Forward Deployed Strategist

 

Title of Role: Forward Deployed Strategist
Location: San Francisco, CA
Company Stage of Funding: Series A (VC-backed)
Office Type: Onsite – 5 Days a Week
Salary: $140,000 – $170,000 base + equity

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Company Description

Our client is an early-stage, venture-backed B2B SaaS company building next-generation revenue infrastructure for high-growth technology businesses. Backed by leading venture capital firms and executives from top AI and fintech companies, they are redefining how modern enterprises approach complex pricing models across usage-based, outcome-based, and hybrid revenue structures.

In just a short time, the company has secured significant enterprise customers and is scaling rapidly. With a strong engineering foundation already in place, the team is now investing heavily in customer-facing strategic talent to help drive implementation, adoption, and expansion.

This is a unique opportunity to join at an inflection point and play a foundational role in shaping both the customer journey and the company’s long-term strategy.

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What You Will Do

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.

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Ideal Candidate Background

We are seeking high-ownership, analytically rigorous candidates who thrive in fast-paced, high-growth environments.

You likely have:

• 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.

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Preferred

• 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

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Compensation and 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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If you are excited about building the infrastructure powering the next generation of AI and fintech companies — and want to operate at the front lines of customer impact while shaping product direction — this is an opportunity to join early and make a lasting mark.