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Chief of Staff

Cross Border Talents Recruiting Ltd

About the job Chief of Staff


About the Company

Our client is building one of America's leading AI-powered financial wellness platforms, helping consumers build, manage, and grow their financial lives through intelligent, AI-driven financial guidance. As the company scales rapidly, they're looking for a highly analytical operator to work directly with senior leadership and help build the operational and data foundations that drive every major business decision.
  • Location: United States (Remote) | (hybrid work from Phoenix, AZ preferred)
  • Employment Type: Full-time
  • Level: Mid-Senior Level
  • Work Authorization: Required for USA
About the Role

This isn't a traditional Chief of Staff or project coordination role.

We're looking for a strategic operator with exceptional analytical depth who can combine business strategy, data analysis, AI adoption, and operational execution. You'll partner directly with senior leadership to optimize decision-making, improve company operations, and build the infrastructure needed to support the next stage of growth.

What You'll Do
  • Own and improve the company's data operations, tooling, and reporting infrastructure
  • Drive AI adoption across the business by identifying high-impact automation opportunities
  • Improve operational processes across Finance, Product, Marketing, and Data teams
  • Partner directly with executive leadership on strategic priorities and company initiatives
  • Build investment-style analyses, executive briefings, and board-ready presentations
  • Manage planning cycles, OKRs, and cross-functional execution
  • Identify operational bottlenecks and drive solutions independently
  • Partner with Finance and Data teams to monitor business performance and support data-driven decision-making
Who We're Looking For
  • 2-3 years of experience in Investment Banking, Private Equity, Financial Analysis, Business Operations, Strategy, or another highly analytical role
  • Experience within high-growth SaaS, FinTech, or consumer technology companies is highly preferred
  • Strong hands-on experience working with large datasets
  • Proficiency with SQL and Python for data analysis
  • Strategic mindset with strong business acumen
  • Experience using AI tools to improve workflows and operational efficiency
  • Excellent communication and presentation skills
  • High ownership, strong execution, and problem-solving abilities
  • Based in the United States (hybrid work from Phoenix, AZ preferred)
Nice to Have
  • Consumer FinTech experience
  • Previous Chief of Staff or Business Operations experience
  • Experience creating board presentations or investment memos
  • Experience implementing AI-powered business solutions
  • Experience working directly with founders or executive leadership
What We Offer
  • Competitive salary + meaningful equity
  • Flexible hybrid / remote work environment
  • Health, dental, and vision insurance
  • Unlimited PTO
  • High-impact role working directly with company leadership
  • Opportunity to shape the operational strategy of a fast-growing AI company

If you're a data-driven operator who enjoys turning strategy into execution and wants to build alongside an ambitious AI-driven company, we'd love to hear from you...
Vacancy posted 2 days ago
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