Strategy & Operations - Associate

About Wokelo:
Wokelo is a Gen-AI powered investment research platform that automates complex research
and analysis tasks traditionally performed by humans. Our platform is utilized by leading
Private Equity, Investment Banks, Corporate Strategy, Venture Capital, and Fortune 500
firms.
Our proprietary agentic technology and state-of-the-art LLMs deliver rich insights and highfidelity analysis quickly, transforming financial decision-making. Headquartered in Seattle,
we have a global team supported by renowned venture funds and industry leaders.

About the Role:
We are looking for a motivated Strategy and Operations Associate to join our team. This role
involves supporting various business functions under the guidance of the Founder's office.
You will work closely with the co-founders and senior management on go-to-market
strategies, product development, customer engagement, and more.

Responsibilities:
• Product Strategy & Development: Gather and analyze customer feedback to
inform the product roadmap. Collaborate with product teams to implement
improvements and new features.
• Market Growth & Sales Enablement: Support marketing strategies and lead
generation efforts. Develop collateral and assist sales and customer success teams
with research and diligence reports for client engagements.
• Client Solutions & Enterprise Engagement: Conduct product demos, prepare
tailored proposals, and develop customized solutions for enterprise clients. Ensure
high-quality outputs and provide feedback for improvements.
• Cross-Functional Collaboration & Process Improvement: Facilitate
communication between sales, customer success, tech, and other teams. Relay
client feedback and assist in refining product and operational processes.
• Business Operations & Reporting: Assist in reporting key performance indicators
(KPIs) and analytics. Support investor relations, process automation, and other
operational tasks.

Who You Are:
• 0-2 years of experience in consulting, private equity, investment banking, or a related
field.
• Strong background in business research, analysis, and problem-solving.
• Excellent analytical skills and ability to derive actionable insights from data.
• Hands-on and execution-oriented, comfortable working in a dynamic environment.
• Strong communication and presentation skills, with the ability to build strong
relationships.
• Comfortable working with ambiguity and able to adapt to changing circumstances.
• Prior experience as a business analyst or consultant with Big 4 firms, capability
centers, knowledge centers, research COEs, top consulting firms, or market research
firms is a plus.
Why You’ll Want to Work Here:
• Be part of a pioneering team in a Gen-AI startup with a strong product-market fit.
• Work on innovative AI-driven solutions for leading financial institutions and
corporations.
• Enjoy a lean but well-funded company structure, where your impact is significant and
valued.
• Competitive compensation and equity packages, comprehensive insurance benefits,
and a flexible vacation policy.
• Remote work with bi-annual offsites for team collaboration.
Location: Remote
Timings: Overlap with US EST time zone