Chief of Staff to the CEO

About Embarc Advisors

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:

Role Overview

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.

Key Responsibilities:

• 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 effectively, fostering a culture of problem-solving

Key Competencies & Characteristics:

• Strong strategic thinking and execution capabilities in a fast-paced, dynamic, and entrepreneurial environment
• High emotional intelligence with excellent interpersonal and communication skills
• Willingness to develop a deep understanding of Corporate Development, M&A and Investment Banking workflows, Strategic Finance requirements, client service, and Business Development cycles
• Exceptional organizational and leadership skills, modeling a mission-driven and hard-working attitude to inspire the firm
• Disciplined, focused, and results-driven, yet creative in finding solutions and metrics for continued improvement and target achievement

Experience & Qualifications:

• Proven experience in a COO, Chief of Staff, General Manager, or similar leadership role
• Strong track record of operational, organizational, and team leadership excellence
• Detail-oriented and process-focused with strong financial acumen
• Proven ability to resolve conflicts and make tough decisions
• Bachelor's or Master's degree in finance, economics, social science, mathematics, or business preferred

Success Metrics:

• Leadership team performance and accountability
• Achievement of Rocks and business goals
• Operational efficiency and consistency
• Healthy company culture and team alignment
• Clear communication and execution of the Visionary's direction

Embarc and EOS:

Embarc operates according to the EOS® (Entrepreneurial Operating System) platform. We use a proven set of tools and processes to create clarity, accountability, and traction across our entire organization. EOS helps us align around a shared vision, track measurable progress, solve issues quickly, and ensure that the right people are in the right seats. Our team meets regularly using structured meeting cadences and operates with a strong emphasis on transparency, ownership, and results. To learn more about EOS®, click here.

Why Join The Embarc Team?

Diverse experience is a hallmark of the Embarc experience: we work across a broad range of project types, including M&A, transaction diligence, and strategic CFO advisory.

We offer:

• A dynamic environment of a fast-growing startup, allowing you to make a significant impact across all aspects of our organization
• High-octane experience of an advisory firm
• Opportunity to work with highly skilled individuals from diverse backgrounds
• Exposure to startup environments, at the senior management level, without the inherent risk of "putting all of your chips" on a single startup
• A tight-knit culture, focused on fostering psychological safety and taking 100% responsibility
• The opportunity to share on the upside
• 100% remote work

Our benefits include:

• Competitive compensation, plus a semi-annual performance bonus
• 401(k) with a 3% employer contribution after one year
• Full medical, dental, and vision benefits
• Unlimited vacation time
• Paid sick leave
• Short-term disability insurance
• Three team offsites per year, for connecting, recharging, and growing together