Chief of Staff

PracticeTek • San Diego, CA

1d

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). This role is crucial for strengthening alignment, decision-making, and accountability within the ELT, ensuring they operate as a cohesive unit focused on enterprise success. The Chief of Staff will drive operating discipline, own the executive operating cadence, and translate priorities into clear decisions with accountable owners and measurable outcomes. They will also connect strategy across the enterprise by partnering with executives on critical initiatives, identifying cross-functional dependencies, and removing barriers. Additionally, this role will facilitate organizational change, support CEO, Board, and investor effectiveness by coordinating preparation and delivering accurate analyses, and lead urgent cross-functional issues or special projects. PracticeTek is a leading retail-healthcare tech provider aiming to revolutionize healthcare practices effortlessly, offering a comprehensive suite of solutions to over 40,000 clinics worldwide.

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; experience with automation or AI agents preferred.

Nice To Haves

• Experience with automation or AI agents.

Responsibilities

• Serve as a strategic operating partner to the CEO and force multiplier for the ELT.
• Strengthen alignment, decision-making, and accountability by proactively identifying unresolved disagreements, superficial alignment, competing priorities, and unhealthy departmental friction.
• 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 that help leaders anticipate risks and make better decisions.
• 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, and 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 eligibility
• Potential for equity

What This Job Offers

• Job Type: Full-time
• Career Level: Senior