Partner directly with the CEO and Chief of Staff to shape enterprise strategy, annual planning, and multi-year value creation initiatives.
Own development of monthly, quarterly, and annual board and investor materials, including narratives, analytics and executive-ready recommendations.
Ensure board and executive discussions are decision-oriented, well-framed, and grounded in data.
Track commitments, action items, and governance decisions to ensure closure and accountability.
Support enterprise-level strategic initiatives including growth planning, M&A integration, pricing, go-to-market effectiveness, and operational transformation.
Prepare executive and board materials (e.g. strategy decks, operating reviews, KPI dashboards).
Design, implement, and continuously improve the company’s operating cadence.
Conduct market, customer and competitive analyses to inform leadership decisions.
Drive execution of CEO and ELT priorities by tracking initiatives, dependencies, risks, and outcomes.
Own follow-ups from executive meetings and ensure accountability across teams.
Act as a central point of coordination for CEO-sponsored priorities, ensuring alignment across functions.
Identify and address gaps in governance, execution rigor, and management processes.
Lead or support high-visibility, cross-functional initiatives.
Build and maintain executive-level dashboards focused on growth, retention, profitability, and operational performance.
Partner with Finance and Revenue Operations to translate data into actionable insights.
Develop business cases and ROI analyses for strategic investments.

Requirements

4-8 years of experience in strategy, operations, consulting, investment banking, private equity portfolio ops, or high-growth SaaS environments.
Strong analytical and problem-solving skills; advanced Excel and PowerPoint.
Demonstrated ability to manage complex, ambiguous initiatives with multiple stakeholders.
Executive-level communication and stakeholder management skills.
High ownership mindset with strong follow-through.
MBA.
Experience in B2B SaaS, ERP, certical software, or industrial/heavy equipment markets.
Exposure to private equity-backed companies or board environments.

Benefits

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

analytical skillsproblem-solving skillsExcelPowerPointdata analysisbusiness case developmentROI analysisKPI dashboard creationmarket analysiscompetitive analysis

Soft skills

executive-level communicationstakeholder managementhigh ownership mindsetfollow-throughcoordinationdecision-oriented discussionsaccountabilitycross-functional collaborationinitiative managementexecution rigor

Certifications

MBA