Chief of Staff - Dallas

Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations.

The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM. 

Role: Chief of Staff

Location (On-site) : Dallas, TX

 

The Opportunity

We are seeking a highly capable and analytical Chief of Staff to support the leadership of a growing operating company based in Dallas, Texas. In this strategic role, you will serve as a thought partner to the CEO/General Manager, helping to drive financial discipline, operational effectiveness, and cross-functional alignment across the business.

This position is ideal for someone with strong business acumen, financial fluency, and a sharp eye for operational improvement. As Chief of Staff, you will lead internal planning processes, manage key performance initiatives, and help the leadership team stay focused, informed, and aligned. The ideal candidate is equally comfortable in a spreadsheet or a strategy session and thrives in a fast-moving, entrepreneurial environment.

 

Key Responsibilities

Financial Planning & Strategic Analysis

• Lead annual and quarterly budgeting, forecasting, and planning processes, partnering closely with the CEO and finance team.

• Analyze business performance, track key financial and operational metrics, and generate insights that inform strategic decisions.

• Build and maintain internal dashboards, financial models, and board-ready reporting packages.

• Evaluate potential growth investments and resource allocation decisions based on ROI and business impact.

• Support pricing strategies, margin analysis, and scenario planning to ensure sustainable growth.

CEO & Leadership Support

• Act as a trusted right hand to the CEO—managing priorities, preparing materials for board and investor updates, and ensuring the leadership team is aligned and focused.

• Run leadership team meetings, track follow-ups, and keep the organization accountable to its goals.

• Facilitate communication and coordination across departments, surfacing blockers and driving resolutions.

Operational Excellence & Business Rhythm

• Identify operational inefficiencies and help implement scalable systems, processes, and routines.

• Lead or support special projects that drive business improvement—whether implementing new tools, standing up new workflows, or driving M&A integration.

• Work across functions to harmonize planning, hiring, reporting, and communication cadences.

Data-Driven Decision Making

• Champion a data-first culture by ensuring leaders have the right metrics, dashboards, and reporting tools to support performance.

• Proactively dig into performance trends, operational bottlenecks, or cost centers to identify opportunities for improvement.

• Develop frameworks and tools to help teams evaluate priorities and allocate resources effectively.

Qualifications

• Bachelor’s degree (BS or BA) required, ideally in finance, economics, business, or a related field.

• 1-4 years of experience in finance, operations, consulting, or strategy—ideally in a high-growth, entrepreneurial, or SMB environment.

• Strong grasp of core financial concepts (P&L, cash flow, unit economics, forecasting, etc.).

• Exceptional analytical skills and comfort working with data to derive insights and drive decisions.

• Proven ability to lead projects, manage cross-functional workstreams, and influence without authority.

• Excellent written and verbal communication skills.

• Highly organized, execution-oriented, and able to juggle multiple priorities with precision.

• No MBA required; experience and ownership mindset valued above credentials.

• Located in Dallas, Texas

Why This Role?

This is a rare opportunity to sit at the intersection of finance, strategy, and operations in a growing company. As Chief of Staff, you will gain exposure to every facet of the business and have a seat at the table alongside experienced leadership. If you’re eager to roll up your sleeves, build systems, and help scale a business with discipline and vision—this role is for you.

 

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!

DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN

At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.

Compensation

A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.