Requirements:
8+ years of experience in business operations, strategy, consulting, revenue operations, or a related field, with prior experience supporting C-suite executives
Experience working with C-level executives to drive strategic initiatives and cross-functional alignment
Demonstrated ability to lead cross-functional programs and drive results in ambiguous, fast-paced environments
Strong business acumen and analytical skills, with experience in data-driven decision-making, forecasting, and KPI tracking
Proven ability to manage cross-functional initiatives, project portfolios, and operational execution
Experience with business systems (e.g., Salesforce, Gong, or similar CRM/ERP platforms)
Excellent written and verbal communication skills, with experience preparing executive- and board-level materials
Proven ability to build trust and influence at all levels of an organization, including senior leadership
Experience in a private equity–owned company
Experience scaling revenue operations or sales operations functions at a high-growth company
Familiarity with AI infrastructure, AI tooling, or technical program management
Experience with evaluation, due diligence, and integration of acquisition targets
Prior experience in management consulting, investment banking, or a Chief of Staff / Director of Special Projects role
MBA or equivalent advanced degree
Required
Preferred
Responsibilities:
Serve as a trusted advisor and thought partner to the CEO on company-wide strategic priorities
Drive the cadence of executive meetings, including agenda-setting, materials preparation, and follow-through on action items
Translate CEO and executive leadership team (ELT) priorities into clear operating plans and hold teams accountable for execution
Partner with ELT, Functional Leaders, GM’s, and Finance to conduct in-depth research and analysis to support strategic decision-making
Develop and present data-driven recommendations to the CEO and ELT
Partner with key company resources to build market trends, competitive landscapes, and internal performance data to inform company direction
Lead and manage a portfolio of special projects, as defined by the CEO and ELT, from conception to completion
Develop comprehensive project plans, including scope, timelines, budgets, and resource allocation
Drive project execution, proactively identifying and mitigating risks and issues, while providing regular progress updates to the CEO, ELT and stakeholders
Participate in due diligence of acquisition opportunities, and participate in post-acquisition integration to ensure seamless alignment with business objectives and value creation
Own and continuously improve core business operations processes to drive efficiency, scalability, and data-driven decision-making
Establish and track company-wide KPIs, ensuring alignment across departments
Identify operational bottlenecks and lead cross-functional initiatives to resolve them
Oversee revenue operations strategy, including forecasting, pipeline analytics, and go-to-market process optimization
Partner with Sales leadership to design and refine territory planning, quota setting, compensation structures, and sales enablement processes
Ensure alignment between marketing, sales, and customer success through unified operational processes and shared metrics
Lead the strategy, selection, and optimization of core business systems (CRM, ERP, and related platforms)
Ensure systems architecture supports scalability, data integrity, and cross-functional visibility
Partner with IT and Engineering to prioritize systems investments and integrations
Own the strategy and operational roadmap for the company's global AI infrastructure initiatives
Partner with technical leadership to ensure AI infrastructure investments align with business priorities and scale efficiently across regions
Drive adoption of AI-powered tools and workflows across business functions to improve productivity and decision-making
Build and manage a PMO-style function to track major company initiatives, dependencies, and risks
Act as a liaison between the CEO's office and department leaders to ensure alignment and clear communication
Strategic Partnership to the CEO
Strategic Support
Special Projects
Business Operations Leadership
Revenue Operations & Sales Operations
Business Systems
Global AI Infrastructure & Programs
Cross-Functional Program Management
All employees are expected to demonstrate AI fluency appropriate to their role and level, including responsible use of AI tools, sound judgment, and adherence to company AI governance and security policy standards.
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