Workhelix · 16 hours ago
Forward-Deployed Strategist
San Francisco Bay Area
Full-time
Onsite
Senior Level
7+ years expWorkhelix is a tech-enabled services company focused on maximizing AI investments for organizations. The Forward-Deployed Strategist plays a crucial role in transforming business challenges into actionable solutions by engaging with clients, identifying workflows, and delivering customized strategies that enhance AI adoption and business transformation.
Artificial Intelligence (AI)Information TechnologySoftware
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
Qualification
Required
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
Company
Workhelix
Workhelix is a developer of workforce management platform to assist with business management.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
$30.32MKey Investors
AIX Ventures
2025-02-27Series A· $15M
2024-11-05Undisclosed· $15.32M
Leadership Team
James Milin
Co-Founder and Chief Executive Officer
Daniel Rock
Co-Founder and CTO
Recent News
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