Lead Consultant, Strategy & Value

Optimizely; New York (NY); On-site; USD 195,000 - 332,000; Full time

Job summary

Optimizely in New York is seeking a Strategy & Value Consultant, a customer-facing expert who helps clients build business cases and extract value from our marketing technology products and services. You will work directly with the Sales team on high-value engagements to map goals and outcomes, and become a subject-matter expert driving research and scalable materials.

You will shape value positioning and contribute to strategic frameworks, collaborating with senior leaders to influence product

Qualifications

• Experience in customer-facing strategy consulting or advisory services
• Ability to facilitate executive-level discussions
• Experience with financial/business case modeling

Responsibilities

• Quantifying impact of working with Optimizely and framing value propositions
• Developing strategies and roadmaps with clients, sales, and services
• Coaching customers to translate challenges into business goals and milestones
• Leading customer workshops on digital strategy with industry context
• Creating financial presentations for C-level executives and long-term goals
• Refining ROI/TCO models and client-facing tools
• Supporting Account Executives on deal strategy as a thought partner
• Scaling knowledge across the go-to-market organization
• Contributing to case studies and thought leadership
• Representing Optimizely at external events and customer forums
• Partnering with Sales, Solutions Engineering, and Professional Services to improve enterprise sales
• Guiding onboarding success and defining value roadmaps

Skills

Analytics

Digital CX

Conversion optimization

Management consulting

SaaS

Executive discussions

MarTech

Financial models

Value consulting

Sales collaboration

Education

Bachelor's degree

Job description

We're not here to add to the noise. We're here to cut through it- with AI that actually works for marketers.

From AI-powered content creation to world-class CMS and the industry's most trusted experimentation platform, Optimizely is the tool modern marketers actually want to use. AI-Ready. Set. Go.

10,000+ brands including H&M, PayPal, and Zoom already get it. So do Gartner, Forrester, and IDC, who consistently recognize us as leaders in MarTech.

But here's the thing about building great products: it takes great people. Our 1,600+ Optimizers across 12 global offices are curious, collaborative, and refreshingly human. We don't do corporate speak. We do real conversations, big ideas, and genuinely care for the work we make together.

If you want to be part of a team that's shaping the future of marketing technology — and actually enjoys doing it — you're in the right place.
Find us on Instagram: @optimizely

Introduction

The Strategy & Value Consultant is a customer-facing expert who helps clients develop business cases and advise them on how to extract value from our products and services. You will be a core member of the Sales team, working directly on high-value client engagements to develop business cases and map out customer goals and outcomes. You will also develop into a subject matter expert who will drive research, create scalable materials, and coach others in the business on better understanding and positioning the value of our products and services.

The Strategy & Value Consulting Team is a very high-profile team at Optimizely, led by our VP of Value and working directly with our CEO, CRO, VP of Product Strategy, and many other senior leaders. Your work will help shape the direction and future of Optimizely’s business and value positioning.

Job Responsibilities

• Quantifying the impact of working with Optimizely
• Devising strategies and roadmaps together with clients, sales, and services
• Coaching customers on how to translate the challenges of their current tooling into core business goals, milestones, and specific priorities
• Developing and leading customer workshops on digital strategy, based on your industry knowledge and context from research
• Developing C-Level strategic and financial presentations to provide honest guidance and establish realistic long-term goals
• Refining ROI/TCO models and frameworks, developing client-facing online tools and frameworks
• Supporting Account Executives as thought partners on the deal strategy
• Scaling your knowledge throughout the go-to-market organization
• Contributing to financial and strategic case studies
• Publishing industry-facing thought leadership and representing Optimizely as a thought leader at external events
• Partnering with Sales, Solutions Engineering, and post-sales Professional Services to continuously improve the enterprise sales approach
• Guiding customers on the onboarding support they will need to realize their goals, and defining a value roadmap to make this a digestible process

Knowledge and Experience

• 4+ years of experience in customer-facing roles in:
• Analytics, digital customer experience, or conversion optimization
• Management consulting or in-house strategy for digital or technology firms
• SaaS, ideally for a customer experience technology
• Ability to facilitate executive level discussions, understanding the motivations and concerns of C-level executives and connecting your messaging to them
• Basic understanding of the MarTech landscape and how different SaaS tools are used to achieve different outcomes
• Ability to explain strategy and concepts to executives, technical teams, practitioners, and other stakeholders
• Ability to thrive in ambiguity and help define a structure
• Proven communication and presentation skills
• Experience in both qualitative and quantitative analysis, financial / business case models
• Ability to understand, interact with, and advise various C-level stakeholders
• Familiarity with customer experience technology, able to understand digital analytics and design / product / CRO processes
• Experience working with sales management and field sales
• Familiarity with value-based selling or value consulting is helpful

Education

Bachelor's of Science or Business Administration preferred or equivalent work experience

Competencies - Legacy Section

Interacting with People at Different Levels Setting a Strategic Vision Communicating Effectively Making Convincing Arguments Attentive Listening

Optimizely is committed to a diverse and inclusive workplace. Optimizely is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

Total Target Compensation range: $195,000-$332,000

Optimizely considers several factors when extending an offer, including but not limited to the role and associated responsibilities, a candidate's work experience, education/training, and key skills.