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

$125,000 - $180,000/Yr

Nfp - Austin, TX

Full-time - Senior

Austin, TX

Food Services and Drinking Places

About the position

Fieldtech is a joint venture with NFP Corp, focused on revolutionizing the operating system for financial representatives selling insurance. The Chief of Staff is a senior-level role that supports the senior leaders in executing the company's vision, strategy, and goals. This position acts as a liaison between senior leadership and both internal and external stakeholders, managing cross-functional projects and initiatives, overseeing the financial and operational performance of the company, and ensuring compliance with relevant regulations and policies. The Chief of Staff will also assist leadership in preparing for and facilitating meetings, presentations, and communications. 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, paying attention to detail, and collaborating with diverse teams. As a member of the executive team, the Chief of Staff will play a crucial role in shaping the company culture and driving strategic initiatives. Fieldtech supports a distributed workforce, making the ability to collaborate across geographies essential. In this role, you will manage and coordinate projects that align with the company's vision and goals, monitor and report on financial and operational performance, ensure compliance with regulations, and build positive relationships with stakeholders. You will also conduct research and analysis on industry trends and best practices to support senior leadership in decision-making.

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 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