Chief of Staff to CEO

Embarc Advisors is disrupting the middle market M&A and CFO advisory industry. Built by a former Goldman Sachs banker and McKinsey consultant who identified a gap in this underserved market. We are one of the fastest-growing firms in our space, with revenue up nearly 3x over the past three years and multiple repeated rankings on the Inc. 5000 list of America's fastest-growing private companies.

We are scaling fast, and we're doing it without sacrificing the culture that got us here.

We deliver best-in-class advisory work across M&A, transaction diligence, and strategic CFO services - partnering with lower-middle-market companies at every stage of their growth journey.

We operate as a team of elite athletes: trust-based, purpose-driven, and relentless about getting better;
Kaizen isn't a poster on the wall here, it's how we operate. EOS gives us the structure and accountability to move fast without losing alignment, and it's exactly what lets us attract driven professionals and serious clients alike.

Embarc Intro Deck here:

Title: Chief of Staff to the CEO

Job Type: Full time

Position Location: Remote with a strong preference to be located near the San Francisco area and/or the ability to undertake frequent travel to the Bay Area.

We are looking for an experienced Chief of Staff to the CEO to join our leadership team and propel our organization forward. This individual will act as an extension of the Founder / CEO and be responsible for initiating and implementing systems and plans that bring clarity to the essential components of a successful, vision-driven company.

The Chief of Staff will serve as the cohesive force within the organization, seamlessly integrating major business functions such as operations, HR talent management, marketing, and finance. This role is pivotal in translating overarching ideas into actionable plans and ensuring that daily operations align with long-term growth objectives.

A successful hire would track performance, drive accountability, expectations, and culture that enable the firm to achieve its goal.

• Strategic Planning & Execution
  • Act as the key link between the CEO and the leadership team, ensuring strategic visions are executed
  • Own the company's operating plan reviews and results and ensure progress on Weekly Scorecards, Monthly KPIs, and Quarterly Goals.
  • Create a comprehensive multi-year business plan to achieve goals, milestones, and individualized targets
  • Identify and implement key metrics for tracking, demonstrating effectiveness in metric selection and tenacity in execution based on the business plan
  • Be hands-on in enacting key changes and solving problems for the business, employees, and clients
  • Facilitate quarterly and annual planning sessions using the EOS Process
• Communication & Alignment
  • Ensure consistent messaging and alignment throughout the organization
  • Align employee motivations and incentives with Embarc's success through detailed metrics and cultural values
  • Foster a healthy, functional, and cohesive leadership team
  • Lead the senior management team, holding them accountable and removing obstacles to their success
  • Ensure adherence to core processes and create communication plans for seamless integration
• Leadership Team Collaboration & Support
  • Drive the execution of the CEO's vision by aligning all departments and holding them accountable for results
  • Oversee resource capacity planning in order to efficiently ensure all necessary roles are filled
  • Stay on top of technological advances and outsourced resources to help Embarc improve its ability to scale effectively
  • Ensure the right people are in the right seats, using the EOS tools
  • Serve as the cultural and operational anchor, fostering cross-functional alignment
  • Identify, prioritize, and resolve critical issues, demonstrating the ability to address high-impact conflicts and drive timely resolutions
  • Solve ad hoc managerial problems that arise throughout firm operations
  • Daily Operational Execution
    • Oversee daily operations and develop major operational functions and projects, ensuring alignment with strategic objectives
    • Drive consistency and scalability through process documentation and improvement
    • Report on business performance metrics and drive improvements for each department, along with crucial insights
    • Ensure alignment towards common goals and budget adherence
    • Facilitate smooth collaboration processes, ensuring predictability in leadership intervention and autonomy
    • Solve issues quickly and…