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

$125,000 - $180,000/Yr

Nfp - Atlanta, GA

Full-time - Senior

Atlanta, GA

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 generates over $50 billion in annual revenue, ultimately helping the nearly 40 million U.S. households lacking sufficient coverage to thrive during challenging times. As a part of NFP, which has been recognized as one of the Best Places to Work and has received accolades for its commitment to Diversity, Equity, and Inclusion, we are dedicated to fostering a people-first approach in all our endeavors. The Chief of Staff is a pivotal senior-level role that supports the execution of the company's vision, strategy, and goals. This position acts as a vital link between senior leadership and both internal and external stakeholders. The Chief of Staff will manage cross-functional projects and initiatives, oversee the company's financial and operational performance, and ensure compliance with relevant regulations and policies. Additionally, this role involves assisting leadership in preparing for and facilitating meetings, presentations, and communications. The ideal candidate will possess strong project management, communication, and software navigation skills, along with a proven ability to provide clarity, take decisive action, and collaborate effectively with diverse teams. As a member of the executive team, the Chief of Staff will play a crucial role in shaping the company's culture and operational success. Fieldtech is a remote-friendly company, welcoming team members in our core NYC office and satellite office in Austin, TX. We value collaboration across geographies and are looking for someone who can thrive in a distributed workforce environment.

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 is 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 networking skills and ability to build relationships across various levels of the organization.

Benefits

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