Chief of Staff
- Facilitate strategic planning processes (annual, quarterly) to drive OKRs, track execution, and ensure alignment across business units
- Project manage key initiatives such as RLD 2030, board meeting preparation, and core week planning
- Create and manage company-wide scorecards and operating cadences to optimize performance and communication
- Lead and streamline internal communications, executive memos, and content preparation for board and partner meetings
- Conduct deep-dive analysis to support high-level decision making with synthesized insights and recommendations
- Experience in consulting, business operations, investment banking, or a Chief of Staff role—ideally in a SaaS or high-growth company
- Proven success in driving cross-functional initiatives and managing multiple executive-level priorities in a fast-paced environment
- In-depth knowledge of how to build scalable processes, facilitate executive-level communications, and manage strategic planning cycles
- Ability to commute to Chicago several times a week and be in-office during Core Weeks, Board Meetings, or critical planning sessions
- Sincere interest in healthcare, innovation, and executive leadership operations
- A knack for working collaboratively across departments and independently executing on high-priority, complex projects with precision
- Strategic Planning & Execution Support:
- Facilitate the annual and quarterly strategic planning processes, ensuring alignment across departments and clear articulation of objectives and key results (Rocks).
- Project Manage the RLD 2030 strategic planning and review process
- Maintain the Operating Cadence of the business ensuring efficiency, clarity, and optimization. This includes management of the Company Corporate Calendar
- Monitor the progress of strategic initiatives, identifying potential roadblocks and proactively working with relevant teams to ensure timely execution.
- Prepare comprehensive reports and presentations for executive leadership, board meetings, and external stakeholders, distilling complex information into clear, actionable insights.
- Design, preparation and oversight of coordination of our Board Meetings and Key Partner meetings
- Operational Efficiency & Process Optimization:
- Create, facilitate, and manage monthly and quarterly scorecard process across all functions, regions, and business segments.
- Identify opportunities to streamline internal processes, improve cross-functional collaboration, and enhance overall organizational efficiency.
- Work with Executive Leadership Circle to design and implement scalable operational frameworks and best practices to support company growth.
- Manage critical projects from inception to completion, ensuring meticulous attention to detail and adherence to timelines.
- Identifies opportunities to streamline delivery workflows by eliminating redundancies and applying continuous improvement principles with disciplined execution focus across portfolios.
- Communication & Information Flow:
- Act as a central point of contact and communication hub between the CEO and various internal and external stakeholders.
- Prepare executive communications, presentations, and internal memos, ensuring clarity, conciseness, and alignment with the executive's voice and vision.
- Manage the executive's priorities, meeting agendas, and follow-up actions, ensuring effective time management and decision-making in partnership with the Executive Assistant.
- Analytical Insight & Problem Solving:
- Conduct deep-dive analysis on various business challenges, market trends, and operational data to provide data-backed recommendations.
- Identify critical issues and proactively propose solutions, often involving complex data sets and cross-functional input.
- Support decision-making by providing timely, accurate, and relevant information.
- Synthesis complex project information from multiple sources, creating comprehensive portfolio insights and strategic reports that support decision-making for steering committees and senior leadership audiences.
- Extracts meaningful insights from complex delivery datasets using analytical techniques to uncover patterns and trends that inform portfolio decisions and performance.
- Special Projects & Initiatives:
- Lead and manage ad-hoc strategic projects as assigned by the executive, which may span across different functional and regional teams.
- Represent the executive in various internal and external meetings, committees, or events as needed.
- Bachelor’s degree in business administration, Finance, Economics, Healthcare Management, or a related analytical field.
- 5+ years of experience in a highly analytical role such as consulting, investment banking, business operations, project management, or a previous Chief of Staff role.
- Proven experience in a fast-paced, high-growth environment, ideally within the SaaS sector.
- Demonstrated analytical prowess: Ability to quickly grasp complex concepts, synthesize information, and draw insightful conclusions from data.
- Exceptional process orientation and attention to detail: Meticulous in planning, execution, and follow-up, ensuring nothing falls through the cracks.
- Strong project management skills with a track record of successfully driving initiatives to completion.
- Outstanding communication skills (written and verbal), with the ability to articulate complex ideas clearly and concisely to diverse audiences.
- Very proficient in data analysis tools (e.g., Excel, SQL, BI tools) and presentation software (e.g., PowerPoint, Tableau, Google Slides).
- Ability to work independently and collaboratively in a dynamic, rapidly changing environment.
- Master's degree (MBA or equivalent).
- Experience within the healthcare industry or healthcare technology.
- Experience working directly with C-level executives within Private Equity backed businesses.
- Ideally based in Chicago
- Working with August or Paul S to build out the agenda for the week
- Send out all the meeting invites after confirming the attendees
- Send out the joining instructions (where to stay, start times, logistics, agenda)
- Book the social events (partner with Kate Z in NAM and Sabina in UK). Often arranging for payment of the social events
- Manage the drinks and refreshments (breakfasts / lunches etc)
- Set up the meeting spaces
- Chase up the content for each session from the session owners and distribute
- Ad hoc requests, examples include ordering Books for the SLT like Reset, or Badges for the event
- Agree agenda with CEO and Investors
- Agree location and dates (rolling 12 months in advance) of Boarding with CEO and investors
- Coordinate internal content with relevant ELC member – chase up content, review content, format content, pre reads with CEO
- [CEO normally distributes the content c.48 hours in advance]
- Ensure that printing and binding is completed before the meeting
- Ensure Board dinner is coordinated
- In the Board meeting ensure AV/VC equipment works, present the slides, move the slides.
- Record the minutes for the Board meeting.
- Send out the invitations to the FA/TA working groups
- Agree agenda with CEO
- Coordinate internal content with relevant ELC member – chase up content, review content, format content, pre reads with CEO
- Distribute the content to attendees at least 48 hours in advance
- Ensure that printing and binding is completed before the meeting
- Ensure room and refreshments are booked
- In the meeting ensure AV/VC equipment works, present the slides, move the slides.
- Record the minutes and actions of the meetings
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