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WorkBoard

AI-powered platform for OKR execution

Director, Strategic Services

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeLondon, UK£110k - £130k /yr

About the Job

Requirements

  • Have at least 10 years of work experience.
  • Have experience in strategy development, strategy deployment, and operating model optimization.
  • Have experience in both strategy execution and strategic portfolio management.
  • Have proven experience leading enterprise-level implementation or consulting engagements, ideally in Software as a Service or strategy execution domains.
  • Have the ability to connect business value to technology.
  • Have the ability to influence at all levels of an organization and credibly engage executives.
  • Have experience delivering customer value, closing contract renewals, and partnering with sales to identify and close expansion and new business opportunities.
  • Have the ability to understand complex, matrixed organizations and navigate them effectively.
  • Have the ability to map existing strategy execution and portfolio management processes and partner with clients on a path forward.

Responsibilities

  • Provide prospective and new customers with expert advice on improving strategy execution and maximizing performance.
  • Drive platform launches and introductions and guide customers through the early stages of their journey to define and achieve measurable value.
  • Serve as a trusted advisor to senior leaders and their teams, aligning execution with long-range and short-range goals through scalable, data-driven operating models and enablement.
  • Lead executive conversations and working sessions.
  • Create and design presentation decks and graphical representations of complex concepts for executive-level presentations.
  • Quickly understand clients’ businesses and demonstrate tact and poise under pressure.
  • Use techniques to deepen customer value over time.
  • Build understanding of the buyer, buyer pain points, the company methodology, and team operations.
  • Work with Customer Success, Sales, and Product Management to learn the solution, go-to-market approach, roadmap, and Services team partnership.
  • Meet customers and prospective customers to understand senior leadership challenges and how WorkBoard can help.
  • Learn client teams and their quarterly and annual objectives and key results.
  • Use WorkBoard and Salesforce daily to help drive growth.
  • Demonstrate the solution and articulate its value, benefits, and relevance.
  • Create action plans to achieve business key results.
  • Guide clients in setting and aligning a return-on-investment-based value journey.
  • Help leaders use WorkBoard Agents, Scorecards, Business Reviews, and Meetings to run their businesses for results on a weekly basis.
  • Spend time with customers in person and virtually.
  • Lead enablement sessions with senior leaders.
  • Secure customer-reference commitments.
  • Partner with Customer Success to close renewals and identify expansion-revenue opportunities.
  • Build executive and chief-of-staff customer relationships for insights, references, case studies, and thought partnership.
  • Close renewals and secure expansion, upsell, and services-revenue opportunities.

Desired Qualifications

  • Experience at a strategy firm such as McKinsey, Bain, or BCG, or at a management consulting firm such as PwC, Accenture, Deloitte, or Slalom.
  • Experience working for a high-growth business-to-business Software as a Service company.

About the Company

WorkBoard

AI-powered platform for OKR execution

WorkBoard provides a Strategy Execution Platform that uses AI to help organizations align and execute strategic goals through OKRs. Teams can set, track, and measure progress toward objectives, with AI-powered insights that highlight what matters and connect key results to initiatives. The platform is distinguished by its high-profile client base and combination of software with education and events, offering practical best-practice resources in addition to the tool. Its goal is to turn strategic plans into coordinated action and measurable growth across the organization.

Company size
51-200
Company stage
Series D
Total funding
$141.6M
Headquarters
Redwood City, CA
Founded
2014

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