An interim Chief of Staff engagement supporting a B2B SaaS company, partnering directly with the CEO and executive team to drive priorities, prepare Board materials, and lead cross-functional initiatives.
SAY Group is placing an experienced Interim Chief of Staff with a leading B2B software company for an initial 2-3 month contract, with potential for extension. The successful candidate will provide hands-on support to the CEO and senior leadership team during a high-activity period, combining operational discipline with executive presence and strong financial fluency.
The role demands comfort operating behind the scenes, the ability to influence without formal authority, and the flexibility to move quickly between strategic priorities and day-to-day execution. Pacific Time availability is required, with Bay Area-based candidates preferred. Domestic and international travel may be required.
- Partner with the CEO and senior executives to drive priorities, decision-making, and follow-through on key initiatives.
- Develop Board materials and executive presentations by gathering inputs across the leadership team and translating FP&A and operational data into clear narratives.
- Build and maintain strong relationships with the CEO, executive leadership team, Board members, and other key stakeholders.
- Lead high-priority cross-functional initiatives and create accountability across teams and stakeholders.
- Develop executive communications, talking points, and CEO-level presentation materials.
- Bring operational rigour to a dynamic environment while supporting strategic planning, offsites, and key leadership events.
- Demonstrated experience directly supporting a CEO or senior C-suite executive, with B2B SaaS industry background strongly preferred.
- Meaningful Board interaction and Board preparation experience, including developing Board-level materials.
- Senior-level background in Chief of Staff, strategy, business operations, management consulting, investment banking, or PE-backed operating roles.
- Strong financial fluency with the ability to interpret FP&A data and communicate it as an executive-level narrative.
- Exceptional written communication, presentation, and organisational skills, with the ability to build credibility and influence senior stakeholders quickly.
- Strong AI fluency and comfort incorporating AI tools into everyday workflows, with availability aligned to Pacific Time.
SAY Group is a specialist executive search and interim placement firm. In this engagement, SAY Group is acting as the recruiting partner for a leading B2B software company seeking near-term Chief of Staff support while conducting a longer-term search.
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