Klarity · 1 month ago
Strategy & Optimization Lead: Transformation & AI Value Delivery
San Francisco, CA
Full-time
Onsite
Senior Level
5+ years expKlarity is a company that partners with Fortune 500 companies to deliver real AI outcomes. They are seeking a Strategy & Optimization Lead to design the strategic operating system for customer onboarding and value realization, driving operational excellence and measurable impact.
AccountingArtificial Intelligence (AI)Document ManagementDocument PreparationGenerative AIMachine LearningSaaSSoftware
Responsibilities
Define and maintain Klarity’s customer journey stages, event taxonomies, and lifecycle logic for each persona
Operationalize core metrics including Time-to-Value (TTVR), Implementation Health Index (IHI), and Customer Health Index (CHI)
Design canonical journey infrastructure and measurement systems for journey events, stage transitions, account summaries, and play triggers
Drive our strategy portfolio focused on reducing variability and hours across value realization by standardizing playbooks and operating cadences. Identify bottlenecks and prototype high-leverage improvements across people, process, data, and tooling
Partner with Product to turn repeatable implementation patterns into productized workflows
Drive quarterly strategic initiatives tied to TTVR attainment, and customer experience goals
Build automations, templates, and systems that eliminate manual effort for delivery teams
Own Strategic reporting and dashboards for post sales strategy, implementation progress, adoption, risk signals, and health scoring
Partner with GTM ops and Product to build requirements that inform automation reporting pipelines that combine CRM, product telemetry, support and customer insights
Deliver executive-ready insights that guide customer strategy and prioritization
Codify end-to-end workflows across onboarding and value realization
Qualification
Required
5+ years in Strategy & Operations, BizOps, Transformation, Consulting or Post-Sales Ops
Systems thinker who can move seamlessly from 50,000 ft (strategy & architecture) to 500 ft (dashboards, data fields)
Exceptional with data: Prototyping dashboards, defining metrics, and designing lifecycle logic
Obsessed with clarity, repeatability, and making teams more effective
High-agency builder who thrives in ambiguity and creates structure where none exists
Excellent communicator: Can speak equally well to executives, operators, and engineers
Benefits
Equity in addition to competitive cash compensation
100% Employer-Paid Medical, Dental & Vision options!
Paid Parental Leave
$500 Annual Learning Fund
$100 Monthly Wellness Fund
401k via Betterment
Relocation support to San Francisco Bay Area (where applicable)
BART or Caltrain to the office?: Contribute pre-tax funds to a Parking & Transit account, and you will never be taxed for it!
Lunchtime, Leveled Up: Enjoy curated local eats.
Snack Central: Drinks and snacks for every craving - from healthy bites to Klarity team favorites.
Onsite Gym Access: A state-of-the-art fitness center right downstairs, and it’s free!
Safe & Secure Bike Room: Commute in and safely store your bike.
Company
Klarity
Klarity is an online documentation platform that provides manual document processing, reviewing, and management services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$90.38M2024-06-24Series B· $70M
2022-01-24Series A· $18M
2019-01-20Seed· $1.8M
Leadership Team
Andrew Antoš
Founder & CEO
Nischal Nadhamuni
CTO & Founder
Recent News
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2025-11-14
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2025-02-25
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