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Workhelix

Forward-Deployed Strategist

Workhelix

. Engage deeply with customers to understand strategic goals, operational challenges, and data landscapes .

Posted 11/4/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $145,000 - $225,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in client engagement, strategic consulting, and delivering measurable business outcomes through data-driven insights. Proficient in managing complex customer relationships and leading cross-functional teams to drive AI adoption and business transformation.

Highest-signal resume keywords
Client-Facing ExperienceQuantified Business Case DevelopmentData Ecosystem NavigationStrong Communication SkillsSaaS Customer Engagement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Quantitative ThinkingData AnalysisBusiness TransformationAI AdoptionSolution DesignStakeholder ManagementCustomer OnboardingEngineering CoordinationSoftware-Led SolutionsSQL Proficiency
Soft Skills
Influencing SkillsOrganizational SkillsAdaptabilityCollaborationPresentation Skills
Tools & Technologies
Workhelix Nucleus PlatformSteerCo Meeting Management
Industry Keywords
SaaSB2B EnterpriseHigh-Growth EnvironmentsCustomer ValueExpansion Opportunities

Tech Stack

Tools & technologies
SQL

About the role

Key responsibilities & impact
  • Engage deeply with customers to understand strategic goals, operational challenges, and data landscapes
  • Identify critical workflows and data sources driving AI adoption and business transformation
  • Build quantified business cases connecting Workhelix insights to measurable customer outcomes
  • Lead client workstreams with Engineering and Product to design and deploy scalable, customized solutions
  • Lead customer onboarding and enablement sessions for the Workhelix Nucleus platform
  • Present data-driven insights and strategic recommendations to client executives
  • Influence product enhancements based on field insights
  • Scope new and expansion engagement opportunities across diverse industries
  • Work with Sales to deliver customer value and grow Workhelix ACV
  • Run SteerCo meetings, manage agendas, document decisions, and share follow-ups
  • Organize workstreams and maintain stakeholder alignment in ambiguous environments
  • Manage customer engagements and portfolios independently over time
  • Identify and deploy novel solutions that increase customers' AI investment value
  • Identify additional value opportunities and participate in expansion and renewal conversations

Requirements

What you’ll need
  • 6+ years of experience in client-facing roles, particularly in strategy, consulting, SaaS customer-facing environments, or similar
  • Experience coordinating internal engineering and data science teams
  • Demonstrated ability to deliver results in complex organizational environments like B2B enterprise
  • Experience building quantified business cases, or ability to pick this up quickly
  • Comfort navigating complex data ecosystems and identifying insights that drive business value
  • Quantitative thinking and ability to translate data into customer insights
  • Experience developing novel, software-led solutions for enterprise customers
  • Track record of driving adoption and behavior change with stakeholders not formally managed
  • Strong written and verbal communication across technical and executive audiences
  • Comfort with ad-hoc data analysis
  • Ability to travel up to approximately 25% as required
  • Candidates preferably based in San Francisco, or able to work remotely with quarterly travel to the home office
  • Working SQL proficiency (nice to have)
  • Prior early-stage, high-growth SaaS experience (nice to have)
  • Experience building or scaling internal processes from scratch (nice to have)
  • Experience working with SaaS sales teams and recognizing expansion opportunities (nice to have)

Benefits

Comp & perks
  • Equity
  • Health Benefits
  • Competitive compensation package and benefits
  • Chance 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
  • Healthy working practices
  • High-trust, high-autonomy work environment
  • Remote work with quarterly travel to the home office