Chief of Staff to the CCO

Posted 2 Days Ago
Hiring Remotely in United States
Remote or Hybrid
Senior level
Consulting • Financial Services
The Role
The Chief of Staff to the CCO will drive commercial initiatives, manage executive operations, and enhance revenue analytics while fostering cross-functional partnerships.
Summary Generated by Built In

Chief of Staff to the Chief Commercial Officer (CCO)  

We are seeking a highly strategic and execution-oriented Chief of Staff to partner closely with the Chief Commercial Officer (CCO) in driving the firm’s commercial priorities and go-to-market initiatives. This individual will play a critical leadership role in helping scale and operationalize the firm’s commercial function by driving cross-functional initiatives, managing executive operating cadence, and enhancing visibility into key revenue and pipeline metrics. 

This role can be based in New York, Boston, or San Francisco. 

The ideal candidate will bring a combination of strategic thinking, operational rigor, executive presence, and analytical capabilities. This role is best suited for a proactive leader who thrives in fast-paced, high-growth professional services environments and is comfortable influencing across senior stakeholders and multiple business functions. 

Key Responsibilities: 

  • Commercial Initiative Leadership: Own and drive execution of the CCO’s commercial initiative portfolio, ensuring alignment across stakeholders, visibility into progress, and accountability against strategic priorities.  

  • Executive & Operating Rhythm Management: Manage the operating cadence for the Office of the CCO, including executive briefings, leadership meeting preparation, weekly priorities, and follow-through on key action items and initiatives.  

  • Revenue Analytics & Reporting: Partner closely with Finance and commercial leadership to develop and distribute recurring revenue analytics, pipeline reporting, go-to-market dashboards, and executive-level business updates.  

  • Commercial Operations & Infrastructure: Help oversee and improve the firm’s commercial operations infrastructure, including pipeline governance, Salesforce reporting, go-to-market processes, and reporting consistency across the business.  

  • Cross-Functional Program Leadership: Lead and coordinate strategic commercial programs and initiatives across markets, industry groups, and leadership teams, ensuring alignment and execution against firm objectives.  

  • Stakeholder Partnership & Executive Presence: Serve as a trusted advisor and proxy for the CCO in leadership meetings, working sessions, and cross-functional initiatives. Build strong relationships across senior leadership, practice leaders, and market teams.  

  • AI & Commercial Innovation: Partner with internal stakeholders to drive adoption of AI-enabled tools, workflows, and content acceleration initiatives designed to improve commercial effectiveness and operational efficiency.  

  • Process Improvement & Organizational Effectiveness: Identify opportunities to improve communication, coordination, reporting, and operational scalability across the commercial organization.  

Qualifications & Experience: 

  • Bachelor’s degree in Business, Finance, Strategy, Marketing, or related field; advanced degree preferred.  

  • Seven to ten plus years of experience in strategy, operations, consulting, commercial operations, finance, or Chief of Staff-related roles.  

  • Prior experience within professional services, consulting, advisory, or other high-growth B2B environments strongly preferred.  

  • Demonstrated ability to manage complex cross-functional initiatives and drive execution across multiple stakeholders.  

  • Strong analytical, financial, and operational problem-solving capabilities.  

  • Advanced proficiency in Excel, PowerPoint, Salesforce, and reporting/dashboard tools.  

  • Exceptional communication, organizational, and executive presentation skills.  

  • Proven ability to influence senior stakeholders and operate effectively within matrixed organizations.  

  • Highly proactive, adaptable, and comfortable operating in fast-paced environments with shifting priorities. 

  • Candidate should be based in New York, Boston, or San Francisco. 

Skills Required

  • Bachelor's degree in Business, Finance, Strategy, Marketing, or related field; advanced degree preferred.
  • Seven to ten plus years of experience in strategy, operations, consulting, commercial operations, finance, or Chief of Staff-related roles.
  • Prior experience within professional services, consulting, advisory, or other high-growth B2B environments strongly preferred.
  • Demonstrated ability to manage complex cross-functional initiatives and drive execution across multiple stakeholders.
  • Strong analytical, financial, and operational problem-solving capabilities.
  • Advanced proficiency in Excel, PowerPoint, Salesforce, and reporting/dashboard tools.
  • Exceptional communication, organizational, and executive presentation skills.
  • Proven ability to influence senior stakeholders and operate effectively within matrixed organizations.
  • Highly proactive, adaptable, and comfortable operating in fast-paced environments with shifting priorities.
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The Company
HQ: Boston, MA
916 Employees
Year Founded: 2000

What We Do

CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include: » Technical Consulting » Interim Management » Corporate Tax » Private Equity Services » Valuation » Robotic Process Automation (RPA)

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