Chief of Staff

• Maintain an organization-wide view of Shopping's current and planned work, including technical and business dependencies
• Influence enterprise teams in advance to secure platform support, tools, access, and approvals
• Prepare and present Shopping's progress and goals to Capital One senior leadership
• Secure decisions, investment, and buy-in needed for Shopping's work
• Navigate security, risk, compliance, procurement, and platform governance on Shopping's behalf
• Broker collaboration between Shopping and central platform and infrastructure teams
• Drive cross-team dependency orchestration for major cross-cutting initiatives
• Represent Shopping's engineering and explain or defend architecture and technical choices to enterprise platform, security, and risk partners

Staff Full Stack Engineer, Technical Chief of Staff

• Serve as a trusted strategic partner and proxy to the Head of AI & DT&A Practice
• Drive and support strategic initiatives across the AI Lab and DT&A Practice
• Coordinate with National Service Line and AI Lab team leaders
• Own agendas, materials, and facilitation for weekly, monthly, and quarterly leadership forums
• Own the leadership operating rhythm, meeting cadences, follow-through, and initiative accountability
• Translate priorities into structured plans with owners and timelines
• Drive AI-specific commercial strategy, pipeline hygiene, and GTM Champion engagement
• Own governance for AI use case intake, prioritization, and production deployment
• Steward the firm's AI investment and forecast AI spend against measurable output
• Partner with FP&A on budgets, goals, KPIs, metrics, and recommended actions
• Own the Lab's operating calendar and leadership meeting rhythm
• Identify operational pain points and develop improvement and scaling strategies
• Lead AI GTM Champion calls and channel management
• Track and report pipeline, won work, revenue, and AI consent metrics
• Represent AI on the firm-level Strategic Pricing initiative
• Develop and execute communications and change management plans
• Prepare materials for SteerCo, Board, Partner meetings, townhalls, and Practice Leader calls
• Build relationships with business and functional leaders
• May manage, coach, and mentor direct reports

Chief of Staff – AI & DT&A Practice

• Maintain an organization-wide view of Shopping's current work, plans, technical dependencies, and business dependencies
• Influence the enterprise in advance by arranging platform support, tools, access, and approvals
• Prepare and present Shopping's progress and goals to Capital One senior leadership
• Secure decisions, investment, and buy-in needed for Shopping's work
• Navigate security, risk, compliance, procurement, and platform governance on Shopping's behalf
• Broker between Shopping and central platform and infrastructure teams
• Drive cross-team dependency orchestration for major cross-cutting initiatives
• Represent Shopping's engineering and explain and defend architecture and technical choices to enterprise platform, security, and risk partners

• Serve as a strategic and financial thought partner to the CEO, helping drive company priorities, revenue growth, and operating performance
• Own and develop Shift5's Revenue Operations function, including management of the RevOps team
• Drive rigor and visibility across pipeline, bookings, forecasting, conversion, revenue performance, and key commercial metrics
• Partner with the CEO, CFO, and Growth leadership on revenue planning, annual targets, forecasts, and compensation planning
• Build and maintain dashboards and reporting for pipeline health, revenue performance, and business trends
• Analyze financial and commercial performance to identify risks, opportunities, and areas requiring executive action
• Evaluate ROI and financial impact of strategic investments, headcount, growth initiatives, and company priorities
• Establish operating rhythms around company KPIs and leadership accountability
• Partner across Finance, Growth, Product, Mission Delivery, and executive leadership to improve revenue lifecycle alignment
• Prepare the CEO for board meetings, financial reviews, strategic planning sessions, and critical company engagements
• Translate complex data into clear recommendations and decision points
• Lead high-priority strategic initiatives for the CEO and ensure ownership, execution, and measurable outcomes
• Establish a high-performing Revenue Operations function and improve pipeline and revenue forecasting predictability
• Provide actionable visibility into financial and commercial metrics and increase accountability around targets and KPIs
• Improve alignment between Finance, Growth, and other revenue lifecycle teams
• Identify revenue risks and opportunities earlier and support fast, data-driven CEO decisions
• Help Shift5 scale with greater financial discipline, revenue predictability, and operational rigor