Chief of Staff

Position Overview

The Chief of Staff serves as a trusted advisor and strategic partner to the Chief Executive Officer, operating as an extension of the CEO's office and helping drive organizational alignment, execution, and accountability across the business.

This role sits at the center of the organization and plays a critical part in ensuring that strategic priorities are effectively translated into measurable outcomes. The Chief of Staff will partner closely with the CEO and Executive Leadership Team to establish priorities, coordinate cross-functional initiatives, drive operational discipline, and maintain focus on the company's most important objectives.

The position requires an individual who can seamlessly operate at both strategic and tactical levels. Success in the role demands strong business judgment, exceptional organizational capability, executive presence, and the ability to influence outcomes across all levels of the organization.

The Chief of Staff will serve as a force multiplier for the CEO, helping ensure that the organization remains aligned, focused, and executing effectively during a period of continued growth and evolution.

Key Responsibilities

Strategic Planning & Execution

• Partner with the CEO and Executive Leadership Team to translate strategic objectives into actionable operating plans with clearly defined ownership, timelines, and measurable outcomes.

• Lead and coordinate cross-functional strategic initiatives that support the organization's growth objectives.

• Monitor progress against strategic priorities and proactively identify risks, dependencies, and execution challenges.

• Establish mechanisms that improve organizational focus, transparency, and accountability.

• Continuously evaluate priorities to ensure resources remain aligned with the company's highest-impact initiatives.

• Support annual planning, quarterly business reviews, and long-range strategic planning efforts.

Executive Leadership Team Operations

• Manage the operating cadence of the Executive Leadership Team.

• Structure and facilitate executive meetings, planning sessions, leadership off-sites, and business reviews.

• Ensure decisions are translated into action plans with clear accountability and follow-through.

• Track organizational commitments and provide visibility into progress against key objectives.

• Improve communication and alignment across leadership functions.

Organizational Performance & Accountability

• Help establish and reinforce a metrics-driven operating culture.

• Develop and monitor key performance indicators that support strategic decision-making and operational effectiveness.

• Create reporting frameworks and executive dashboards that provide meaningful visibility into business performance.

• Partner with department leaders to monitor progress against goals and identify opportunities for improvement.

• Identify operational inefficiencies and implement scalable solutions that improve execution and organizational effectiveness.

CEO Partnership & Executive Support

• Serve as a trusted advisor and thought partner to the CEO.

• Prepare the CEO for board meetings, executive presentations, investor discussions, strategic planning sessions, and key stakeholder engagements.

• Synthesize complex information into concise recommendations and actionable insights.

• Conduct research and analysis on strategic opportunities, market trends, competitive developments, and business initiatives.

• Represent the CEO on select projects and initiatives as required.

• Provide ongoing visibility into organizational health, emerging challenges, and areas requiring executive attention.

Cross-Functional Leadership

• Build strong working relationships throughout the organization.

• Facilitate collaboration across departments to ensure alignment and effective execution.

• Help resolve organizational bottlenecks and remove barriers to progress.

• Support organizational change initiatives and business transformation efforts.

• Foster a culture of accountability, ownership, and continuous improvement.

Technology, Innovation & AI

• Maintain a strong understanding of emerging technologies, including Artificial Intelligence and automation.

• Identify opportunities to leverage technology to improve productivity, decision-making, and operational performance.

• Partner with leaders across the organization to evaluate and implement technology-enabled solutions.

• Stay informed on industry trends and emerging innovations that may create competitive advantages.

Qualifications

Professional Experience

• 9+ years of experience within strategy, operations, management consulting, investment, private equity, venture-backed technology companies, fintech organizations, or related environments.

• Experience working directly with a CEO, founder, executive leadership team, board of directors, or senior operating executives.

• Demonstrated success leading complex, cross-functional initiatives from concept through execution.

• Experience within high-growth SaaS, FinTech, payments, technology, or similarly dynamic business environments.

• Exposure to organizations experiencing rapid growth, operational scaling, organizational transformation, or increasing complexity.

• Proven ability to drive measurable business outcomes through influence, execution, and leadership.

Strategic & Operational Expertise

• Strong ability to convert high-level strategy into actionable plans and measurable results.

• Exceptional organizational, project management, and program management capabilities.

• Experience building structure and driving execution in ambiguous and rapidly changing environments.

• Strong analytical and quantitative skills with the ability to leverage data and metrics to guide decision-making.

• Demonstrated ability to identify operational inefficiencies and implement practical solutions.

• Experience developing operating rhythms, performance frameworks, and accountability systems.

Leadership & Communication

• Outstanding written, verbal, and executive communication skills.

• Exceptional interpersonal skills and executive presence.

• Ability to influence and align stakeholders without direct authority.

• Strong facilitation and relationship-building capabilities.

• High emotional intelligence, sound judgment, and professional maturity.

• Ability to communicate complex business concepts clearly and effectively.

Professional Profile

The ideal candidate is a highly capable operator with exceptional execution skills, strong business acumen, and strategic instincts. This individual possesses the ability to quickly absorb complex information, identify critical priorities, and drive meaningful outcomes across the organization.

The successful candidate is equally comfortable participating in executive-level strategic discussions and engaging in the operational details required to ensure successful execution. They bring structure to ambiguity, remain composed under pressure, and consistently demonstrate sound judgment in dynamic environments.

This individual combines intellectual curiosity with practical execution and is motivated by solving challenging business problems while helping organizations scale effectively.

Key Attributes

• Highly organized and detail-oriented

• Strategic thinker with exceptional execution capability

• Strong bias toward action and results

• Pragmatic and solutions-focused

• Low ego and highly collaborative

• Resilient and adaptable in fast-paced environments

• Strong ownership mentality and accountability

• Naturally proactive and forward-thinking

• Comfortable challenging assumptions and driving alignment

• High degree of professionalism, discretion, and integrity

• Skilled at balancing empathy with accountability

Why Join This Opportunity

• This role offers a unique opportunity to work directly alongside the Chief Executive Officer and Executive Leadership Team of a well-funded, high-growth financial technology company during a pivotal stage of its evolution.

• The Chief of Staff will gain unparalleled exposure to executive decision-making, strategic planning, operational leadership, and organizational development while helping shape the future direction of the business. The position offers broad visibility across the organization and the opportunity to influence initiatives that have a meaningful impact on company performance and long-term growth.

• For professionals who enjoy operating at the intersection of strategy and execution, solving complex business challenges, and partnering closely with senior leaders, this role provides a rare opportunity to contribute at the highest levels of the organization while building a foundation for future executive leadership opportunities.

• The successful candidate will play a significant role in helping the organization scale, strengthen operational effectiveness, and continue its trajectory as an innovative and growing leader within the financial technology sector.

About Solutions by Text

Solutions by Text (SBT) was founded with the mission to deliver impactful conversational messaging and convenient payment solutions. Built on wireless carrier industry best practices, SBT is the only compliance-first provider of enterprise texting solutions in the market. More than 1,400 consumer finance organizations, including leading brands in auto finance, banking and lending, trust SBT to ensure convenient, effective, and compliant relationships with their millions of consumers. SBT is headquartered in Dallas, TX  with remote teams and offices throughout the United States.