Chief of Staff

Fathom

. Run the leadership team’s operating cadence, including staff meetings, OKRs, quarterly planning, and follow-through .

Posted 10/9/2026full-timeOakland • California • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in operational management, including pipeline reviews, forecasting, and reporting, while leveraging AI technologies for workflow automation. Strong analytical and writing skills are essential for effective communication with stakeholders and board members.

Highest-signal resume keywords

Operational ManagementAI-Agent AutomationWorkflow Building with LLMsAnalytical Skills in ExcelBoard Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Workflow BuildingLight ScriptingAPI ConfigurationCRM ConfigurationData AnalysisModel Building in ExcelOperational ReportingForecastingOKR ManagementProcess Design

Soft Skills

Systems-ThinkingCuriosityHigh JudgmentDiscretionBias for Action

Tools & Technologies

HubSpotClaudeInternal Data ToolsBoard DashboardsInvestor Communication Tools

Industry Keywords

BizOpsStrategyGrowth-Stage CompanyHealthcareEnterprise SaaSRevenue CycleClinical AI

About the role

Key responsibilities & impact

Run the leadership team’s operating cadence, including staff meetings, OKRs, quarterly planning, and follow-through
Own the operational backbone across go-to-market, finance, and people, including pipeline reviews, forecasting, reporting, and planning cycles
Own HubSpot and core internal tooling, including data quality, stage definitions, and leadership and board dashboards
Lead CEO special projects, including diligence, RFP responses, market analyses, and internal process design
Identify and fix operational issues as the company scales
Map internal workflows and identify opportunities for AI-agent automation
Build and deploy AI agents using Claude, HubSpot, and internal data, and own them in production
Establish standards for agent use, output review, and measurement of recovered hours and dollars
Teach and evangelize agent use across company functions
Own board meeting cadence, including agendas, materials, pre-reads, and follow-ups
Draft and refine investor updates, board decks, and ad hoc CEO communications
Track board and investor commitments through completion

Requirements

What you’ll need

4–8 years in bizops or strategy at a growth-stage company, consulting, banking, or a prior chief of staff role
Hands-on experience building workflows with LLMs and agents
Comfortable with light scripting, APIs, and CRM configuration
Strong analytical skills, including building models in Excel and extracting data
Excellent writing skills for board memos and investor updates
Systems-thinking approach and bias for action
High judgment and discretion with sensitive company, customer, and investor information
Curiosity about revenue cycle and clinical AI
Healthcare or enterprise SaaS experience is a plus

Benefits

Comp & perks

Direct exposure to how a category-leading healthcare AI company is run and grown
Mandate to rebuild company operations around AI agents
Career progression opportunities toward leading operations, a business unit, or founding a company