Chief of Staff to the CEO, PE-backed Specialty Equipment Services Platform

TITLE: Chief of Staff to the CEO

REPORTING: Chief Executive Officer

LOCATION: Remote / Flexible – Travel Required (25%)

Our client, a private equity-backed Specialty Equipment Maintenance and Repair Services Platform, is seeking a Chief of Staff to the CEO with strong strategic instincts and execution orientation to help drive value creation across the business. This is a newly created role for a fast-growing company that will ensure a tight connection between the company’s strategic vision and the day-to-day operational execution. This means this leader will need to ensure alignment across departments while accelerating priority value creation initiatives to enhance profitability and operational excellence. You will operate in a fast-paced environment managing multiple concurrent workstreams across our elevator maintenance, repair, and modernization business. Your intellectual curiosity will cause you to ask questions, look for opportunities, and with your bias for action, you will run the opportunities down, working with people at all levels of the organization, to execute the initiatives with success.

You will be a leader, doer, problem solver, teacher, and strategic partner.

Essential Duties & Responsibilities

The role is multifaceted, leveraging financial expertise, business acumen, and analytical capabilities to drive:

• Strategic Initiative Ownership: Lead high-priority cross-functional initiatives focused on key value drivers including route optimization, sales effectiveness, contract standardization, and other strategic priorities identified in the company's value creation roadmap
• Performance Analysis & Monitoring: Develop and maintain key business metrics and KPI dashboards (e.g., billable ratio, MMR per route, repair backlog) to drive accountability and performance improvement at the branch level
• Executive Communication: Prepare and deliver high-impact executive communications, including CEO updates, SLT meeting materials, and quarterly business reviews for branch leadership
• Board & Investor Relations: Own the preparation of board materials and various other strategic materials
• M&A Support: Participate in diligence and integration planning for acquisition targets, applying our criteria framework and integration playbook to ensure successful execution
• Special Projects: Lead or coordinate critical special projects across the organization

Skills & Experience

• Financial & Analytical Expertise: Strong quantitative skills combined with the ability to translate complex operational data into actionable insights; experience building financial models and business cases
• Project Management: Proven track record managing complex, cross-functional, initiatives with demonstrated success
• Business Acumen: Understanding of service operations, particularly in field-service businesses with unionized workforces, and the fundamental economic model (e.g., profit drivers)
• Data Proficiency: Advanced Excel skills required; experience with BI tools (Power BI), and financial reporting systems/ERP
• Communication: Exceptional written and verbal communication skills, with ability to distill complex topics into understandable concepts, insights, and recommendations for diverse audiences
• Change Management: Success in driving organizational change and building alignment across diverse stakeholders
• Professional Background: 3 – 6 years of experience in management consulting, transaction advisory services, corporate strategy, or finance roles within industry
• Must be eligible to work for any company in the US without sponsorship

Essential Attributes

• Judgment & EQ: Demonstrates sound business judgment combined with emotional intelligence when navigating complex stakeholder dynamics
• Results Orientation: “Bias toward action” orientation, with a relentless commitment to drive initiatives to successful completion, even in the face of organizational complexity
• Intellectually Curious & Initiative: Self-starter who proactively identifies opportunities for improvement and takes ownership of running the opportunities to the ground
• Adaptability: Comfortable with ambiguity and thrives in a fast paced environment, with changing priorities in a growing organization
• Data-Driven Influencer: Proficient in leveraging data to build compelling narratives that influence decisions, drive organizational alignment, and motivate action across all levels of the company; skilled at translating complex operational metrics into persuasive business cases that earn stakeholder buy-in without direct authority

This role requires approximately 25% travel to corporate meetings and branch locations across our footprint (primarily Eastern Seaboard and California).