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Advise C-level executives and enterprise teams on strategy execution, operating model optimization, portfolio management, and measurable business results. Lead customer engagements, platform launches, executive workshops, enablement sessions, and value journeys. Partner with Customer Success and Sales to drive adoption, renewals, expansion revenue, references, and services revenue. Build trusted relationships, communicate complex concepts through executive presentations, and help customers maximize value from WorkBoard.

Manage strategic relationships with enterprise customers, advising executives and program teams on strategy execution, OKRs, change management, platform adoption, training, and measurable business outcomes. Build customer success plans, lead program meetings, develop champions and communities, coordinate communications and training, monitor account health and consumption, and drive customer self-sufficiency. The role is client-facing, fast-paced, and likely requires 50% travel.

Leads strategic advisory and consulting services for enterprise customers, helping executives define, communicate, and execute strategy using WorkBoard. Responsibilities include guiding implementations, facilitating executive workshops, developing operating models, enabling platform adoption, demonstrating customer value, supporting renewals, and identifying expansion opportunities. The role partners closely with Sales, Customer Success, and Product teams while managing senior customer relationships and delivering measurable business outcomes.

Lead strategic services for enterprise customers by advising C-level executives, guiding strategy execution and portfolio management, launching the WorkBoard platform, and demonstrating measurable business value. The role includes executive workshops, enablement, customer value planning, renewals, expansion opportunities, and strategic consulting across complex organizations. Success requires building trusted customer relationships, influencing senior leaders, and partnering with Sales, Customer Success, and Product teams to drive adoption, retention, and growth.

Customer-facing technical role spanning pre- and post-sales: build and customize demo environments, implement and troubleshoot SSO/SCIM and API integrations (Workday, Jira, Salesforce, BambooHR), manage provisioning and enterprise identity setups, advise customers on AI adoption, create repeatable deployment runbooks, and support go-live and adoption for mid-market and enterprise accounts.