Forward Deployed Strategist
About The Position
As a Forward Deployed Strategist, you will operate at the intersection of product, strategy, and customer success. This is a highly hands-on role where you will own projects end-to-end and work directly with senior stakeholders at innovative AI and fintech companies. You will: Design and lead customer pilots, implementations, and onboarding programs Own customer outcomes from initial deployment through expansion Partner directly with Heads of Pricing, RevOps, Finance, and Product to solve complex revenue challenges Translate business problems into scalable product configurations and workflows Identify repeatable implementation patterns to improve speed-to-value Surface insights from customer deployments to inform product roadmap and go-to-market strategy Drive strategic initiatives that convert customer feedback into measurable business impact This is not a recommendation-only role — you will be responsible for execution, delivery, and measurable outcomes.
Requirements
- 2–8 years of experience in investment banking, strategy consulting (MBB or equivalent), OR a strategy/bizops role at a high-growth startup AND/OR 2+ years in a BizOps, Strategy, or deployment-focused role at a VC-backed startup with demonstrated ownership of end-to-end initiatives
- Experience working with enterprise SaaS customers
- A track record of leading complex projects from problem definition through execution
- Comfort working directly with senior stakeholders and influencing decision-making
- Strong analytical and communication skills
- Ability to work onsite in San Francisco five days per week
- You are energized by building systems from scratch, operating with autonomy, and taking full accountability for outcomes.
Nice To Haves
- Experience with B2B pricing, revenue operations, or go-to-market systems
- Exposure to AI-enabled products or technical implementations
- Experience designing and running pilots or implementation programs
- Background at high-growth fintech, SaaS, AI, or infrastructure companies
- Experience in high-bar, fast-moving environments
Responsibilities
- Design and lead customer pilots, implementations, and onboarding programs
- Own customer outcomes from initial deployment through expansion
- Partner directly with Heads of Pricing, RevOps, Finance, and Product to solve complex revenue challenges
- Translate business problems into scalable product configurations and workflows
- Identify repeatable implementation patterns to improve speed-to-value
- Surface insights from customer deployments to inform product roadmap and go-to-market strategy
- Drive strategic initiatives that convert customer feedback into measurable business impact
Benefits
- Competitive base salary: $140,000 – $170,000
- Meaningful early-stage equity (range discussed during interview process)
- Visa sponsorship available
- Full-time, onsite role in San Francisco
- Unlimited PTO policy
- Daily in-office team lunches
- High-growth, high-impact environment with significant ownership and career acceleration potential
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
