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WorkBoardWorkBoardRedwood City, CA

Director, Strategic Services

Director of Strategic Services advising C-level executives on strategy execution and operationalizing objectives using WorkBoard's AI platform. Requires 10+ years experience, ideally from top strategy/consulting firms, to drive customer value, renewals, and expansion at enterprise scale.

165k – 200k/yr
Hybrid10+ YOESolutions Architecture

About the role

Responsibilities

  • Provide prospective and new customers with expert advice on strategy execution and performance maximization.
  • Drive excellent platform launch and introduction processes.
  • Serve as an active guide in early customer journey stages to define and achieve measurable value.
  • Act as a trusted advisor to senior leadership teams, aligning execution with long- and short-range goals through scalable, data-driven operating models and high-impact enablement.
  • Form strategic advisor relationships with C-Level Executives and coach teams to define, communicate, and operationalize results.
  • Lead executive conversations, working sessions, and white-glove enablement sessions.
  • Create decks, design, and graphically represent complex concepts for executive presentations.
  • Deliver exceptional customer experience, close contract renewals, and partner with sales on expansion and new business opportunities.
  • Guide clients in setting ROI-based value journeys, help leaders use platform tools (Agents, Scorecards, Biz Reviews, Meetings).
  • Build and maintain executive and chief of staff relationships for insights, references, case studies, and thought partnership.
  • Partner with Customer Success to close renewals, identify expansion revenue, and secure services revenue.

Requirements

  • Minimum 10 years of work experience.
  • Experience at a strategy firm (e.g., McKinsey, Bain, BCG) or management consulting firm (e.g., PwC, Accenture, Deloitte, Slalom).
  • Strong interest and experience in strategy development, strategy deployment, and operating model optimization.
  • Business-savvy with ability to work seamlessly with leaders across functional disciplines at large enterprises.
  • Self-starter with strong ownership skills, able to support many customer accounts.
  • Arsenal of successful tactics for connecting business value to technology.
  • Proven experience leading enterprise-level implementation or consulting engagements, ideally in SaaS or strategy execution domains.
  • Exceptional communication, storytelling, and influence skills at all organizational levels.
  • Genuine, warm, positive, engaging, and empathetic.
  • Skilled at leading executive conversations, deck creation, understanding client businesses quickly, delivering exceptional CX, navigating complex matrix organizations.
  • Passion for helping organizations achieve best results.

Nice-to-Haves

  • Experience working for a high-growth B2B SaaS company.

Compensation

  • US base salary range: $165k-$200k OTE annual salary (base salary only; does not include equity or benefits).
  • Benefits: Flexible PTO & sick days, paid holidays, health insurance, 401K with employer matching, quarterly bonuses based on company performance, bi-weekly All-Hands meetings, and more.

Skills

Strategy DevelopmentStrategy DeploymentOperating Model OptimizationExecutive AdvisingEnterprise ConsultingSaas ImplementationDeck CreationROI AnalysisStakeholder ManagementBusiness Value Realization
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