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JOB DESCRIPTION

Position Overview

The Chief of Staff (CoS) is a hybrid strategic and operational role, acting as the CEO’s right hand and an integrator across the executive leadership team. The CoS ensures organizational efficiency by managing administrative functions, driving cross-functional initiatives, and providing research and insights that support decision-making. This individual will handle high-priority projects, streamline processes, and oversee both tactical and strategic initiatives, enabling the CEO and leadership team to focus on scaling the business.

Key Responsibilities

1. CEO Enablement and Administrative Support
   1. Manage the CEO’s calendar, prioritize meetings, and proactively resolve scheduling conflicts.
   2. Act as the CEO’s proxy in meetings, providing summaries and action items as needed.
   3. Prepare presentations, reports, and briefing materials for internal and external engagements.
   4. Handle sensitive and confidential information with discretion.
   5. Coordinate logistics for CEO travel, events, and customer-facing activities.
2. Operational Excellence
   1. Execute payroll, invoicing, and other recurring (and often sensitive) administrative tasks.
   2. Manage meeting rhythms, including scheduling, agenda preparation, note-taking, and follow-ups for executive and cross-functional meetings.
   3. Develop and maintain a centralized internal business wiki to house SOPs, KPIs, and workflows.
   4. Identify opportunities to streamline operational processes through automation and delegation.
3. Cross-Functional Leadership and Team Support
   1. Act as a liaison between departments to break down silos and resolve bottlenecks.
   2. Support team-building initiatives, including cultural and morale-boosting activities like virtual coffees or lunch events.
   3. Facilitate communication across teams by summarizing updates, decisions, and next steps.
4. Research and Strategic Insights
   1. Conduct research on industry trends, competitor benchmarks, and ideal customer profiles to inform go-to-market strategies.
   2. Design and execute customer surveys and product feedback loops, analyzing results to identify opportunities for improvement.
   3. Aggregate internal data, build dashboards, and provide actionable insights to the CEO and leadership team.
5. Sales and Customer Support Support
   1. Assist the Sales Manager with pipeline reporting, demo preparation, and account prioritization.
   2. Collaborate with the Customer Support Manager to track key support metrics and ensure timely resolution of escalations.
   3. Summarize critical customer accounts and escalations requiring CEO or leadership attention.
6. Culture and Team Building
   1. Organize team-building activities, such as virtual coffees or lunch sessions, to foster engagement and cohesion.
   2. Act as a cultural ambassador, ensuring alignment between team values and organizational goals.

Success Metrics

The Chief of Staff will be evaluated on their ability to:

• Free up CEO / exec capacity by streamlining administrative tasks and managing tactical responsibilities.
• Enhance efficiency and alignment across the team through improved workflows and meeting rhythms.
• Deliver high-quality research, insights, and reports that enable strategic decision-making.
• Maintain a well-organized, up-to-date internal business wiki and operational documentation.
• Support team cohesion and morale through effective communication and cultural initiatives.

SIMULATION OVERVIEW

This simulation is designed to provide you with a realistic preview of the Chief of Staff role while allowing us to evaluate your ability to perform at an elite level in the position. It mirrors the fast-paced, high-impact nature of the job and tests how you manage priorities, communicate effectively, and deliver results..