Chief of Staff: Benefits Data Trust

Posted November 7th, 2019 at 11:15 am.

Benefits Data Trust (BDT) seeks a Chief of Staff. The Chief of Staff (CoSwill be a member of BDT’s executive team-leading efforts ensuring the organization successfully navigates an extended period of rapid growth and change and reaches higher levels of influence and impact. This role demands a seasoned professional bringing significant experience across strategic planning, project and process management, team building and coordination, and stakeholder management.

The Chief of Staff reports to the Chief Executive Officer and will manage the Executive Coordinator.

Organizational planning and operational excellence

  • Drive the creation and implementation of organization-wide processes and routines addressing issues such as performance management, coordination and alignment, internal communications, and cohesion that are essential to ensuring BDT’s strategy is executed to a very high standard.
  • Work with the CEO and executive team to establish annual, quarterly, and monthly strategic priorities and facilitate workflows advancing them.
  • Drive efforts improving the efficiency and effectiveness of the CEO, the executive team, and BDT’s wider group of managers.
  • Anticipate and serve as an honest broker resolving complex issues and disputes, and prevent bottlenecks in decision making and execution in the CEO’s absence.
  • Be both a trouble spotter and troubleshooter.
  • Manage CEO preparation for important internal and external meetings and events.
  • Staff the directors so that they can manage annual operational goals and the chiefs so that they can manage multi-year strategic goals.

Board effectiveness

  • Lead small board support team including having a deep understanding of board by-laws, processes, and non-profit governance best practices that facilitate the board’s governance and oversight responsibilities.
  • Work with the board chair and CEO to set the board calendar and provide support ensuring board member time is used efficiently and both the board and board committees run effectively.
  • Ensure timely and high-quality follow-up from board meetings and execution onboard priorities.
  • Support the CEO and board chair in board recruitment and oversee new board member orientation.

Special initiatives and projects

  • At the direction of the CEO, take the lead on cultivating key relationships and impact opportunities outside the scope of existing efforts.
  • Work with colleagues to bolster leadership of existing initiatives and teams.
  • Represent the CEO at internal and external meetings and events when necessary.
  • Other duties, as assigned.


  • Approximately 10 years of experience, including senior-level management, strategic planning, or operations roles in at least one of the following: growing non-profit, technology company, government (including the military), management consulting, other businesses, or academia.
  • Demonstrated achievement in areas such as driving complex projects to completion, building collaborative networks and teams, managing sensitive relationships and projects, bringing order and rigor to dynamic, high-stakes initiatives.
  • Demonstrated ability to excel in fast-paced and fast-growing organizations with strong, diverse, and ambitious cultures.
  • Familiarity with project management software and collaboration tools.
  • Familiarity with the development and measurement of key performance indicators (KPIs) and the creation and execution of strategic plans.
  • Excellent communicator to internal and external audiences.
  • Strong coaching and mentoring skills and demeanor.

About BDT

Benefits Data Trust (BDT) is a national nonprofit that helps people live healthier, more independent lives by creating smarter ways to access essential benefits and services. Each year, BDT helps tens of thousands of people receive critical supports using data, technology, targeted outreach, and policy change. Since inception in 2005, BDT has submitted over 800,000 applications, securing over $7 billion in benefits and services. BDT employs more than 170 people and provides enrollment assistance to individuals in six states, and policy assistance to states nationwide. For more information, visit


Filed under: Management Level by Margie DuBrow

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