Chief Transformation Officer

Reporting directly to the Chief Executive Officer, the Chief Transformation Officer will lead strategic initiatives designed to improve operational performance and strengthen the company’s ability to scale.

Key areas of focus include:

Operational Transformation
• Identify and lead initiatives that improve efficiency across the organization
• Implement systems and processes that support scalable growth
• Improve coordination across operational teams and business units

Technology Enablement
• Work closely with technology leaders to implement systems that support operational improvement
• Leverage data and analytics to improve decision-making and performance visibility

Performance Management
• Develop operational KPIs that provide insight into performance across the organization
• Strengthen reporting capabilities for both management and the private equity sponsor

Strategic Initiatives
• Support integration of acquisitions
• Lead cross-functional projects that support the company’s long-term strategy

The company provides specialized services supported by proprietary technology platforms and data capabilities that enable customers to manage complex operational environments. The business combines deep industry expertise with modern technology tools that help customers improve operational performance and gain better visibility into critical business processes. The company continues to expand its capabilities through technology investment and strategic acquisitions.

The private equity sponsor is focused on strengthening operational infrastructure while supporting the company’s long-term growth strategy.

A middle-market private equity sponsor has partnered with the leadership team of a rapidly growing technology-enabled services platform that delivers specialized solutions to enterprise and mid-market customers across North America.

The company has built a strong market position through deep industry expertise and long-standing customer relationships. As the business continues to scale, leadership has identified several opportunities to improve operational efficiency, strengthen technology infrastructure, and better align processes across the organization.

The Chief Transformation Officer will play a central role in leading a multi-year transformation initiative designed to improve operational performance and position the company for its next stage of growth.

This role sits at the intersection of strategy, operations, and technology and will work closely with the CEO and private equity sponsor to drive initiatives that enhance scalability, operational discipline, and overall enterprise value.

Market Position
The company operates within a specialized segment of the services market where operational complexity and domain expertise create meaningful barriers to entry.

Key strengths include:
• Long-standing customer relationships within multiple industry verticals
• High-value services embedded within customer operations
• A growing technology platform that supports service delivery and data analytics
• A reputation for reliability and specialized expertise

Demand for the company’s services continues to grow as customers increasingly seek technology-enabled solutions that improve efficiency and operational performance.

Multiple Growth Drivers
The business has several initiatives that will support continued expansion and operational improvement.

Key growth initiatives include:
• Expanding service capabilities supported by digital tools and analytics
• Improving operational efficiency across service delivery functions
• Leveraging data to provide deeper insights and value to customers
• Integrating acquisitions that expand the company’s geographic reach and capabilities

Value Creation Opportunity
The private equity sponsor views operational transformation as a major driver of long-term value creation.

Priority initiatives include:
• Implementing technology-enabled improvements across core operational processes
• Strengthening reporting, performance metrics, and operational transparency
• Aligning processes and systems across business units
• Driving initiatives that improve margins and operational scalability

The Chief Transformation Officer will work closely with the executive team to ensure these initiatives are executed effectively while maintaining the company’s strong customer relationships and service quality.

Education / Experience
• Bachelor’s degree in Business, Engineering, or related field
• 15+ years of experience in operations, consulting, or transformation leadership roles
• Prior experience in technology-enabled services or complex operational environments

Operational Expertise
• Strong background in operational improvement and process transformation
• Experience implementing technology-enabled operational initiatives

Leadership
• Ability to lead cross-functional initiatives across large organizations
• Strong analytical and strategic thinking capabilities

Private Equity Orientation
• Experience operating in performance-driven environments
• Ability to balance strategic initiatives with near-term operational priorities
• Prior middle-market experience strongly preferred

• Base salary: $275K - $325K
• Performance-based bonus
• Equity participation aligned with enterprise value creation