Chief of Staff Network

Account Manager

• Support the day-to-day administrative and operational needs of the Partnerships & Events team
• Organize and maintain partnership decks, sponsorship materials, recaps, and related assets
• Track timelines and ensure all partnership and event deliverables are accurate and on schedule
• Maintain and update the partner pipeline, CRM systems, and master calendars
• Support the development and customization of pitch decks and proposals
• Assist in compiling post-event recaps and reporting materials for partners
• Coordinate internal communication across partnerships, programming, marketing, and community teams
• Help manage marketing deadlines related to partner integrations and event promotions
• Support onsite execution at select events to ensure partner activations and programming run smoothly
• Conduct research to support speaker sourcing, partner ideation, and event development
• Provide general administrative support including scheduling, document management, and tracking budgets where needed

Partnerships and Events Coordinator

• Set the strategic vision and long-term roadmap for Chief’s high impact and in-person event portfolio, aligning large-scale national industry events and the ChiefX Summit Series with company priorities, member needs, and business objectives.
• Lead the end-to-end lifecycle of Chief’s in-person national large-scale events, from concept through execution and post-event reconciliation, ensuring a consistently high-quality experience.
• Oversee production and programming timelines, holding teams and vendors accountable to deadlines and standards.
• Provide senior-level production leadership across all event categories offered by Chief.
• Own all operational elements of events including food & beverage, production & design, rentals, staffing, vendors, reporting, and on-site execution.
• Lead creative development, strategic planning, and execution, including partnership activations for the ChiefX Event Series.
• Own and manage event budgets with rigor and transparency, ensuring costs are tracked, reconciled, and optimized.
• Provide regular budget updates and post-event reporting to leadership, highlighting spend, savings, and ROI.
• Identify opportunities to reduce costs without compromising quality through thoughtful planning and negotiation.
• Ensure all events adhere to established budget systems, financial guidelines, and approval processes.
• Approach venue sourcing and vendor selection through a partnerships lens, identifying opportunities for value exchange, cost efficiencies, and long-term relationships.
• Lead venue and vendor research, scouting, negotiation, and contracting in both existing and new markets.
• Maximize partnership opportunities when booking venues, including added value, co-marketing, and in-kind support where appropriate.
• Build and maintain strong relationships with venues, agencies, speakers, and external partners to ensure seamless execution.
• Serve as a key point of contact across internal stakeholders including Programming, Community, Marketing, Experience, Product, and local Clubhouse teams.
• Provide clear communication, documentation, and best practices to ensure alignment and scalability across teams.
• Manage and mentor junior team members, contractors, and outsourced staff, providing guidance and leadership on-site and remotely.
• Ensure all events comply with local regulations, safety requirements, and company standards.

Director, Events & Partnerships

Salesforce Developer

• Collaborate closely with the stakeholders to translate "big picture" designs into actionable, iterative technical stories that move the needle toward our long-term ideal state.
• Implement and manage a sophisticated development lifecycle—from feature inception and refined user stories to production deployment—ensuring a seamless, automated, and documented process.
• Extend and enhance Sales Cloud, Service Cloud, and Revenue Cloud using a mastery of APEX, LWC, and Visualforce to build high-performance, custom functionality.
• Design and develop robust APIs and orchestration layers using REST, SOAP, and JSON to ensure Salesforce remains an open, extensible hub for external services and AI tools.
• Take ownership of system health by designing and maintaining automated unit, integration, and functional testing frameworks to ensure the stability of our most critical business flows.
• Lead the evolution of our codebase through thoughtful code reviews and proactive documentation, ensuring our stack remains modern, readable, and debt-free.
• Actively lead and participate in agile ceremonies, including retrospectives and story refinement, to foster a culture of continuous improvement and transparent communication.
• Develop robust data extraction and integration strategies to pull high-value insights out of Salesforce, leveraging that data to proactively enhance the end-to-end customer experience.
• Act as a strategic consultant to Sales, Marketing, and Customer Success leadership, translating high-level business goals into technical roadmaps that drive measurable revenue and retention outcomes. Serve as the primary technical partner to the RevOps Lead, translating their governance frameworks and ARR recognition requirements into scalable code, automated workflows, and robust data models.
• Lead through evolving priorities and "greenfield" projects, taking ownership of the solution design even when technical or business requirements are not yet fully defined.

Lead Salesforce Engineer

Billing Specialist

• Perform comprehensive invoice and billing cleanup, including identifying and resolving discrepancies
• Review historical billing data to ensure accuracy and completeness
• Partner closely with the Retention and Billing teams to address account-level issues
• Investigate and reconcile billing inconsistencies across systems
• Support collections efforts by validating outstanding balances and correcting errors
• Document findings, processes, and resolutions to improve future billing accuracy
• Assist with process improvement initiatives related to billing operations

Special Projects Billing & Collections Specialist – Contract

Financial Planning and Analysis

• Partner with business leaders to deliver quarterly business reviews to CLT + ELT that explain drivers of performance, assess risks and opportunities to delivering budget/forecast and deliver key actionable insights that shape strategy and support decision making for special projects/initiatives
• Lead periodic and ad hoc analysis and performance reviews with business leaders in regards to special projects/initiatives
• Own end-to-end financial planning processes and tools (budgeting, forecasting, long-range planning models, reports & processes) for special projects/initiatives
• Build and maintain financial models to assess and report financial and experiential metrics
• Prepare incremental cost v benefit analyses, scenarios and sensitivity analyses
• Financial, strategic and market research support for special projects, including but not limited to new product offerings, channel strategy, strategic partnerships, mergers/acquisitions and FCF optimization
• Partner with other departments including accounting, data and technology teams to analyze and execute special projects
• Work cross-functionally with all stakeholders to ensure alignment between operational plans and financial forecasts.
• Design and manage effective dashboards, reports, and KPI scorecards for initiatives
• Build processes, systems, and workflows to proactively deliver actionable insights to improve financial outcomes
• Act as a strategic and financial partner to leadership team, providing financial guidance to shape roadmap prioritization and resource allocation across the company
• Partner with accounting and technology teams to design systems and processes to support the build out of a scalable financial platform to support Chief’s growth
• Project manage initiative execution that delivers financial goals including risk mitigation and opportunity execution

Senior Manager/Director, FP&A – Special Projects

Controller

• Own and direct the company’s entire accounting function, including establishing and enforcing accounting policies, procedures, and internal controls.
• Lead the monthly, quarterly, and annual financial close process, ensuring timely and accurate financial reporting.
• Prepare and review financial statements, management reports, and variance analyses.
• Maintain the general ledger and chart of accounts in accordance with U.S. GAAP.
• Continuously improve close processes and financial reporting procedures to increase efficiency and accuracy.
• Provide technical accounting leadership, researching and documenting complex accounting matters and ensuring compliance with applicable accounting standards.
• Oversee accounting for subscription-based revenue models, including proper application of revenue recognition principles under ASC 606.
• Manage the billing and collections function, ensuring timely invoicing and strong cash collections while optimizing systems and processes.
• Supervise the accounts payable process, including review and execution of weekly payment cycles.
• Manage vendor and contractor payment schedules, administrative policies, and related reporting requirements.
• Partner with business leaders and CFO to create standard contracts and processes for lines of business and review exceptions as they are requested.
• Oversee weekly and semi-weekly Payroll processing, ensuring timely and accurate payroll execution in coordination with HR and external providers.
• Own the company’s tax compliance function, working with external tax advisors to ensure timely and accurate federal, state, and local filings.
• Lead the annual financial statement audit, coordinating with external auditors to ensure an efficient and successful audit process.
• Maintain and strengthen the company’s internal control environment.
• Partner closely with FP&A and executive leadership during budgeting, forecasting, and financial planning processes.
• Provide financial insights and analysis to support operational and strategic decision-making.
• Identify opportunities to improve financial processes, reporting capabilities, and operational efficiency.
• Own the design and evolution of the company’s accounting and financial infrastructure, including systems, processes, and controls required to support continued growth and operational scale.
• Drive automation and process improvements across the accounting function.
• Lead, mentor, and manage a high-performing accounting team of approximately five professionals.
• Build scalable processes and infrastructure to support the company’s continued growth.

Controller – Sr Director/VP

Director

• Partner with Customer Experience business leaders to deliver quarterly business reviews to CLT+ ELT that explain drivers of performance, assess risks and opportunities to delivering budget/forecast and deliver key actionable insights that shape strategy and support decision making
• Lead monthly business reviews with business partners, delivering KPI reporting and insights on performance, risks, and opportunities
• Own end-to-end financial planning processes and tools (budgeting, forecasting, long-range planning models, reports & processes) for business partners
• Build and maintain financial models to assess and report financial and experiential metrics and staffing capacity
• Prepare incremental cost v benefit analyses, scenarios and sensitivity analyses to support strategic decisions
• Support strategic projects, including new product offerings, experience and retention improvement ideas, promotions, incentive compensation design
• Partner with Accounting to investigate and resolve variances vs. budget as part of month-end close
• Work cross-functionally with all stakeholders to ensure alignment between operational plans and financial forecasts.
• Partner across key stakeholders on incentive compensation design and implementation to drive alignment with strategic objectives and financial goals (design, launch, processing monthly & quarterly payments)
• Design and manage effective dashboards, reports, and KPI scorecards
• Build processes, systems, and workflows to proactively deliver actionable insights to improve financial outcomes
• Act as a strategic and financial partner to Customer Experience leadership, providing financial guidance to shape roadmap prioritization and resource allocation
• Lead initiatives to support Customer Experience and Financial strategies with financial insights and operational improvements
• Partner with accounting and technology teams to design systems and processes to support the build out of a scalable financial platform to support Chief’s growth

Sr. Manager/Director, Cost to Serve & Clubhouses

Product Marketing

• Build and Lead the GTM Engineering Function
• Develop the initial roadmap to assess current infrastructure, procure new tools and capabilities, and help define the staffing needs for the program
• Act as a player-coach: you actively build but can also teach others in the organization
• Partner with the C and VP level teams to set the GTM engineering roadmap
• Architect the Revenue Tech Stack
• Own the design, integration, and ongoing optimization of Chief's GTM tool stack — including CRM (Salesforce), marketing automation (Braze), enrichment platforms (Clay, ZoomInfo), sequencing tools (Lemlist, Salesloft), and data infrastructure
• Build and maintain API integrations, data pipelines, and automated workflows that eliminate manual work and scale high-ROI GTM activities
• Ensure data quality, deduplication, and CRM hygiene as the foundation on which every downstream system depends
• Design and Deploy Revenue-Generating Systems
• Build intelligent lead scoring, routing, and enrichment flows that get the right prospect to the right rep in minutes, not hours
• Architect automated outbound and inbound systems — from ICP-based list building and signal monitoring to personalized sequencing and follow-up
• Create data activation plays: convert intent signals, product behavior, and engagement data into automated revenue-generating workflows
• Develop AI-powered tooling for sales and marketing teams — including meeting prep, transcript summarization, CRM auto-update, and pipeline intelligence
• Drive Experimentation and Scale What Works
• Establish a GTM engineering culture of rapid experiments and scaling successful tactics across the entire revenue motion
• Build systems to measure the business impact of automation investments: conversion rates, pipeline velocity, response times, and revenue attribution
• Create a documentation culture so institutional knowledge compounds over time

Director, GTM Strategy – Operations

Product Manager

• Conduct a full discovery of our current Salesforce implementation by partnering with: Sales, Marketing, Concierge/Member Experience, Operations and other internal teams.
• Understand how each team uses Salesforce today — including workflows, reports, automations, workarounds, and pain points.
• Identify gaps between current usage and best-in-class Salesforce capabilities.
• Produce a clear assessment and recommendations document that includes: Opportunities to improve lead flow, speed to close, and member servicing. Suggested automation and optimization using: Salesforce Flows, Lead routing & scoring improvements, Reporting & dashboard enhancements, Features we are under-utilizing or not using at all, Third-party integrations that reduce manual work or improve data quality.
• Translate findings into a prioritized Salesforce roadmap with clear business outcomes.
• Partner with Engineering and Systems teams to ensure solutions are delivered accurately and efficiently.
• Serve as the dedicated Product Manager for Marketing’s technical and systems-related initiatives.
• Own end-to-end intake for Marketing requests: Clarify vague or incomplete asks, Translate business needs into well-defined product requirements, Create high-quality tickets and acceptance criteria for Engineering, Manage stakeholder expectations around scope, tradeoffs, and timelines.
• Prioritize Marketing initiatives alongside Salesforce roadmap work to ensure focus on highest business impact.
• Ensure delivery quality and that solutions truly solve Marketing’s underlying problems.
• Bring clarity to ambiguity by leveraging stakeholder feedback, usage data, and business metrics.
• Define success metrics tied to lead conversion, speed to close, and operational efficiency.
• Communicate progress, risks, and outcomes clearly to leadership and cross-functional partners.
• Act as the connective tissue between business teams and Engineering.

Senior Product Manager, Salesforce – Marketing

• Immediately onboard and lead an inaugural, high-caliber team with specialization in Revenue Strategy & Operations, GTM Engineering (Systems & Data), and Business Intelligence.
• Establish clear craft standards, career ladders, and a culture of experimentation
• Act as a player-coach: you actively build alongside your team, not just direct from the sidelines
• Partner with the C-Suite and Senior Leadership to set the GTM execution roadmap and the GTM engineering roadmap that supports it
• Own the design, integration, and ongoing optimization of Chief's GTM tool stack — including CRM (Salesforce), marketing automation (Braze), enrichment platforms (Clay, ZoomInfo), sequencing tools (Lemlist, Salesloft), and data infrastructure
• Build and maintain API integrations, data pipelines, and automated workflows that eliminate manual work and scale high-ROI GTM activities
• Ensure data quality, deduplication, and CRM hygiene as the foundation on which every downstream system depends
• Build intelligent lead scoring, routing, and enrichment flows that get the right prospect to the right rep in minutes, not hours
• Architect automated outbound and inbound systems — from ICP-based list building and signal monitoring to personalized sequencing and follow-up
• Create data activation plays: convert intent signals, product behavior, and engagement data into automated revenue-generating workflows
• Develop AI-powered tooling for sales and marketing teams — including meeting prep, transcript summarization, CRM auto-update, and pipeline intelligence
• Establish a GTM engineering culture of rapid experiments and scaling successful tactics across the entire revenue motion
• Build systems to measure the business impact of automation investments: conversion rates, pipeline velocity, response times, and revenue attribution
• Create a documentation culture so institutional knowledge compounds over time

Vice President, GTM Strategy – Operations

Operations

• Oversee daily billing activities, ensuring invoices are generated accurately and on time.
• Manage subscription lifecycle activities including activations, renewals, upgrades, downgrades, cancellations, refunds, and credits.
• Monitor billing queues and ensure timely resolution of issues.
• Review billing discrepancies and resolve errors in partnership with Sales and Member Experience.
• Ensure adherence to billing policies, procedures, and internal controls.
• Support month-end close activities, reconciliations, and reporting requests from Finance.
• Serve as the internal operational system owner, maintaining data accuracy and audit trails within the system.
• Coordinate with technical teams on integrations with Salesforce, payment processors, and accounting systems.
• Document processes related to system workflows and configuration.
• Identify opportunities to improve automation and reduce manual billing tasks.
• Serve as the primary point of contact for operational questions related to the billing system.
• Partner with Sales to ensure accurate contract-to-bill handoffs.
• Support Member Experience in resolving billing-related inquiries and escalations.
• Work with Finance to ensure accurate reporting and reconciliation.
• Communicate clearly with internal stakeholders regarding billing timelines and updates.
• Track operational KPIs such as billing accuracy, collections status, refunds, and dispute trends.
• Prepare recurring operational reports for leadership.
• Analyze recurring billing issues and recommend practical process improvements.

Billing Operations, Systems Manager

• Facilitate the successful onboarding of members to the coaching program
• Use a data-driven approach to select coaches for each member
• Respond to member and coach inquiries in a timely fashion
• Collect, analyze, and distribute member feedback
• Aid in scheduling of sessions as needed
• Reports on metrics associated with the coaching program, including timing and volume of sessions

Exec Coaching Operations Associate

Sales

• Own and close a monthly new business quota, consistently driving high ASP outcomes
• Lead virtual consultations with senior women leaders (C-suite & C-1)
• Actively vet leads during the virtual consultation process using Chief’s membership criteria
• Run a disciplined, data-driven pipeline in Salesforce with clear forecasting and next steps
• Proactively manage follow-up cadence to shorten sales cycles and increase conversion
• Partner cross-functionally to improve funnel efficiency, retargeting efforts, and conversion rates
• Identify trends in objections, buying signals, and deal blockers to continuously refine the sales motion

Membership Manager, B2C Sales

Marketing

• Own the successful launch and ongoing promotion of new products
• Craft compelling value propositions and messaging
• Develop and execute integrated marketing strategies
• Manage complex projects and develop processes
• Oversee company-wide strategic communications calendar
• Optimize lifecycle marketing