Chief of Staff, SaaS Technology Services (Remote or hybrid-NYC or TX)

About Us

Fieldtech is a joint venture with NFP Corp. Fieldtech is building the new operating system for financial representatives selling insurance. We replace the existing complex web of 4-7 technical solutions with a cohesive, process-oriented platform that automates manual workflows and empowers team members to focus on what they do best. We are at the beginning of our journey in reinventing the Operating System that drives $50B+ of annual revenue and in doing so, bringing insurance services into the 21st century to help bolster financial security for the nearly 40M US households who don't have sufficient coverage to thrive in times of hardship.

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com .

What's the opportunity?

Fieldtech is a SaaS Company, developed by a leading team of insurance and financial service executives and is already powering one of the nation's premier financial planning and advisory firms in the US. We have received a significant capital commitment from a strategic capital partner and as a result, are positioned with the cash, horsepower, and strategic relationships to move quickly to modernize an antiquated industry that is particularly slow to evolve. If you are energized by turning complex, labor-intensive workflows into elegant and modern technical solutions we want you on our team.

Job Summary:

The Chief of Staff is a senior-level role that supports the senior leaders in executing the company's vision, strategy, and goals. The Chief of Staff acts as a liaison between senior leadership and the internal and external stakeholders, manages cross-functional projects and initiatives, oversees the financial and operational performance of the company, and ensures compliance with relevant regulations and policies. You will also assist leadership in preparing for and facilitating meetings, presentations, and communications. The ideal candidate for this role has strong project management, communication, software navigation, and intuition skills, as well as a proven track record of providing clarity, taking action, paying attention to detail and collaborating with diverse teams. As Chief of staff you will serve on the executive team.

We are a remote-friendly company and always look forward to the potential of having teammates in our core NYC office and satellite Austin, TX office. FieldTech supports a distributed workforce so an ability to collaborate across geographies is important.

Essential Duties and Responsibilities:

• Manage and coordinate cross-functional projects and initiatives that align with the company's vision, strategy, and goals.
• Monitor and report on the financial and operational performance of the company and provide insights and recommendations for improvement.
• Ensure compliance with relevant regulations and policies and manage risk and issues escalation.
• Act as a liaison between senior leadership and the internal and external stakeholders and build and maintain positive relationships.
• Take a strategic approach in preparing for and facilitating meetings, presentations, and communications, and ensure follow-up and that action items are completed.
• Conduct research, analysis, and benchmarking on industry trends, best practices, and opportunities.
• Supports senior leadership in developing and executing the company culture.

Education and/or Experience:

• 5+ years of experience in a strategic or operational senior-level role supporting C-level executives in a SaaS or technology company is ideal
• Bachelor's degree in business, finance, engineering, or a related field; master's degree or MBA preferred. Project Management training/certificate a plus
• Experience in managing and coordinating cross-functional projects and initiatives, and delivering results within scope, budget, and timeline
• Experience in monitoring and reporting on the financial and operational performance of a company, and providing insights and recommendations for improvement
• Experience in ensuring compliance with relevant regulations and policies, and managing risk and issues escalation
• Experience in acting as a liaison between senior leadership and the internal and external stakeholders, and building and maintaining positive relationships
• Experience preparing for and facilitating meetings, presentations, and communications, and ensuring follow-up and action items are completed

Knowledge, Skills and Abilities:

• Project management: Ability to plan, execute, monitor and close, complex and cross-functional projects, and deliver results within scope, budget, and timeline.
• Communication: Exceptional ability to communicate effectively and persuasively with different audiences and stakeholders, both verbally and in writing
• Analysis: Analytical mindset with the ability to interpret data and financial reports and provide actionable insights
• Software navigation: Ability to use and learn various software tools and platforms, such as project management, accounting, financial planning and analysis, and meeting management software
• Intuition: Ability to anticipate the needs and expectations of senior leadership and the stakeholders, and to make sound and timely decisions
• Providing clarity: Ability to articulate the company's vision, strategy, and goals, and to align the projects and initiatives with them
• Affinity toward action: Ability to take initiative, prioritize, and execute tasks with a sense of urgency and accountability
• Detail-oriented: Ability to pay attention to detail and ensure the accuracy and quality of the deliverables
• Collaboration: Ability to work effectively and cooperatively with diverse teams and stakeholders, and to leverage their strengths and perspectives

What We Offer

• An opportunity to change the life insurance landscape
• An unparalleled opportunity to build something new, with lasting value, and create a working environment that helps individuals thrive professionally and personally
• A culture that promotes great relationships both inside and outside the office
• Ad hoc retreats, events, continuing education and of course, company swag

NFP, an Aon company is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $125,000 $180,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certificatio