Chief of Staff

AI & Process Engineering This is the core of the role. You will: –     Map current-state processes across the business and identify the highest-leverage automation opportunities –     Build AI-powered workflows using tools like Claude, GPT APIs, Make, n8n, and Zapier — you ship, not just recommend –     Own the AI and automation roadmap, setting priorities and driving accountability across teams –     Integrate AI capabilities with our proprietary platform — knowing when to build natively vs. integrate externally –     Translate frontline operational pain points into clear, prioritised product requirements for the dev team –     Measure the impact of every automation you ship and iterate based on results   Executive Communications –     Draft, structure, and refine communications on behalf of the executive team — internal updates, partner communications, board materials, and external announcements –     Ensure consistency and clarity in how the executive team presents itself across all channels –     Prepare executive reporting, business performance dashboards, and operational briefings –     Build and maintain the rhythm of business: meeting cadences, follow-ups, and action tracking   Operations & Execution –     Translate executive team priorities into operational plans and drive cross-functional execution –     Identify the highest-leverage opportunities for improvement and make the case for investment –     Own ad hoc strategic projects as assigned by the executive team –     Be essential in delivering the business KPI’s across all key metrics   Business Development & Sales –     Redesign lead generation, outreach, and pipeline workflows using AI –     Eliminate manual CRM data entry through intelligent data capture and enrichment –     Build intelligent prospecting, lead scoring, and follow-up sequences tailored to our buyer journeys –     Streamline proposal generation and submission preparation   Client Service & Account Management –     Streamline client onboarding, policy documentation, and renewal workflows –     Deploy document AI for extraction and routing of certificates, endorsements, and policy comparisons –     Build automated touchpoint sequences for renewals, claims updates, and mid-term changes –     Implement QA checkpoints that ensure consistency in client experience at scale   Platform & Product –     Partner with our Technology & Product teams to deliver improved product and technology adoption across the business –     QA new platform features from a workflow and commercial impact perspective –     Maintain a clear view of the technology roadmap and its alignment with business priorities WHAT WE'RE LOOKING FOR Must-Haves –     ~5 years of experience in business operations, management consulting or process engineering type role –     Hands-on with AI tools and the ability to learn new technology quickly (Claude, GPT APIs, document AI) and automation platforms (Make, Zapier, n8n, or similar) — you build, not just direct –     Proven ability to write and communicate clearly — you can draft a polished executive update and a process spec in the same afternoon –     Comfortable working with proprietary platforms and technical teams — you understand and can learn our technology and business and make connections –     High ownership mentality — you define the problem, build the solution, and measure the outcome   Nice-to-Haves –     Experience in insurance, employee benefits, or regulated financial services –     Background in prompt engineering and LLM-based workflow design –     Proficiency in Python or JavaScript for custom integrations and scripting –     Experience with document AI for extracting data from policies and structured documents   What You're Like –     Sharp communicator — clear, concise, and effective whether presenting to leadership or writing a process doc –     Action Oriented — you are most comfortable when you are shipping something –     Strategically focused — you prioritize the things that actually move the needle –     Discreet — you will operate with full context and full trust –     Low ego — you lead through results, not title –     Decisive — you don't wait for perfect information to move forward COMPENSATION & BENEFITS   –     $100,000 – $120,000 base salary –     Variable compensation tied to operational and business outcomes –     Equity participation — Long Term Incentive Plan (LTIP) –     Remote-first with direct access to the executive team –     The opportunity to shape how a fast-growing brokerage operates at every level