What we want the Chief of Staff (CoS) to deliver. Some might not be direct deliverables but CoS needs to track/program manage their implementation. Above all this role exists to give meaningful leverage to founders.
Stay on top of daily/weekly/monthly/quarterly business metrics as per AoP i.e. sales pipeline/mouth of funnel conversions of each channel number of loans citywise disbursals/ticket size trend AUM growth fresh vs BT volumes booking RoI fee income closures rebooks renewals yield referral retention opex city profitability revenue sales productivity CAC/LTV concentration risks w.r.t sourcing & field sales.
Know correlation between metrics & key leadlag indicators. Flag EWS (early warning signals w.r.t. closures AUM depletion competitive intensity pricing power concentration risks etc.
Track & improve conversion funnels i.e. sales to meeting to scheduling. Track cancellations/followups/rescheduling. Track TAT/SLAs in funnel i.e. sales to scheduling to visit to credit approval to disbursal. Analyse & fix citywise channelwise trends. Work on reducing time to visit. Come up ways (people/process/product) to improve field sales & central ops productivity. Track time/task & automate using models/algos.
Create & execute a plan to drive citywise & overall profitability by max FY26. Suggest product pricing plans basis what sells in a city. Estimate price elasticity.
Create heterogeneity & predictability in sourcing by diversifying sourcing channels (offline/online).
Look at monthly P&L & implement ways to optimise costs.
Manage lender relationships & escalations.
Strike new lender distribution & crosssell partnerships.
Stay on top of competitive intensity in cities & industry w.r.t. schemes & market activities. Stay on top of regulatory developments & preempt business changes/impact.
Lead NBFC application process.
Program manage key initiatives & tasks from founders.
Create hiring growth & exit toolkits/frameworks for each role.
Requirements
From tier 1 Bschool and/or engineering college.
Total experience between 4 8 years.
45 years of management consulting experience is preferable (not mandatory).
Prior experience at a B2C startup in business sales CEO/founders office with direct exposure & involvement in growth improving financial health & profitability will be helpful.
Data driven with excellent number & analytical skills (working knowledge of SQL & excel).
Selfdriven high ownership mindset & strong bias for action.
Comfortable with CXO interactions & also on the field.
Strong attention to detail & an inherently curious mindset.
Can recommend a course of action based on partial/imperfect data i.e. solution mindset.
Multitasking is a must.
Benefits
Work on one of the most challenging problems in FinTech with an incredible opportunity to unlock value from Indian households.
A holistic crossfunctional exposure to the inner workings of a business/startup.
Ability to drive real outcomes thatll impact the business trajectory.
Fantastic learning ground for managing teams crisis management sales strategy & externalstakeholder management.
Fasttrack path to senior leadership roles.
Competitive compensation with an employee friendly ESOP plan.
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