Chief of Staff

• Own how key initiatives progress by maintaining the master view of milestones, owners, dependencies, risks, and decision points.
• Run the cadence that keeps initiative tracking current and honest.
• Drive work forward across the Leadership Team without direct authority by pursuing commitments, surfacing slippage, and clearing cross-functional obstacles.
• Represent the CEO and carry his intent into relevant decisions and work.
• Prepare the CEO for Leadership Team meetings, Board sessions, investor conversations, and key external meetings.
• Design and run the operating rhythm for Leadership Team meetings, quarterly reviews, and offsites.
• Create agendas, pre-reads, captured decisions, and closed actions.
• Use AI for synthesis, drafting, analysis, and tracking, and demonstrate modern operating practices.
• Handle analyses, diligence support, competitive reviews, and other ad hoc CEO-level work.

Chief of Staff – Strategic Program Management

• Serve as the primary operational partner to the founders, managing priorities, information flow, and execution across the business
• Prepare founders for meetings, decisions, and external conversations with appropriate context and materials
• Manage founder inboxes, communications, and follow-ups as needed
• Identify and remove obstacles slowing the founders down
• Own and drive cross-functional initiatives spanning multiple teams or functions without formal authority
• Keep critical projects on track by clarifying ownership, deadlines, and next steps
• Build and maintain internal processes, SOPs, and scalable operational infrastructure
• Identify and proactively fix operational gaps
• Lead high-priority strategic projects from scoping through completion
• Research, analyze, and synthesize information to support founder decision-making
• Prepare internal reports, presentations, and communications
• Translate strategy into executable action plans
• Coordinate internal team members, contractors, and external partners
• Support hiring, onboarding, and team operations
• Serve as a trusted internal communication hub
• Participate in the application, assessment, interview, background-check, and offer process as applicable

Internal Chief of Staff

• Drive the operating cadence, including staff meetings, quarterly planning, all-hands, and leadership events such as EM/IC Summits
• Track commitments, set agendas, and partner with Finance on budget management and headcount planning
• Translate Trust & Infrastructure roadmap priorities into organization-wide planning, resourcing, and leadership visibility
• Oversee headcount monitoring, position approvals, backfills, sign-on bonuses, and location strategy
• Partner with Recruiting and HR to unblock hiring and support hiring managers
• Lead quarterly and annual planning, variance analysis, RLOAs, and organization-level metrics reporting
• Drive operational efficiency through process improvements and AI-powered productivity tools
• Manage engineering communications, announcement channels, promotions, and all-hands messaging
• Support culture initiatives, intern programs, and the Engineering Blog
• Bridge engineering leadership, Finance, HR, and cross-functional teams to drive clarity, discipline, and momentum
• Serve as an operational bridge to Trust & Infrastructure teams

• Serve as a trusted advisor and strategic thought partner to the CEO on enterprise priorities, risks, opportunities, and decisions
• Shape executive discussions and key stakeholder engagements, including Executive Team, Board, and partner interactions
• Drive alignment and execution of enterprise priorities across the Executive Team and business units
• Translate decisions into clear ownership, plans, milestones, and measurable outcomes
• Identify barriers, dependencies, and resource needs; facilitate timely resolution
• Strengthen Executive Team operating rhythms, decision-making, accountability, and follow-through
• Create transparency across priorities, risks, dependencies, resource needs, and progress
• Bring structure, analysis, and sound judgment to complex or ambiguous enterprise issues
• Build trusted cross-functional relationships that accelerate collaboration and outcomes
• Rotate into another position in the organization within a 12–24-month timeframe

VP, Chief of Staff

• Provide strategic, analytical, technical, organizational, and executive support to the SVP of Strategy & Transformation
• Act independently to drive enterprise-wide initiatives
• Lead critical strategic projects and special assignments
• Serve as primary liaison across P&Ls, functional leaders, and senior executives
• Improve operational efficiency by optimizing processes, meeting cadences, and cross-functional interactions
• Anticipate emerging needs and provide proactive, innovative solutions
• Analyze and synthesize complex data to inform decision-making
• Develop executive-level and Board-level presentations and reports
• Support senior-level meetings, travel, external engagements, and high-visibility executive communications

Chief of Staff – Director, Strategy – Transformation

• Partner with the Chief People Officer to shape and execute People team strategic priorities, annual plans, and operating cadence
• Lead portfolio management across People initiatives, including outcomes, dependencies, resourcing, risks, decisions, and progress
• Own the People team planning process and budget rhythm with Finance and functional leaders
• Manage forecasting, reporting, and investment recommendations
• Prepare Board and executive-level discussions, narratives, materials, and follow-through for People-related topics
• Plan and facilitate People Leadership Team offsites
• Lead planning and coordination of People Team All Hands and engagement moments
• Serve on the People Leadership Team and Zendesk’s Chief of Staff community
• Lead high-priority, confidential, and ambiguous special projects for the Chief People Officer from diagnosis through measurable results

Chief of Staff, People Team

• Facilitate and continuously improve the enterprise strategy process
• Support implementation and continuous improvement of the Executive Team’s operating model
• Support executive-sponsored initiatives requiring enterprise coordination
• Plan and facilitate annual strategic planning, including participation, timelines, deliverables, decisions, and communications
• Support development and cascade of enterprise priorities, strategic objectives, and initiatives
• Monitor enterprise strategy progress and report risks, opportunities, and insights to the Executive Team
• Support three- to five-year strategic planning, scenario planning, trade-off discussions, and strategic investment decisions
• Partner with the CEO and executives on weekly business updates, priorities, agendas, briefings, and decision-oriented discussions
• Manage executive calendars and events, including annual Executive Advances and strategy discussions
• Document, communicate, and track executive decisions, action items, and accountability through completion
• Partner with executives to prepare Board of Directors meetings and materials
• Plan and facilitate executive deep dives and special-topic working sessions
• Support and monitor executive-sponsored strategic initiatives; lead or coordinate special projects as assigned
• Draft executive communications, presentations, and reports
• Foster cross-functional alignment, collaboration, communication, and execution without direct authority
• Perform additional responsibilities and special assignments as required by the CEO and Executive Team

• Assist the Theater GM in leading Sales, Marketing, Account Management, Service Delivery and other functions across the Americas
• Coordinate activities across functions including Field Marketing, Service Delivery, Global On-Boarding, Legal, Finance and HR
• Develop and execute plans for sales, revenue, client retention, client satisfaction, costs and profit
• Support sales leadership in exceeding quarterly quota targets for new business and renewals
• Prepare accurate weekly sales forecasts and pipeline summaries
• Support recruitment, retention and development of high-performing sales, business development, field sales and account management teams
• Support Alliance and Partnership activities to build pipeline opportunities and drive new business
• Organize staff meetings, weekly, monthly and quarterly reviews
• Create agendas, templates and presentation materials; prepare presenters and review presentations
• Prepare executive communications and materials for C-level meetings
• Help execute weekly, quarterly and annual operating cadence
• Participate in annual planning across Sales, Products, Finance and Marketing
• Drive cross-geography, cross-function and cross-team projects and initiatives
• Coordinate special projects involving partnerships, investments and legal matters
• Provide data, metrics, analysis, insights and guidance for executive decision-making
• Serve as a trusted resource and sounding board for the Theater GM
• Conduct annual analysis of global field operations to inform strategic direction and investment choices

VP, Chief of Staff to SVP, GM, Americas

• Serve as a strategic advisor to Business Development leadership, translating priorities into actionable plans, tracking progress, and driving accountability
• Lead business planning and organizational performance, including KPI tracking, executive reporting, pipeline oversight, and talent development
• Manage operating and governance routines, including leadership meetings, business reviews, talent reviews, and cross-LOB forums
• Drive cross-functional coordination across business and support partners to advance strategic priorities and partnership initiatives
• Enhance team effectiveness through structured communication, engagement initiatives, and feedback mechanisms
• Own strategic initiatives and special projects, including new operating model design and process improvements
• Support evaluation and advancement of growth opportunities
• Enable effective decision-making through analysis, strategic insight, and clear communications

Chief of Staff, Cards & Personal Loans – Business Development

• Own board meeting preparation end to end, including agenda design, materials, and follow-up tracking
• Partner with the CEO on board strategy, strategic narrative, sequencing, and relationship management
• Manage the cadence, purpose, and follow-through of Global Leadership Team meetings
• Design semiannual in-person leadership convenings
• Turn the CEO’s priorities into owned, dated, tracked commitments across the global senior team
• Drive follow-through without escalating every time
• Support development and maintenance of decision-rights mapping across executive and director levels, regions, and global teams
• Synthesize organizational information for the CEO, including organizational health, risks, and opportunities
• Serve as a thought partner to the CEO by pressure-testing decisions, surfacing trade-offs, and providing candid counsel
• Support strategy-refresh change management
• Build and maintain a progress dashboard for the board, executives, and staff
• Build and run the operating cadence for quarterly business reviews, annual OKR development, quarterly tracking, KPI reporting, and annual strategy refreshes
• Directly manage and provide technical direction to the Strategic Initiatives team
• Maintain quality control over analytical frameworks and conclusions
• Translate strategic direction and the operating system into executable workstreams and time-limited special projects
• Develop the Strategic Initiatives team into strong generalist strategists
• Oversee executive and internal communications