Job Description

About Us

We are a leading ERP software and solutions provider to dealers and rental companies of heavy equipment. We specialize in working with the construction, mining, forestry, material handling, and agriculture industries. We aim to be the ERP thought leader in our space and a trusted IT advisor to all dealers and rental companies. Today, we have over 750 employees, offices on four continents, and customers in over 20 countries. We are privately held, and our headquarters are in beautiful Cary, NC. We are actively seeking talented individuals to join our team and help us aggressively grow our North American footprint for both our on-premises and 100% cloud-based ERP solutions.

Why work for VitalEdge?

We don’t just sell technology; we enable transformation that results in broader societal benefits like building homes and critical infrastructure, growing food, and delivering all sorts of products we all rely on for daily life. We exist to ultimately equip the world to keep running. We have more than 60 years of combined experience and two industry-leading software suites and associated apps, with which we will drive the market forward. It’s an exciting time to work for VitalEdge – join us!

Position Overview:

We are seeking a high-impact Strategy Manager , reporting to the Chief of Staff. This role plays a critical part in managing board-level governance activities, driving enterprise operating discipline, and translating strategic priorities into structured initiatives.

The role is ideal for a top-tier consultant or strategic operator looking to transition into an operating environment. The ideal candidate is highly analytical, structured, and execution-oriented – comfortable moving between board-level strategy and hands-on operational work. This role offers significant exposure to the CEO, the Executive Leadership Team, and private equity sponsors, with a clear career path to expanded responsibility.

Responsibilities:

CEO & Board Level Strategy

• Partner with the CEO and Chief of Staff to shape enterprise strategy, annual planning, and multi-year value creation initiatives.
• Own development of monthly, quarterly, and annual board and investor materials, including narratives, analytics and executive-ready recommendations.
• Ensure board and executive discussions are decision-oriented, well-framed, and grounded in data.
• Track commitments, action items, and governance decisions to ensure closure and accountability.

Executive & Strategic Support

• Prepare executive and board materials (e.g. strategy decks, operating reviews, KPI dashboards).
• Conduct market, customer and competitive analyses to inform leadership decisions.

Operating Cadence & Execution

• Support the company’s operating rhythm (annual planning, quarterly reviews, executive meetings)
• Prepare materials for executive discussions, including KPI dashboards, operating reviews, and strategy updates
• Ensure follow-ups and decisions are executed across teams
• Identify and address gaps in governance, execution rigor, and management processes.

Cross-Functional Program Management

• Partner across Product, Engineering, Sales, Customer Success, Finance, and Operations to drive alignment
• Act as a connector across functions , ensuring priorities are clearly communicated and executed

Analytics & Insights

• Conduct market, customer, and competitive analysis to inform strategic decisions
• Build business cases and support investment decisions with clear ROI logic
• Translate data into actionable insights in partnership with Finance and RevOps

Required Experience & Skills:

• 3-7 years of experience in management consulting (MBB or top-tier firm preferred), strategy, operations, or high-growth SaaS environments.
• Strong analytical and problem-solving skills; advanced Excel and PowerPoint.
• Demonstrated ability to manage complex, ambiguous initiatives with multiple stakeholders.
• Executive-level communication and stakeholder management skills.
• High ownership mindset with strong follow-through.

Preferred Education & Experience

• Experience in B2B SaaS, ERP, vertical software, or industrial/heavy equipment markets.
• Exposure to private equity-backed companies or board environments.
• Experience working on cross-functional or transformation initiatives

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