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Chief of Staff

Heron Data· Operations
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NYC$150k - $220kFull-timePosted 11mo ago

About the role

Chief of Staff working directly with the CEO to help run Heron across finance, people operations, business reviews, and quarterly planning; responsible for ongoing work and projects from budgeting to hiring, planning, and tracking progress.

Responsibilities

  • Finance: work with our finance team on budgets, forecasts, and financial reporting. Understand revenue, costs, and spending, and help teams make informed decisions.
  • People operations: help with hiring plans, onboarding, and the processes that support employees and managers.
  • Business reviews: bring together company and team metrics, explain what's changed, and help the leadership team identify issues and agree on next steps. Follow up on decisions and actions.
  • Quarterly planning: help teams set priorities, agree on goals, and plan the people and budget they need. Track progress and help resolve competing priorities.
  • Company and customer analysis: answer questions about how the business is performing and where we can improve.
  • Internal processes and systems: improve how work gets done across the company, and keep those processes running reliably.
  • Other company priorities: lead projects from start to finish, including entering a new market or launching a new business line when those are priorities.

Qualifications

  • 2–4 years of experience in analytical work, such as consulting, banking, or a strategy or operations role at a startup.
  • Ability to break down problems, be organized and reliable, clear communicator, comfortable with data (spreadsheets, SQL), and keen to use AI.
  • Ability to form and explain a view with evidence; trustworthy with sensitive information.

Skills

Required:Problem solvingOrganization and reliabilityCommunicationData fluency (SQL, spreadsheets)AI literacyDecision-making with evidenceTrustworthiness with sensitive information

Benefits

  • Competitive compensation, including equity
  • Full-time role based in New York City, where the team works in person
  • Choice of high-quality equipment for your desk in the office
  • Occasional travel for retreats and to work with the team
  • Competitive benefits: health, dental, and vision coverage, with partial coverage for dependents; a 401(k) plan; uncapped paid time off; and parental leave
  • Free mental health support through Spill, with on-demand access to therapy
  • Weekly company lunches
  • Applicants of all backgrounds and genders are welcome. We do not tolerate discrimination.
Last updated Oct 7, 2026. Interested? Apply on the company site.
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About Heron Data

We automate document-heavy workflows in financial services and beyond

At Heron, we use the latest advances in AI and LLMs to automate document-heavy workflows. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info. We serve businesses from small companies to FDIC-insured banks in sectors like Small Business Finance and Commercial Insurance.

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