Forward-Deployed Strategist

The role

You will work directly with customers to understand their AI goals, scope and deliver solutions, and present data-driven recommendations to their executives. You will also coordinate Workhelix engineering, data science, product and sales teams on client work.

What you will do

• Engage deeply with customers to understand their strategic goals, operational challenges and data landscapes.
• Identify critical workflows and data sources that drive AI adoption and business transformation.
• Build quantified business cases that connect Workhelix insights to measurable customer outcomes.
• Lead customer onboarding and enablement sessions to the Workhelix Nucleus platform.
• Present data-driven insights and strategic recommendations to client executives.
• Spearhead client workstreams with Engineering and Product teams to design and deploy customized solutions.
• Work cross-functionally to influence product enhancements based on field insights.
• Scope new and expansion engagement opportunities, and work with sales colleagues to grow customer value.
• Run SteerCo meetings, manage agendas, document decisions and share follow-ups.
• Organize workstreams and keep stakeholders aligned in ambiguous environments.

Required qualifications

• 6+ years of experience in client-facing roles such as strategy, consulting, customer success, implementation or professional services.
• Experience coordinating internal engineering and data science teams.
• A demonstrated ability to deliver results in complex B2B enterprise environments.
• Experience building quantified business cases, or the ability to pick this up quickly.
• Comfort navigating complex data ecosystems and thinking quantitatively.
• Experience developing novel, software-led solutions for enterprise customers.
• A track record of driving adoption and behavior change with stakeholders you do not formally manage.
• Strong written and verbal communication across technical and executive audiences.
• Comfort with ad-hoc data analysis.
• Ability to travel up to about 25% as required by client and business needs.

Nice to have

• Working SQL proficiency.
• Prior experience in an early-stage, high-growth SaaS environment.
• Experience building or scaling internal processes from scratch in an ambiguous organization.
• Experience working with SaaS sales teams and recognizing expansion opportunities.

Benefits

• Competitive compensation package and benefits.
• Equity.
• Health benefits.
• Opportunity to learn and collaborate with Andrew Ng, Erik Brynjolfsson, Andy McAfee and Daniel Rock.
• Opportunity to help build a company, culture and products from the ground up.
• High-trust, high-autonomy work environment that values healthy working practices.

Before you apply

• Preference is given to candidates based in San Francisco, though remote work is possible.

About the company

Workhelix is an enterprise SaaS company that helps organizations get the most out of their AI investments. It combines people and software to identify AI opportunities and monitor the return on AI implementations.