Role and Responsibilities: UpEquity is seeking a highly motivated, analytical, and execution-oriented Chief of Staff to work closely with the CEO and executive leadership team. This individual will play a critical role in driving strategic initiatives, improving organizational effectiveness, and helping the company during a pivotal stage of growth.

This is a high-impact, highly visible role designed for someone who thrives in ambiguity, enjoys solving complex business problems, and is excited to help build and scale a fast-growing company from the inside.

As a Chief of Staff, you will serve as a force multiplier for the leadership team - helping prioritize key initiatives, improve cross-functional coordination, and ensure critical company objectives move forward efficiently.

Responsibilities include but are not limited to:

• Partner closely with the CEO and executive team to drive strategic initiatives and company-wide priorities
• Lead cross-functional projects spanning operations, finance, GTM, product, and organizational development
• Support executive decision-making through analytical modeling, business insights, and strategic research
• Build and maintain operating models, KPI dashboards, and reporting frameworks to support company planning and performance management
• Assist in board preparation, investor communications, and fundraising-related workstreams
• Identify operational bottlenecks and implement scalable processes and systems across the organization
• Own special projects and strategic initiatives from conception through execution
• Help ensure alignment, accountability, and execution across leadership priorities

We know this role isnt for everybody, so this is what were looking for:

• Previous experience in consulting, investment banking, private equity, venture capital, strategic finance, business operations, or high-growth startups
• Strong analytical and problem-solving skills with the ability to synthesize complex information into actionable recommendations
• Proven ability to operate autonomously and drive projects forward with minimal oversight
• Exceptional communication and organizational skills
• High level of proficiency in Excel and presentation development
• Intellectual curiosity and a willingness to challenge assumptions and think creatively
• Comfort operating in fast-paced, ambiguous environments with constantly shifting priorities
• Willingness to develop a deep understanding of the real estate and mortgage industry (prior experience not required)
• Ability to build trust and work effectively across all levels of the organization
• Desire to help shape processes, systems, and culture from the ground up

Why Join UpEquity?

Being a competitive startup organization, we care deeply about our employees and want to support them both professionally and personally. In addition to competitive compensation, we offer:

• Competitive salary and equity package
• PTO & Sick Time + 11 holidays to support work/life balance
• Opportunities for growth and continuous development
• Direct exposure to company leadership and strategic decision-making
• A collaborative and positive work environment - including snacks and drinks daily!

Important Details:

• You must reside in Austin or Chicago
• You must be willing to work in-office (Downtown Austin/Chicago)

For information on UpEquity, including more information on employee benefits and our company culture, visit our website at www.upequity.com.