Chief Strategy Officer (CSO)

About the position The Chief Strategy Officer (CSO) is responsible for furthering the overall mission and strategic direction of the organization. The CSO focuses on conceptualizing and formulating strategic initiatives that further that mission and makes sure that the day-to-day activities of the company support those initiatives. The CSO works closely with the company’s Chief Executive Officer and other executive-level leaders to define the short and long-term strategies and goals and make sure the company’s output falls in line with those goals. This position leads merger and acquisition transactions through cross-functional due diligence and integration activities. This position focuses on strategy development and execution, requiring coordinated communications and resource management from all internal and external collaborators. Finally, this position oversees all marketing and communications, as well as solutions and market development for the organization, to ensure alignment of these activities with the organization's strategic direction. This position is based in Phoenix, Arizona; Denver, Colorado; or Grand Junction, Colorado, and requires local residency in one of these base locations. Our strategic flexibility allows for local work from home opportunities. Responsibilities • Working with the CEO to develop and implement company-wide short-term and long-term strategic initiatives. • Developing the organization’s strategic plan and planning framework while adhering to the direction set by the CEO and Board of Directors. This includes formalizing and leading the strategic planning process, focusing on long term trends and outlook, and monitoring industry business intelligence. • Aligning the strategic vision of the organization with the organization’s solution/product roadmap in collaboration with other executives. • Leading organization efforts in establishing and managing metrics and goals necessary to monitor and drive overall performance to achieve strategic effectiveness. • Leading the organization's marketing and communications strategy and team, to ensure strategic alignment with all outreach, communications, marketing and public relations activities. • Leading the solution and market development and management process and team, to developing innovative solutions that sustainably grow the business, incorporate participant feedback, and provide demonstrable value to our participants. • Provide direct leadership, supervision, and ongoing coaching to team members to ensure performance excellence, professional growth, and strong engagement. • Establish clear goals, priorities, and accountability measures for staff, ensuring alignment with organizational objectives and operational needs. • Foster a collaborative, inclusive, and high‑performing team culture by promoting communication, resolving issues proactively, and supporting continuous improvement efforts. • Communicating organizational strategies and solution roadmap status and activities consistently across the organization ensuring that all management and staff have the most accurate and up-to-date information to share with community collaborators. • Researching and evaluating new technologies, business models, and other innovations which could improve the organization's performance. • Ensuring the organization's objectives and strategies are communicated to participants, community collaborators, business associates, vendors, and contractors. • Evaluating current strategies and operations to make sure they align with organizational objectives. • Working with other executives, coordinate communications, outreach, solution development, and service implementation activities to ensure that new solutions are in line with organizational strategies. • Facilitating the execution of organizational strategies by working collaboratively with other executive team members and ensuring that strategies are communicated, incorporated into all departmental plans, and easily understood by all throughout the organization. • Engaging external business and industry experts to learn and influence business strategies, constantly remaining alert and forward-thinking about opportunities and risks in the industry and the communities served. • Leading organizational merger and acquisition (M&A) life-cycle activities ensuring that all operational and strategic aspects of the merger and the resulting integration of the entities are addressed in the due diligence and transition activities. This includes gathering, analyzing and translated risks and opportunities into insights regarding valuation and structural impact of any M&A opportunity. • Completing market research and strategic fit analyses for each M&A transaction, partnering with other departments in order to ensure that proper protocols and processes are followed and adhered to in a timely manner. • Supporting M&A integration activities, including integration readiness assessments, developing integration strate