Full-Time

Chief of Staff and Strategic Planning

Confirmed live in the last 24 hours

Workato

Workato

1,001-5,000 employees

Cloud-based automation and integration platform

Enterprise Software
AI & Machine Learning

Senior, Expert

Palo Alto, CA, USA

Requires onsite presence in Palo Alto for a minimum of three days a week.

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Risk Management
Requirements
  • 7+ years of proven experience as a VP of Strategic Planning and Operations, a Chief of Staff, or a similar role in a high-growth technology company
  • Successful track record in taking a long-view, strategic framework development of organization wide initiatives including org design & culture, OKR / VMT, revenue and customer growth, process & policy controls
  • Experience in developing and implementing practical and methodical operating mechanisms to ensure alignment and accountability
  • Ability to distill complex discussions into actionable plans and drive execution
  • Strong program management skills with the ability to manage multiple initiatives simultaneously
  • Excellent communication and interpersonal skills, with the ability to quickly build trust, influence and collaborate with stakeholders at all levels
  • A deep and strategic understanding of customer and market landscape & organizational dynamics
  • Exceptional attention to detail, bringing gravitas to executive leadership team towards an aligned execution mode
Responsibilities
  • Develop a strong understanding of established initiatives that impact customer adoption and value realization
  • Effectively collaborate with cross-functional teams and influence stakeholders within and outside the company with determination and focus on successful execution
  • Develop and implement operating mechanisms to ensure alignment and accountability
  • Form a deep comprehension of Workato’s company-level Targets and partnership with all responsible parties
  • Articulate and manage Target timelines, milestones, and critical paths defined by department and executive leaders
  • Identify and mitigate risks, resolve dependencies, and unblock progress
  • Track the progress of strategic metrics for company-level Targets
  • Surface key market or customer insights to support execution of company-level Targets
  • Distill and synthesize strategic discussions into actionable plans
  • Act as a trusted counsel to executive leaders, providing insights on customer outcomes and operations to support with key decisions
  • Monitor and support content development for executive presentations
  • Manage executive leadership meetings in partnership with the EA team, including agenda formulation, discussion guidance, and follow-up on action items
  • Support company-wide internal communications in partnership with existing teams
  • Closely partner with the executive leaders on the company's annual strategic planning and operating calendar
  • Facilitate weekly executive operations syncs and executive team meetings
  • Oversee bi-weekly company All Hands meetings and quarterly leadership forums
  • Own the preparation for and execution of quarterly board meetings and communications

Workato provides a cloud-based platform for automating and integrating business processes using artificial intelligence. The platform helps organizations improve efficiency by unifying integration and automation, which reduces the complexity of using multiple tools and enhances productivity. Key features include automated ticket escalation, threat detection, compliance management, and support for remote work. Workato operates on a subscription model, allowing clients to access its services for a recurring fee, which supports the company's growth and scalability. A standout feature, AI@Work, enables users to create intelligent systems by incorporating AI into their operations, making technology accessible to a broader audience. The platform is designed to adapt to changing business needs, lower operational costs, and speed up the implementation of integrations and automations.

Company Stage

Series E

Total Funding

$403.7M

Headquarters

Mountain View, California

Founded

2013

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-3%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for AI-driven automation in healthcare boosts Workato's market potential.
  • Hybrid work models increase the need for Workato's remote work helpdesk features.
  • Rising interest in low-code/no-code platforms aligns with Workato's AI@Work feature.

What critics are saying

  • Emerging AI-driven platforms may erode Workato's market share with competitive pricing.
  • Rapid AI advancements require Workato to invest heavily in R&D to stay competitive.
  • Economic downturns could reduce client spending on Workato's subscription services.

What makes Workato unique

  • Workato offers AI-driven automation with a focus on security and governance.
  • The platform supports low-code/no-code integrations, empowering non-technical users.
  • Workato's Virtual Private Workato caters to highly regulated industries with stringent security needs.

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Benefits

Flexible working arrangements

EAP

Health insurance

Stock options

Professional development

PTO

Company events & recreation time