Performant Financial

Director, Chief of Staff - Sales & Client Management

Performant Financial$153K — $193K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10 years of experience in strategy, consulting, investment banking, business operations, or Chief of Staff roles.
  • Experience supporting senior executives in a fast-paced, matrixed organization.
  • Exceptional communication and executive storytelling skills.
  • Strong presentation development experience for executive-level communications.
  • Proven ability to manage multiple high-priority initiatives.
  • Demonstrated ability to influence stakeholders and drive accountability across all levels.
  • Strong analytical and problem-solving capabilities.
  • Excellent organizational skills with attention to detail.
  • Strong interpersonal skills with a collaborative mindset.
  • Ability to thrive in a dynamic environment.

Responsibilities

  • Serve as a strategic advisor to the CRO and leadership team to align priorities and advance business initiatives.
  • Establish and manage leadership operating rhythms and executive cadences for organizational effectiveness.
  • Partner cross-functionally to drive strategic priorities and initiatives.
  • Lead high-impact initiatives by managing timelines, dependencies, and execution plans.
  • Conduct analyses to support executive decision-making including market assessments and financial modeling.
  • Translate complex information into executive-ready insights and recommendations.
  • Develop and oversee executive communication materials, ensuring consistency and accuracy.
  • Plan and execute leadership meetings and town halls, managing agenda and follow-up tasks.

Benefits

  • 401k plan with employer match
  • Flexible paid time off
  • Holidays and parental leaves
  • Life and disability insurance
  • Medical, dental, vision, and prescription drug coverage
Full Job Description
Position Overview
Zelis is seeking a dynamic and strategic Chief of Staff to support the CRO of Sales & Client Management (S&CM) and the broader leadership team. The ideal candidate will demonstrate exceptional strategic acumen, executive communication capabilities, operational excellence, and a proven ability to drive cross-functional and enterprise-wide initiatives.

This role serves as a trusted advisor and operational partner to executive leadership, responsible for driving organizational effectiveness, managing business rhythms, and ensuring alignment across enterprise priorities. The position requires a highly proactive individual who can manage multiple high-priority initiatives, synthesize complex information into actionable insights, and influence stakeholders across all levels of the organization.

What You'll Do
  • Serve as a strategic advisor to the CRO and Sales & Client Management leadership team, helping align priorities, evaluate growth opportunities, and advance key business initiatives across the enterprise.
  • Establish and manage leadership operating rhythms, governance structures, and executive cadences that support organizational effectiveness and execution excellence.
  • Partner cross-functionally with leaders across Finance, Marketing, Legal, Operations, HR, Client Success, and Executive Administration to drive strategic priorities and enterprise initiatives.
  • Lead and coordinate high-impact initiatives by managing timelines, dependencies, stakeholder alignment, and execution plans.
  • Conduct strategic and financial analyses, including business cases, market assessments, investment evaluations, and scenario modeling to support executive decision-making.
  • Translate complex business, operational, and financial information into concise, executive-ready insights and recommendations.
  • Develop and oversee executive materials and communications, including Board presentations, Operating Committee updates, leadership meeting content, business reviews, and enterprise presentations.
  • Ensure consistency, accuracy, and executive readiness across presentations, communications, and leadership deliverables.
  • Plan and execute leadership meetings, offsites, and town halls, including agenda development, pre-read coordination, presentation creation, action tracking, and follow-up.
  • Maintain the S&CM Navigator as the central source of truth for organizational priorities, capabilities, initiatives, and operating models.
  • Manage client allocation and gifting budgets in partnership with Executive Administration and Executive Assistants.
  • Support client management transition planning and maintain related operational documentation in coordination with Client Success teams.


What You'll Bring
  • 5-10 years of experience in strategy, consulting, investment banking, business operations, program management, corporate strategy, or Chief of Staff roles.
  • Experience supporting senior executives in a fast-paced, highly matrixed organization.
  • Exceptional communication and executive storytelling skills, with the ability to simplify complex topics and influence diverse audiences.
  • Strong presentation development experience, including creating executive-level communications and strategic materials.
  • Proven ability to manage multiple high-priority initiatives, balance competing deadlines, and drive cross-functional execution.
  • Demonstrated ability to influence stakeholders and drive accountability across all levels of the organization, including senior leadership.
  • Strong analytical and problem-solving capabilities, including experience with financial modeling, business metrics, and executive reporting.
  • Excellent organizational skills and attention to detail, with the ability to manage both strategic and operational priorities effectively.
  • Strong interpersonal and relationship-building skills with a collaborative, enterprise mindset.
  • Ability to adapt quickly, navigate ambiguity, and thrive in a dynamic environment.
  • Advanced proficiency in PowerPoint, Excel, and executive reporting tools.


Please note at this time we are unable to proceed with candidates who require visa sponsorship now or in the future.

Location and Workplace Flexibility

Zelis is headquartered in the U.S., with multiple locations across the country and in Hyderabad, India. Check out our locations to learn more about our offices. All employee work locations are based on the needs of the position and are determined by the Leadership team. In-office work and activities vary based on work and team objectives in accordance with Company policies.

While location expectations vary by role, candidates within approximately 50 miles of a U.S. office are generally preferred to support collaboration when needed. Our hybrid approach is flexible, and in-office presence is guided by team and business needs rather than a fixed weekly schedule.

Base Salary Range
$153,000.00 - $193,800.00

At Zelis we are committed to providing fair and equitable compensation packages. The base salary range allows us to make an offer that considers multiple individualized factors, including experience, education, qualifications, as well as job-related and industry-related knowledge and skills, etc. Base pay is just one part of our Total Rewards package, which may also include discretionary bonus plans, commissions, or other incentives depending on the role.

Zelis' full-time associates are eligible for a highly competitive benefits package as well, which demonstrates our commitment to our employees' health, well-being, and financial protection. The US-based benefits include a 401k plan with employer match, flexible paid time off, holidays, parental leaves, life and disability insurance, and health benefits including medical, dental, vision, and prescription drug coverage.

About Performant Financial

Performant Financial Corporation is a business services company that provides technology-enabled recovery and related analytics services in the United States. The company primarily offers recovery services to the government and private clients in various markets, such as healthcare, student loans, and general collections. Performant Financial Corporation was founded in 1976 and is headquartered in Livermore, California.
Learn more about Performant Financial
Size
1,269 employees
Market Cap
$237.8 million
Industry
Net Income
-$21.5 million
Founded
1976
5 Year Trend
-2.5%
Revenue
$159.7 million
NASDAQ

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