Forward-Deployed Strategist

Workhelix • San Francisco, CA

9d • Onsite

About The Position

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.

Requirements

• At least 7 years 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.

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.

Benefits

• Competitive compensation package and benefits.
• Chance to learn and collaborate with some of the most famous researchers in the AI and digital economy space: Andrew Ng, Erik Brynjolfsson, Andy McAfee, and Daniel Rock.
• The unique opportunity to help build a company, culture, and products from the ground up with a team that values healthy working practices.
• A high-trust, high-autonomy work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees