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Lead Consultant, Strategy & Value

Date: Jun 7, 2022

Location: US

Company: Optimizely

Optimizely is focused on unlocking digital potential and we are the recognized category leader in Digital Experience Platform (DXP) and created the category for A/B Testing and experimentation software. We have incredible customers – isn’t that one of the most important aspects of looking for your next job? Optimizely has over 9,000 brands from global organizations such as Visa, Sky, Yamaha, Wall Street Journal to tech innovators like Atlassian, DocuSign, FitBit and Zillow.

Not only are we financially sound and growing but we have unicorn status: Exceeded $300M in revenue in 2020, is profitable already, and has all strategic options ahead of itself. Optimizely continues to invest and addresses a market opportunity north of $30 billion, providing significant personal career growth opportunities.

We are an inclusive culture with a global team of 1200+ people across the US, Europe, Australia, and Vietnam. We blend European and American business culture with emphasis on teamwork, inclusion, and moving fast. People make the difference!

If you are looking to work on the next generation of digital technologies in a fast-paced, hyper-growth environment, apply! We’re just getting started...


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


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


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.