Forward-Deployed Strategist

Who We Are

Workhelix is a tech-enabled services company with a single goal: helping organizations get the most out of their AI investments.

Our people and software combine to give leaders answers to the three critical questions about the business value of AI:

• Where are our top opportunities to create value with AI?
• Are our current efforts actually delivering? What’s their ROI?
• How can we accelerate and increase the benefits of our AI?

To find answers for each customer, Workhelix applies our unmatched expertise in economics, AI, and data science. We have pioneered a task-scoring method to identify top GenAI opportunities, ensuring clear, data-driven deployment strategies. Our ROI monitoring suite applies Nobel Prize-winning economics to provide accurate, ongoing insights into the impact of GenAI implementations. Renowned AI and Economics thinkers including Andrew Ng, and cofounders Andy McAfee and Erik Brynjolfsson stand proudly behind our mission.

We maintain a culture established on five key principles. For more information on our leadership principles, please visit the careers page of our website.

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.

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.

• 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 work streams 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 Steer Co meetings, managing agendas, documenting decisions, and sharing clear follow‑ups to keep projects on track.
• Bring structure to ambiguous environments by organizing work streams, maintaining alignment across stakeholders, and ensuring nothing falls through the cracks.

• 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.

• 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…