Confidential
Chief of Staff
About the Company
Innovative provider of agentic AI solutions for community banks & credit unions
Industry Software Development
Type Privately Held, VC-backed
Founded 2019
Employees 51-200
Funding $11-$25 million
Specialties
nlp ai ml chatbots artificial intelligence machine learning virtual assistants natural language processing intelligent virtual assistant ai in business credit union community bank generative ai for banking voice ai and ai co-pilots
About the Role
The Company is seeking a Chief of Staff to serve as a strategic partner to the CEO, with a focus on driving the company's mission to transform the banking experience. The successful candidate will be responsible for strategic execution, company prioritization, and cross-functional program leadership. This high-impact role requires a professional with a strong strategic mindset, the ability to operate in fast-paced, ambiguous environments, and a proven track record of leading cross-functional initiatives. Key responsibilities include defining and tracking company-wide strategic priorities, managing the CEO's workflows, and ensuring operational excellence to support the company's growth.
Applicants for the Chief of Staff position at the company should have a minimum of 8 years' experience in management consulting, strategy, operations, or equivalent roles, preferably in a high-growth B2B SaaS or technology environment. The role demands exceptional communication, analytical, and problem-solving skills, as well as a high bias for action. The Chief of Staff will also be involved in stakeholder and investor engagement, and must be adept at building strong relationships. The position is pivotal in shaping the company's operations and scaling during its critical growth stage, and the impact of the role will be seen in faster execution, stronger alignment, and accelerated business outcomes.
Hiring Manager Title CEO
Travel Percent Less than 10%
Functions
General Management Strategy Operations
About the Company
Innovative provider of agentic AI solutions for community banks & credit unions
Industry Software Development
Type Privately Held, VC-backed
Founded 2019
Employees 51-200
Funding $11-$25 million
Specialties
nlp ai ml chatbots artificial intelligence machine learning virtual assistants natural language processing intelligent virtual assistant ai in business credit union community bank generative ai for banking voice ai and ai co-pilots
About the Role
The Company is seeking a Chief of Staff to serve as a strategic partner to the CEO, with a focus on driving the company's mission to transform the banking experience. The successful candidate will be responsible for strategic execution, company prioritization, and cross-functional program leadership. This high-impact role requires a professional with a strong strategic mindset, the ability to operate in fast-paced, ambiguous environments, and a proven track record of leading cross-functional initiatives. Key responsibilities include defining and tracking company-wide strategic priorities, managing the CEO's workflows, and ensuring operational excellence to support the company's growth.
Applicants for the Chief of Staff position at the company should have a minimum of 8 years' experience in management consulting, strategy, operations, or equivalent roles, preferably in a high-growth B2B SaaS or technology environment. The role demands exceptional communication, analytical, and problem-solving skills, as well as a high bias for action. The Chief of Staff will also be involved in stakeholder and investor engagement, and must be adept at building strong relationships. The position is pivotal in shaping the company's operations and scaling during its critical growth stage, and the impact of the role will be seen in faster execution, stronger alignment, and accelerated business outcomes.
Hiring Manager Title CEO
Travel Percent Less than 10%
Functions
General Management Strategy Operations