Position Overview:

The Chief Strategy Officer (CSO) serves as Bluestone’s executive integrator, mid-term planning architect, and strategic growth engine. Reporting directly to the CEO, the CSO bridges long-term corporate vision with near-term operational execution, closing the 2–6 quarter planning gap and managing cross-functional capacity to drive sustainable top-line expansion. This leader owns macro strategic planning, corporate development integration, core asset roadmaps (Bridge tech, AI enablement), strategic oversight of human capital, and sell-side exit readiness. Operating as an incubation leader, the CSO pilots new service lines, executes M&A integrations, and validates growth opportunities before executing clean handoffs to long-term operational leadership.

Schedule: Full time position

Salary: $225,000 - $280,000 base compensation plus bonus

Responsibilities:

Long-Term Strategy & Mid-Term Roadmap Governance

• Own Bluestone’s long-term (2–3+ year) strategic planning process, ensuring tight alignment between macro growth goals, market expansion vectors, and the enterprise financial model.
• Translate multi-year vision into a disciplined mid-term (2–6 quarter) operational planning cycle, bridging long-term strategy with quarterly execution ("rocks").
• Maintain master development roadmaps for core business assets and capabilities (including the Bridge platform, AI/automation initiatives, and care model enhancements).
• Partner with Finance to build business cases, ROI assessments, and capital allocation frameworks for major strategic investments, managing organizational capacity to ensure on-time delivery.

Voice of Customer & Market Intelligence

• Institutionalize continuous feedback loops across senior living operators, clinicians, and patients to ensure real-time market needs inform the strategic roadmap.
• Monitor market dynamics, competitor positioning, and regulatory shifts to identify strategic risks and emerging expansion vectors.

New Business Incubation & Strategic Handoffs

• Lead the launch and early-stage incubation of net-new lines of business, service capabilities, and market expansion efforts.
• Direct post-merger integration (PMI) processes for acquired entities (e.g., MSO, regional practice acquisitions), establishing governance, operational alignment, and synergy capture.
• Design flexible operational handoff protocols to transfer stabilized initiatives to long-term operational owners—whether integrating into existing primary care leadership or establishing dedicated executive structures.

Exit Readiness, M&A & Private Equity Support

• Serve as the executive lead for sell-side readiness, working alongside the CEO and CFO to shape the enterprise growth story, value-creation narrative, and strategic positioning for future liquidity events or recapitalizations.
• Direct market and competitive intelligence to support corporate development, buy-side M&A diligence, and strategic partnership evaluation.
• Lead management presentation prep, data room curation, and strategic diligence workstreams during fundraising or transaction processes.

Qualifications:

• Experience: 10+ years of senior executive experience in healthcare strategy, corporate development, management consulting, or strategic operations within high-growth, PE-backed platforms.
• Strategic Integration & Planning: Proven track record of designing mid-term strategic planning frameworks, managing complex cross-functional roadmaps, and executing operational handoffs.
• Growth & Transaction Experience: Hands-on experience incubating new healthcare service lines, leading M&A integrations, and participating directly in sell-side M&A or PE recapitalization processes.
• Human Capital Acumen: Demonstrated success connecting organizational design and HR strategy directly to business performance and enterprise valuation.
• Education: Bachelor’s degree in Business, Finance, Healthcare Administration, or related field required; Master’s degree (MBA or MHA) strongly preferred.

Bluestone Benefits:

• Health Insurance
• Dental Insurance
• Vision Materials Insurance
• Company paid Life Insurance
• Company paid Short and Long-term Disability
• Health Savings Account (with employer contribution)
• Flexible Spending Account (FSA)
• Retirement plan with 4% matching contributions
• Unlimited PTO Plan