• Act as a liaison between senior leadership and the internal and external stakeholders and build and maintain positive relationships.
• Take a strategic approach in preparing for and facilitating meetings, presentations, and communications, and ensure follow-up and that action items are completed.
• Conduct research, analysis, and benchmarking on industry trends, best practices, and opportunities.
• Support senior leadership in developing and executing the company culture.

Requirements

• 5+ years of experience in a strategic or operational senior-level role supporting C-level executives in a SaaS or technology company.
• Bachelor's degree in business, finance, engineering, or a related field; master's degree or MBA preferred.
• Project Management training/certificate a plus.
• Experience in managing and coordinating cross-functional projects and initiatives, and delivering results within scope, budget, and timeline.
• Experience in monitoring and reporting on the financial and operational performance of a company, and providing insights and recommendations for improvement.
• Experience in ensuring compliance with relevant regulations and policies, and managing risk and issues escalation.
• Experience in acting as a liaison between senior leadership and the internal and external stakeholders, and building and maintaining positive relationships.
• Experience preparing for and facilitating meetings, presentations, and communications, and ensuring follow-up and action items are completed.

Nice-to-haves

• Experience in the insurance or financial services industry.
• Familiarity with project management software and tools.
• Strong analytical skills with the ability to interpret complex data sets.

Benefits

• Continuing education credits
• Paid holidays
• Paid time off
• 401(k) matching
• Employee discount
• Life insurance