Strategy & Operations Associate

Forter

7h • $168,000 - $193,000 • Hybrid

About The Position

Reporting to Forter's Chief of Staff, the Associate, Strategy & Operations will serve as a force-multiplier for the Chief of Staff function — driving execution of high-priority cross-functional initiatives, maintaining the operational cadences that keep the leadership team aligned, and supporting the preparation of key moments such as board meetings and quarterly offsites.
This is a high-visibility, high-impact role designed for someone who combines sharp analytical thinking with strong execution discipline. You'll work across the entire business, partner directly with senior leaders, and build the operational muscle to grow into roles of increasing strategic scope over time.

Requirements

• MBA with 2+ years of experience in management consulting, investment banking, or a similar high-output analytical environment. Experience in a tech or high-growth company is a plus.
• Strong project management skills — you know how to break down complex initiatives, build plans, and keep multiple workstreams moving simultaneously.
• Exceptional organizational skills and attention to detail, with the ability to manage competing priorities without letting things fall through the cracks.
• Sharp analytical and structured thinking skills; comfortable turning ambiguous questions into clear frameworks or recommendations.
• Excellent written and verbal communication skills, including the ability to create crisp, polished presentations and written materials for an executive audience.
• Low ego, high ownership. You're comfortable doing whatever it takes — from strategic analysis to logistical coordination — to make the people you support successful.
• Naturally collaborative and cross-functional; you build trust quickly and have experience working effectively with senior leaders across the departments.

Nice To Haves

• Experience in a tech or high-growth company is a plus.

Responsibilities

• Drive strategic projects: Support end-to-end execution of high-priority, ad hoc strategic projects on behalf of the Chief of Staff and President, managing scope, timelines, and stakeholder coordination from kickoff through completion.
• Build execution infrastructure: Develop and maintain structured tracking systems (e.g., project plans, dashboards, status trackers) to provide the Chief of Staff and leadership team with clear visibility into initiative progress and blockers.
• Coordinate across the business: Work across Sales, Product, Finance, Marketing, and other functions to surface dependencies, align on priorities, and unblock execution, serving as a connective layer between teams.
• Identify and escalate blockers: Quickly diagnose obstacles slowing down key workstreams and surface proposed solutions to the Chief of Staff, with a bias toward action.
• Support leadership cadences: Support the Chief of Staff in maintaining the operating rhythm of the leadership team, including preparing materials, pre-reads, and follow-up summaries for key meetings.
• Track and close action items: Track action items and commitments coming out of management meetings and offsites, following up with owners to ensure completion and escalating where needed.
• Improve operating processes: Identify opportunities to improve how the leadership team operates — from meeting formats to reporting templates — and build scalable processes where gaps exist.
• Coordinate board prep logistics: Support coordination of quarterly board meeting preparation — working with management team members to collect inputs, consolidate content, and ensure materials are accurate, consistent, and on schedule.
• Standardize presentation frameworks: Help develop and enforce a standardized structure for how leaders present projects and goals, ensuring consistency in content and format across the board deck and other executive communications.
• Support dry runs and follow-up: Assist with organizing dry run sessions and managing follow-up after board meetings, including tracking decisions and action items.
• Plan and execute offsites: Partner with the Chief of Staff to plan and execute quarterly leadership offsites — building detailed agendas with clear objectives, coordinating logistics with executive assistants, and preparing materials.
• Facilitate productive sessions: During offsites, support facilitation by tracking time, capturing notes, and ensuring discussions move toward concrete decisions and outcomes.
• Document and distribute outcomes: Produce clear post-offsite summaries documenting key takeaways, decisions, and follow-up plans, and distribute these to all participants with assigned owners and timelines.
• Support strategic decision-making: Conduct structured research and analysis to support the Chief of Staff and President on strategic questions — synthesizing findings into clear, concise frameworks or recommendations.
• Create executive-ready materials: Build slide decks, memos, and briefing documents that distill complex information for senior leadership audiences.

Benefits

• Competitive salary
• Restricted Stock Units (RSUs)
• Matching 401K Plan
• Comprehensive and generous health insurance, including vision and dental coverage
• Home office allowance
• Generous PTO policy
• Half day Fridays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees