Chief of Staff, Employee Benefit Sales & Client Management

Description

• Serve as a strategic partner and execution leader to the SVP, Regional Sales & Client Management and the SVP, National Accounts Sales & Client Management
• Align priorities, advance key business initiatives, and strengthen leadership effectiveness across the organization
• Provide strategic insights, oversee performance reporting and KPI management
• Lead cross-functional efforts, and develop a team of Impact Managers focused on critical business priorities
• Play a critical part in helping shape and scale the Employee Benefits sales and client management organization
• Help create alignment, clarity, and execution discipline through a period of meaningful transition and transformation
• Ability to travel occasionally for planning meetings, leadership events, and team engagement activities

Requirements

• Bachelor's degree in Business, Finance, or a related field required
• MBA or advanced degree preferred
• Typically requires 10+ years of experience in strategy, business operations, sales operations, consulting, transformation, or related leadership roles
• Experience leading large-scale, cross-functional initiatives in a complex, matrixed environment
• Demonstrated success partnering with senior executives to drive strategic priorities and business outcomes
• Experience leading and developing teams
• Builds trust, navigates ambiguity, and influences effectively without formal authority
• Strong analytical, communication, and executive presentation skills
• Employee Benefits, insurance, or financial services experience preferred
• Prior Chief of Staff, strategy, consulting, or enterprise transformation experience preferred

Benefits

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools