Equity-Backed Portfolio Transformation Strategist

Halyard Collective; San Francisco (CA); On-site; USD 200,000 - 300,000; Full time

Benefits offered by this job

Performance bonus

Long-term equity incentive

Medical, dental, and vision insurance

Job summary

Halyard Collective is seeking a Senior Forward Deployed Strategist to own end-to-end transformations across our portfolio of services companies in San Francisco. You will map operations, design production software, and drive EBITDA impact through AI-powered workflows, with equity upside and a performance bonus.

You will lead on-site work with office leaders, model the business as systems, and sequence initiatives for maximum value while delivering measurable results.

Qualifications

• 4–6 years shipping software that other people depend on.
• Hands-on experience building with LLMs — agents, evals, retrieval, structured extraction.
• Ability to read a P&L, size an opportunity, build the value case and defend it.
• Comfortable with messy real-world data: system exports, spreadsheets, PDFs and the accounting quirks of small businesses.
• Strong communication with non-technical operators, and the presence to present to a CEO or a board.
• Based in San Francisco, or able to travel frequently to San Francisco; willingness to travel regularly to portfolio company offices.
• Bachelor's degree required.

Responsibilities

• Go onsite and work alongside office leaders, property managers, leasing agents and accounting staff to understand how the work actually happens — not how the org chart says it does.
• Map each business as a system: where time goes, where data breaks, where handoffs fail, and which of those move revenue, margin or retention.
• Decide what gets built. The portfolio generates more ideas than we can ship, and sequencing them well is a core part of this role.
• Design, build and own production software end to end: data pipelines, integrations, internal tools and LLM-powered workflows. Working prototypes in days, production in weeks.
• Put AI to work where it earns its place — agentic workflows, document extraction, classification and automation across leasing, maintenance, accounting and owner communication — with the guardrails that work touching money and residents requires.
• Own adoption, not just delivery. Train office teams, refine the workflow based on what you observe, and stay until the new process holds.
• Tie every initiative to the numbers that drive EBITDA, and own the reporting that shows whether it worked.
• Support diligence on acquisition targets and own the business side of post-close integration, building the playbook that makes each one faster.

Skills

Shipping software

LLMs / agents

Business judgment

Communication

Bias to action

Bachelor's degree

Education

Bachelor's degree

Tools

LLMs

Job description

Halyard Collective is seeking a Senior Forward Deployed Strategist to own end-to-end transformations across our portfolio of services companies in San Francisco. You will map operations, design production software, and drive EBITDA impact through AI-powered workflows, with equity upside and a performance bonus.

You will lead on-site work with office leaders, model the business as systems, and sequence initiatives for maximum value while delivering measurable results.