Chief of Staff

• Be a thought partner on Keith's annual, quarterly, monthly, and weekly goals, helping link them to daily activities (managed via Monday.com). When priorities shift, help adjust projects and timelines accordingly.
• Help craft a rhythm for engaging all key stakeholders and ensure the CEO's goals and daily activities leave space for meaningful relationship building.
• Stimulate discussion, ask the right questions, and make decisions on the CEO's behalf to remove bottlenecks across the company.
• Proactively recommend ways to streamline, eliminate manual work, and operate smarter. For example, operationalizing recurring activities like board meeting prep, conference presentations, customer on-site prep and follow-up, etc.
• Support the CEO with scheduling, especially for travel to conferences, chapter meetings, department and company off-sites, and board meetings. This work won’t exceed 20% of the role.

Chief of Staff

Chief of Staff, Revenue

Senior Director, Partnership Operations – Chief of Staff

Chief of Staff

Senior Manager, Chief of Staff – Bank Tech