Chief of Staff and Strategic Planning, Workato
3+ days a week in office (Palo Alto, CA)
Integration & workflow automation platform
Open for applications
Integration & workflow automation platform
501-1000 employees
Open for applications
3+ days a week in office (Palo Alto, CA)
501-1000 employees
Company mission
To help businesses streamline their operations by providing a platform to automate their work and integrate their stacks, all in one place.
Role
Who you are
- 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
What the job involves
- As Workato’s Chief of Staff, you will directly report to our CEO and play a critical role in driving strategic initiatives, facilitating executive operations, and fostering cross-functional collaboration. We are seeking a sharp, strategic thinker with exceptional operational horsepower, proven ability to connect with and influence stakeholders and a seasoned understanding of organizational dynamics and customer and market landscape
- As a trusted advisor to the CEO and executive team, you will support and facilitate alignment, operational accountability of company-wide initiatives, and effective communication across the organization. The ideal candidate will be based in the Bay Area and work out of the Palo Alto office, minimum three days a week
- 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
Our take
Many businesses struggle with lack of team integration. There are a plethora of handy apps available, and various teams within businesses often use different processes, tools, and software. This has led to many businesses attempting to patch together technologies and create ad-hoc solutions that fail when they need to be scaled. Workato allows businesses to integrate data and apps so that teams can collaborate and communicate securely.
Workato has built a single platform that integrates apps, processes, data, and user experiences to improve efficiency, communication, and business flexibility. There are many integration platforms available, such as SnapLogic and Mulesoft Anypoint Platform, however, Workato has aimed its platform at users who have minimal technical experience, rather than the IT team.
Workato has continued to expand its partnerships and workforce, and is well set to see further growth as it innovates its product offerings and capabilities. The company was recognized as a Leader in the 2023 Gartner® Magic Quadrant™ for Integration Platform as a Service, making five years it has participated and five years it has been recognized.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
Nov 2021
$200m
SERIES E
Jan 2021
$110m
SERIES D
Total funding: $415m
Company benefits
- Flexible Working Arrangements: We maintain a hybrid remote work model and provide everyone with best of breed technology tools that enable them to work anywhere, anytime.
- Great Employee Benefits: Such as an Employee Assistance Programme (EAP), Health Insurance, Referral Bonuses, and Workato Stock Options, tailored to the countries that our employees are based in.
- Professional Development Opportunities: We support individual career ambitions, and set aside training programs and budgets they can tap on to upgrade both soft and hard skills.
- Dedicated Wellness: We make it a point to dedicate time to pause, recharge and get to know each other better.
- Recreation Time: From virtual game nights to fitness sessions, there's always time for a little fun on the calendars.
Company values
- Prioritize customers: We exist for our customers and because of them. That’s why we are passionate about delivering an amazing product, excellent service, and an unforgettable experience.
- Win together: We strive to hire people who understand team wins come above their own. We respect and trust our colleagues — believing that the greatest success comes not from one person, but from all of our strengths combined.
- Act now: The best time to do anything worth doing is now. Create a minimal viable solution fast and iterate quickly. We encourage failing fast so we can succeed faster.
- Think ahead: We skip the easy shortcuts for mediocre and temporary solves. It’s important to always take the hard road now if it will lead to a better long term solution.
- Better each other: You cannot get 1% better every day unless people are honest with you and you openly invite that coaching and guidance. Provide feedback in private. Encourage and support in public.
- Go offbeat: We use novel thinking to create novel solutions. We do not use others’ thinking as a template. We mix existing wisdom with unusual thinking to generate new and better solutions.
- Have fun: We take care of ourselves, and give everyone the space they need to feel healthy, happy, and well-rested. Because it’s only when we’re having a good time that we’re able to ensure our customers are, too.
Company HQ
Old Mountain View, Mountain View, CA
Articles
Leadership
Vijay Tella
(CEO)Spent 15 years as an Engineer at Teknekron and TIBCO, before joining Oracle as CSO. They also served as CEO at Qik, and VP at Skype.
Gautham Viswanathan
(CPO)Spent 12 years at TIBCO Software, before leaving their Corporate Development role to found Blink Interactive. Also served as the CEO of iProfile.
Harish Shetty
(Head of Engineering)Previously held leadership roles in engineering at TIBCO, Blink, and iProfile.
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