Chief of Staff and Strategic Planning

Job Summary: As Workato’s Chief of Staff, you will directly report to our CEO and play a critical role in driving strategic initiatives, facilitating executive operations, and fostering cross-functional collaboration. We are seeking a sharp, strategic thinker with exceptional operational horsepower, proven ability to connect with and influence stakeholders and a seasoned understanding of organizational dynamics and customer and market landscape. As a trusted advisor to the CEO and executive team, you will support and facilitate alignment, operational accountability of company-wide initiatives, and effective communication across the organization. The ideal candidate will be based in the Bay Area and work out of the Palo Alto office, minimum three days a week. 

The impact you will make:

1. Strategic Initiative Execution:
• Develop a strong understanding of established initiatives that impact customer adoption and value realization
• Effectively collaborate with cross-functional teams and influence stakeholders within and outside the company with determination and focus on successful execution
• Develop and implement operating mechanisms to ensure alignment and accountability.
2. Vision, Methods, and Targets (VMTs): (Workato’s version of OKRs and framework for articulating company vision, key goals/metrics and methods of achieving them)
• Form a deep comprehension of Workato’s company-level Targets and partnership with all responsible parties 
• Articulate and manage Target timelines, milestones, and critical paths defined by department and executive leaders 
• Identify and mitigate risks, resolve dependencies, and unblock progress
• Track the progress of strategic metrics for company-level Targets
• Surface key market or customer insights to support execution of company-level Targets 
• Distill and synthesize strategic discussions into actionable plans
3. Executive Leadership and Support:
• Act as a trusted counsel to executive leaders, providing insights on customer outcomes and operations to support with key decisions
• Monitor and support content development for executive presentations
• Manage executive leadership meetings in partnership with the EA team, including agenda formulation, discussion guidance, and follow-up on action items
• Support company-wide internal communications in partnership with existing teams
4. Operational Cadence:
• Closely partner with the executive leaders on the company's annual strategic planning and operating calendar
• Facilitate weekly executive operations syncs and executive team meetings
• Oversee bi-weekly company All Hands meetings and quarterly leadership forums
• Own the preparation for and execution of quarterly board meetings and communications

You’d be amazing in this role because you have:

• 7+ years of proven experience as a VP of Strategic Planning and Operations, a Chief of Staff, or a similar role in a high-growth technology company
• Successful track record in taking a long-view, strategic framework development of organization wide initiatives including org design & culture, OKR / VMT, revenue and customer growth, process & policy controls 
• Experience in developing and implementing practical and methodical operating mechanisms to ensure alignment and accountability
• Ability to distill complex discussions into actionable plans and drive execution
• Strong program management skills with the ability to manage multiple initiatives simultaneously
• Excellent communication and interpersonal skills, with the ability to quickly build trust,  influence and collaborate with stakeholders at all levels
• A deep and strategic understanding of customer and market landscape & organizational dynamics
• Exceptional attention to detail, bringing gravitas to executive leadership team towards an aligned execution mode