About Wokelo:
Wokelo is a pioneering LLM agentic platform for investment research and decision-making. Our proprietary large language model (LLM)-powered technology automates complex research and analysis tasks that traditionally take days or weeks, delivering high-fidelity insights in minutes. Venture-backed with leading investors such as KPMG Ventures, Geek Ventures, and Array Ventures, Wokelo is trusted by top-tier clients including Bain, SoftBank, Google, P&G, Berkshire, Guggenheim, and other global leaders in Private Equity, Consulting, and Investment Banking.
We are headquartered in Seattle with a global team, supported by renowned venture funds and industry leaders who share our vision.
About the Role:
We are seeking a highly skilled Strategy & Operations Manager to join our team. As part of the Founder's office you’ll be responsible for setting up and scaling different business functions. Working with the co-founders on go-to-market, enterprise sales, product strategy, customer experience, investor relations, analytics, and more.
Responsibilities:
Product strategy: Engage with customers through workshops to gather feedback and perform market research to inform product roadmap.
Go-to-market and growth: Setup marketing stack, undertake initiatives to increase top-ofthe-funnel leads, activate new channels and partnerships.
Enterprise solution design: Conduct demos, develop customized solutions, create proposals/collateral, play an account manager role for marquee clients.
Cross functional collaboration: Collect and relay client feedback to sales, customer success, legal, tech teams as well as contractors for product and process improvements.
Business operations: Support co-founders in reporting KPIs and analytics, managing investor relations, sales enablement, process automation, and hiring.
Who you are?
2-3 years of post MBA experience in PE/Consulting/Investment banking firms such as Mckinsey, BCG, Bain, Deloitte, PwC, EY, KPMG, Goldman Sachs, JP Morgan, Blackrock etc.
Background in business research, consulting or investment banking.
Exceptional problem-solving abilities with keen attention to detail.
Strong analytical mindset, adept at turning data into actionable insights.
Hands-on, execution oriented and comfortable working with ambiguity.
Strong presentation skills with experience providing technical guidance to customers.
Outstanding verbal and written communication, ability to build strong relationships.
Why you’ll want to work here:
Experience as a founding member of a Gen-AI startup team with exceptional traction with the world's largest investment banks, private equity firms and consulting firms demonstrating a strong product-market fit.
Our platform is incredibly powerful and we push the limits to what can be achieved using AI. We challenge ourselves with problems that haven’t been solved and which don’t have any existing playbook.
Our company is lean but well-funded, you’ll join at a time where you can impact and shape the company and function.
Benefits include:
- Medical, Dental, Vision coverage.
- 401k contribution
- PTO
Top Skills
What We Do
Wokelo is a Gen-AI powered investment research platform for automating complex research workflows like due diligence, sector research, and portfolio monitoring.
Leveraging its proprietary large language model (LLM) based-agents, Wokelo automates and streamlines the curation, synthesis, and triangulation of data, delivering client-ready outputs.
Wokelo works with leading private equity funds, investment banks, consulting firms, and corporates to make data-driven decisions.
