Strategy & Operations - Manager

Wokelo AI; New York (NY); Remote; USD 80,000 - 110,000; Full time

Job summary

A cutting-edge investment research platform is seeking a skilled strategy & operations professional to join their team. This role involves engaging with clients, setting marketing initiatives, and supporting the founders in scaling their business functions. Candidates should have post-MBA experience in PE, consulting, or investment banking, along with solid problem-solving and analytical skills. Competitive benefits include medical coverage and 401k contributions.

Benefits

Medical, Dental, Vision coverage

401k contribution

PTO

Qualifications

• 2-3 years of post-MBA experience in relevant fields.
• Background in business research, consulting, or investment banking.
• Exceptional problem-solving abilities and keen attention to detail.

Responsibilities

• Engage with customers for market research and product feedback.
• Setup marketing initiatives to increase leads and partnerships.
• Conduct demos and develop customized solutions for clients.
• Relay client feedback to teams for product improvements.
• Support in reporting KPIs, managing investor relations, and hiring.

Skills

Post-MBA experience

Problem-solving abilities

Strong analytical mindset

Verbal and written communication

Presentation skills

Job description

About Wokelo:

Wokelo is a Gen-AI powered investment research platform. It automates complex research and analysis tasks, traditionally performed by humans. Wokelo is leveraged by leading Private Equity, Investment Banks, Corporate Strategy, Venture capital, and Fortune 500 firms.

Our proprietary agentic technology and state-of-the-art LLMs deliver rich insights and high-fidelity analysis in a matter of minutes, transforming how financial decisions are made.

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 professional 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