Forward Deployed Strategist

Nearform

About The Position

Nearform is hiring a Forward Deployed Strategist for a new team combining strategy and engineering expertise to help enterprise clients improve how they work using AI and automation. The role involves assessing each client’s current situation, identifying opportunities, and shaping solutions that can be built and delivered. It is hands-on, closely connected to technology, and focused on measurable business results rather than strategy documents alone. The Strategist works closely with client teams and forward deployed engineers to understand existing processes, design improved ways of working, develop and quantify business cases, and turn designs into plans engineering teams can implement. The role also involves facilitating workshops, gaining stakeholder support, and helping solutions go live. Between client engagements, the Strategist contributes to business development, develops Nearform’s methods and tools, and helps strengthen the growing team.

Requirements

At least 10 years of experience in consulting, business analysis, operations improvement, or a similar role.
Demonstrated experience mapping and redesigning business processes with real stakeholders.
Confidence facilitating workshops, interviewing frontline staff, and presenting to client stakeholders, including C-suite leaders.
Focus on client outcomes, working backward from desired business results and judging success by business change.
Experience building business cases and quantifying operational improvements credibly for finance leaders.
Ability to create clear, compelling presentations and narratives for quarterly business reviews and leadership updates.
A builder’s mindset: works in short cycles and tests ideas quickly; can create proofs of concept using tools such as Claude Cowork, Lovable, or Replit.
Solid understanding of the capabilities and limitations of AI and automation; able to collaborate effectively with engineers without needing to code.
Strong writing skills and ability to turn complex conversations into clear, actionable documents.
Able to spend time at client sites.

Responsibilities

Observe client teams and understand how their processes work in practice, including workarounds and undocumented steps.
Identify opportunities for AI and automation while determining where human judgment remains necessary.
Work with forward deployed engineers to design improved processes and test ideas against technical feasibility.
Own business cases for redesigned processes, quantify expected value, and define how results will be measured.
Translate process designs into plans that engineering teams can implement and support delivery through go-live.
Run workshops, engage frontline staff, and present cases to senior leaders.
Participate in early conversations with prospective clients and help shape proposals.
Develop methods, tools, and project stories based on engagement learnings.
Share effective practices, test new ideas, and help define how the team operates as it grows.