Forward-Deployed Strategist

This is a full-time opportunity open to job seekers in the Greater San Francisco area or to those who are willing to relocate there.

Role

At Workhelix, the Forward-Deployed Strategist is pivotal in transforming complex business challenges into actionable solutions. You'll be the bridge between customer needs, data insights, and service execution—ensuring that organizations can make better, faster, and smarter decisions with our expertise. This role combines analytical problem-solving, deep user empathy, and strategic execution.

Key Responsibilities

• Engage deeply with clients to understand their strategic goals, operational challenges, and data landscapes.
• Identify critical workflows and data sources that drive AI adoption and business transformation.
• Spearhead client workstreams with our Engineering and Product teams to design and deploy scalable, customized solutions that meet client needs.
• Lead client training sessions to ensure service adoption and empower users to generate actionable insights.
• Present strategic recommendations and deployment results to client executives, ensuring alignment on value realization.
• Work cross-functionally to influence service enhancements based on field insights.
• Design, build, and deliver impactful demos to prospective and existing clients to showcase Workhelix’s value proposition.
• Scope new engagement opportunities and assess how Workhelix can drive transformation across diverse industries.
• Analyse customer data using SQL to understand specific limitations and ways by which to mitigate these
• Work closely with sales colleagues to continuously deliver value for the customer and grow the ACV for Workhelix
• Drive execution by running SteerCo meetings, managing agendas, documenting decisions, and sharing clear follow-ups to keep projects on track.
• Bring structure to ambiguous environments by organizing workstreams, maintaining alignment across stakeholders, and ensuring nothing falls through the cracks.

What We Value

• Analytical thinkers who thrive in ambiguous environments and approach challenges with curiosity and rigor.
• A customer-centric mindset with a passion for translating complex data into software-led actionable strategies.
• Team players with low ego and a strong desire to contribute to meaningful outcomes.
• Proactive learners who adapt quickly and can guide, lead, and collaborate effectively.
• Exceptional communicators who can engage with stakeholders at every level.

What You Bring

• 4+ years of experience working in client-facing roles, particularly in strategy or consulting with extensive experience working with and/or coordinating with internal engineering and data science teams.
• Demonstrated ability to deliver results in complex organizational environments like B2B enterprise.
• Comfort navigating complex data ecosystems and identifying insights that drive business value.
• Experience developing novel software-led solutions to drive business outcomes for enterprise customers.
• Proficiency in ad-hoc data analysis and reporting.
• Strong SQL skills.
• Ability to travel (about ~25%) as required by client and business needs.
• Based in or willing to relocate to the San Francisco Bay Area for in-office collaboration.

Pay range and compensation package $145,000- $185,000 + Equity + Health Benefits