Chief of Staff to CCO

HealthEquity
Remote

About The Position

The Chief of Staff (CoS) to the Chief Customer Officer (CCO) and Customer Leadership Team is a senior leadership force multiplier—amplifying impact, accelerating decision-making, and elevating the operating rhythm of the Customer Organization. As a strategic advisor and operating-model architect, the Chief of Staff brings structure to complexity, drives tighter alignment, and ensures disciplined execution at scale. This role toggles seamlessly between enterprise strategy and hands-on delivery, converting vision into sustained results and enabling the organization to move faster, with greater clarity and cohesion.

Requirements

  • Bachelors degree in Business, Strategy, Operations, Communications, or a related field required.
  • 10+ years of experience in strategy, operations, consulting, transformation, or general management roles.
  • Demonstrated success supporting and influencing senior executives and driving cross‑functional execution in complex environments.
  • Exceptional strategic thinking is paired with strong execution discipline.
  • Ability to operate with authority and influence without formal leadership.
  • Executive‑level communication skills—clear, concise, and persuasive.
  • Strong analytical ability and comfort operating in ambiguity.
  • High emotional intelligence, sound judgment, and discretion with sensitive information.
  • Proven ability to bring order, clarity, and momentum to ambiguous, complex environments.

Nice To Haves

  • Master’s degree (MBA or equivalent) preferred.

Responsibilities

  • Partner with the EVP & CCO to shape, prioritize, and advance the Customer Organization’s strategic agenda.
  • Translate Customer Organization strategy into clear operating plans, outcomes, milestones, and accountable owners.
  • Maintain continuous transparency into progress, risks, interdependencies, and decision needs across priority initiatives.
  • Lead cross functional execution of CCO sponsored initiatives, ensuring momentum, accountability, and delivery.
  • Architect and run the Customer Leadership Team operating cadence, including agendas that drive decisions, effective pre‑reads, and disciplined follow‑through.
  • Strengthen alignment on priorities, tradeoffs, and outcomes across leaders.
  • Serve as an integrator reducing friction, resolving ambiguity, and increasing cohesion across the leadership team.
  • Ensure the CCO’s time is focused on the highest‑value strategic work by improving decision quality and readiness.
  • Prepare concise, decision‑ready materials that synthesize insights, options, risks, and recommendations.
  • Represent the CCO's perspective functionally to advance decisions and execution, escalating when necessary.
  • Serve as connective tissue across Product, Technology, Sales, Finance, Legal, Operations, Communications, and People partners.
  • Anticipate issues early, surface risks proactively, and drive resolution across organizational boundaries.
  • Ensure customer insights, performance metrics, and experience signals are incorporated into enterprise plans and decisions.
  • Identify recurring coordination, escalation, and decision friction—and convert that work into durable operating infrastructure, including Clear decision rights and ownership models Escalation paths Governance forums and operating cadences Visibility and accountability mechanisms
  • Treat excess reliance on the Chief of Staff as a diagnostic signal and systematically design those gaps out of the organization
  • Leverage data, AI, and automation to reduce coordination load and increase execution throughput (e.g., dashboards, workflow automation, closed‑loop follow‑through).

Benefits

  • performance-based incentives
  • restricted stock units
  • Medical, dental, and vision
  • HSA contribution and match
  • Dependent care FSA match
  • Uncapped paid time off
  • Paid parental leave
  • 401(k) match
  • Personal and healthcare financial literacy programs
  • Ongoing education & tuition assistance
  • Gym and fitness reimbursement
  • Wellness program incentives
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