Chief of Staff

PracticeTek•San Diego, CA
•$165,000 - $175,000

About The Position

PracticeTek is seeking a Chief of Staff to serve as a strategic operating partner to the CEO and a force multiplier for the Executive Leadership Team (ELT). The role involves strengthening alignment, decision-making, and accountability within the ELT to ensure they operate as a cohesive team focused on enterprise success. The Chief of Staff will drive operating discipline and execution by owning the executive operating cadence, translating priorities into clear decisions and measurable outcomes, and synthesizing financial and operating performance into actionable insights. This position will also connect strategy across the enterprise by partnering with executives on critical initiatives, identifying cross-functional dependencies, and removing barriers. Additionally, the Chief of Staff will facilitate organizational change by helping the CEO and ELT navigate complexity and support adoption of strategic and organizational changes. A key aspect of the role is supporting CEO, Board, and Investor effectiveness through coordination of preparation, delivery of financial analyses and strategic narratives, and drafting executive communications. The Chief of Staff will also lead urgent cross-functional issues and special projects requiring discretion and rapid execution.

Requirements

  • 5+ years of progressive experience in investment banking, management consulting, private equity, corporate strategy, strategic finance, or high-impact operating roles.
  • Demonstrated success in demanding environments requiring exceptional analytical rigor, sound judgment, executive-level communication, and ownership of complex business problems.
  • Experience translating strategic recommendations into operational results is highly valued.
  • Bachelor's degree required.
  • Ability to see across functions, anticipate the broader implications of decisions, recognize underlying misalignment and organizational friction, and constructively challenge senior leaders to achieve better enterprise outcomes.
  • Strong analytical capabilities, including financial modeling, data reconciliation, KPI and OKR management, and executive operating cadences.
  • Ability to translate complex information into clear, actionable, board-ready recommendations.
  • Exceptional ability to build credibility with senior leaders, challenge assumptions constructively, recognize misalignment beneath surface-level agreement, and navigate complex organizational dynamics.
  • Combines intellectual curiosity, confidence, humility, and discretion with the ability to influence without formal authority.
  • Demonstrated ability to prioritize competing demands, lead organizational change, solve ambiguous problems, and deliver results under pressure.
  • Proficiency using AI tools responsibly to improve analysis, communication, and workflows.

Nice To Haves

  • Experience with automation or AI agents preferred.

Responsibilities

  • Serve as a strategic operating partner to the CEO and force multiplier for the ELT.
  • Strengthen alignment, decision-making, and accountability within the ELT.
  • Help the ELT operate as one cohesive leadership team focused on enterprise success.
  • Own the executive operating cadence, including QBRs, ELT meetings, OKRs, KPIs, and strategic planning.
  • Translate priorities into clear decisions, accountable owners, measurable outcomes, and consistent follow-through.
  • Synthesize financial and operating performance into actionable insights.
  • Partner with executives to advance critical initiatives, including annual planning, margin improvement, strategic partnerships, and organizational design.
  • Identify upstream and downstream impacts, cross-functional dependencies, and unintended consequences of decisions.
  • Remove barriers, resolve competing priorities, and ensure initiatives deliver measurable business results.
  • Help the CEO and ELT navigate organizational complexity and change by identifying execution risks, organizational resistance, communication gaps, and unclear accountability.
  • Partner with leaders to align stakeholders, support adoption, and sustain business performance through transitions.
  • Coordinate board and investor preparation, partnering with Finance and executives to deliver accurate financial analyses, clear strategic narratives, and decision-ready materials.
  • Draft executive communications, support leadership offsites and company-wide updates.
  • Lead urgent cross-functional issues or special projects requiring discretion, judgment, and rapid execution.

Benefits

  • Comprehensive health, dental, and vision coverage options
  • Wellness benefits that support lifestyle, behavioral health, and overall wellbeing
  • Flexible paid time off, sick time, and 10 company-paid holidays
  • 401(k) plan with company match
  • Culture Committee driving initiatives that spark connection, fun, and belonging
  • A workplace powered by innovation, collaboration, and energy every day
  • Bonus
  • Equity
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