Forward-Deployed Strategist

This is a fully remote position, open to applicants in California.

📋 Description

• Engage thoroughly with clients to comprehend their strategic objectives, operational hurdles, and data environments.

• Identify key workflows and data sources that are pivotal for AI implementation and business transformation.

• Construct measurable business cases linking Workhelix insights to tangible customer results.

• Oversee client workstreams in collaboration with Engineering and Product to design and implement scalable, tailored solutions.

• Facilitate customer onboarding and training sessions for the Workhelix Nucleus platform.

• Deliver data-driven insights and strategic advice to client executives.

• Advocate for product enhancements based on practical insights gathered from the field.

• Assess new and expansion engagement opportunities across various industries.

• Collaborate with Sales to enhance customer value and increase Workhelix annual contract value (ACV).

• Conduct SteerCo meetings, manage agendas, document resolutions, and communicate follow-ups.

• Organize workstreams and ensure stakeholder alignment in uncertain situations.

• Independently manage customer engagements and portfolios over time.

• Discover and implement innovative solutions that enhance the value of customers' AI investments.

• Recognize additional value opportunities and engage in discussions regarding expansion and renewal.

⛳️ Requirements

• A minimum of 6 years of experience in client-facing roles, especially in strategy, consulting, SaaS environments, or similar fields.

• Proven experience in coordinating internal engineering and data science teams.

• Demonstrated capability to achieve results in complex organizational settings such as B2B enterprises.

• Experience in constructing quantified business cases, or a strong aptitude to learn this skill quickly.

• Familiarity with navigating intricate data ecosystems and extracting insights that generate business value.

• Strong quantitative reasoning and the ability to convert data into actionable customer insights.

• Experience in developing innovative, software-driven solutions for enterprise clients.

• A history of promoting adoption and behavioral change among stakeholders without formal management authority.

• Excellent written and verbal communication skills for both technical and executive audiences.

• Comfort with performing ad-hoc data analyses.

• Willingness to travel approximately 25% of the time as necessary.

• Candidates should preferably be located in San Francisco, or be willing to work remotely with quarterly travel to the home office.

• Proficiency in SQL is a plus.

• Previous experience in early-stage, high-growth SaaS companies is advantageous.

• Experience in establishing or scaling internal processes from the ground up is a plus.

• Background in collaborating with SaaS sales teams and identifying expansion opportunities is beneficial.

🏝️ Benefits

• Equity

• Health Benefits

• Competitive compensation package and benefits

• Opportunity to learn and collaborate with industry leaders such as Andrew Ng, Erik Brynjolfsson, Andy McAfee, and Daniel Rock

• Chance to contribute to building a company, culture, and products from the very beginning

• Promotion of healthy working practices

• High-trust, high-autonomy work environment

• Remote work arrangement with quarterly travel to the home office