BUSINESS STRATEGIST JOB DESCRIPTION

Market intelligence goes stale fast. A Business Strategist turns live signals, consumer behavior shifts, competitor moves, and opportunity sizing data into decisions that actually change how an organization competes. The role sits inside the corporate strategy function, translating research and financial modeling into board-ready recommendations and execution roadmaps. What makes it demanding is the span: one week may center on a go-to-market hypothesis for a new product vertical, the next on a cross-divisional initiative that needs a business case with P&L projections. Accountability runs directly to senior leadership and, in many organizations, to the CEO's office.

As the Business Strategist, you define growth opportunities and translate them into structured recommendations that move organizational priorities forward. You work across business divisions and, depending on organizational structure, report to a Chief Strategy Officer, Chief of Staff, or the CEO's office directly, with scope spanning market analysis, strategic planning, and cross-functional initiative management.

Career Impact: Sustained exposure to C-suite decision cycles and management consulting-grade analysis builds market credibility that transfers across corporate strategy, private equity, and operating leadership tracks.

Business Impact: The go-to-market strategies and investment cases you develop directly shape where the organization deploys capital and how it positions itself against competitors in priority segments.

Growth Opportunity: Proficiency across financial modeling, consumer research, and executive communication creates a skills platform that opens pathways to Senior Strategist, Head of Strategy, or corporate development roles within three to five years.

• Conduct market research and competitive analysis to identify growth opportunities and quantify addressable demand.
• Develop financial models and scenario forecasts that evaluate strategic options and their projected business impact.
• Prepare and present data-driven recommendations to senior leadership and cross-functional stakeholders.
• Lead cross-functional projects that translate approved strategies into tracked execution plans.
• Analyze consumer behavior, market trends, and competitor positioning to surface actionable insights.
• Collaborate with business unit leaders to align operational priorities with enterprise-level strategic goals.
• Monitor performance metrics and validate assumptions against actuals to improve future projections.

• Bachelor's degree in Business, Economics, Finance, or equivalent work experience.
• 3 or more years of business strategy, management consulting, or corporate planning experience, with exposure to financial modeling and executive stakeholder management.
• Demonstrated ability to synthesize quantitative and qualitative data into structured, decision-ready recommendations.
• Strong financial modeling and forecasting skills, including scenario analysis and business case development.
• Proven experience managing multiple cross-functional projects simultaneously against defined deadlines.
• Clear written and verbal communication skills, with demonstrated ability to produce executive-level presentations.
• Comfort operating in ambiguous, fast-moving environments where strategic priorities shift with new data.

• MBA or graduate degree from an accredited program, particularly with a concentration in strategy, finance, or management.
• Prior experience in investment banking, private equity, venture capital, or a top-tier management consulting firm.
• Familiarity with consumer or market segmentation methodologies, including A/B experiment design and hypothesis testing.
• Experience engaging directly with C-suite executives or serving as a primary point of contact on multi-month strategic engagements.

• Market opportunity assessments completed per quarter, measured against leadership adoption rate.
• Forecast accuracy ratio, comparing modeled projections to actuals across rolling business reviews.
• Strategic initiative on-time delivery rate, tracking cross-functional projects from kickoff to milestone close.
• Executive presentation approval rate on first submission, reflecting recommendation clarity and rigor.
• Stakeholder feedback score from cross-functional partners on collaboration and responsiveness.
• Typical tools: Data visualization and BI (commonly Tableau or Power BI); financial modeling (commonly Excel); presentation (commonly PowerPoint or Google Slides).

• Base Salary Range: $95,000 to $145,000 depending on seniority and industry vertical
• Bonus: Annual performance bonus, typically 10% to 20% of base salary
• Equity: RSUs or stock options offered at larger corporations and growth-stage companies
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by company size
• PTO: 15 to 20 days annually, plus federal holidays
• Common Perks: Professional development budget, conference attendance, and tuition reimbursement

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including employment history and, where applicable, credit history verification, are a condition of employment for this role. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations for individuals with disabilities are available throughout the hiring process upon request. Candidates must be authorized to work in the United States.

The Business Strategist owns the data analytics framework and operational modeling that power regional and country-level initiatives for the Partner Services team, translating market research and forecasting into clear strategic direction. Reporting to the Partner Services function and collaborating across cross-functional project teams, this role shapes business decisions by delivering data-driven insights that strengthen product and business strategy.

Key Responsibilities

• Develop a data analytics framework and presentation support for the partner services function.
• Influence business decisions by providing comprehensive market research, strategic frameworks, and data-driven insights.
• Build models to forecast operational and project scenarios and their impacts under different strategic directions.
• Contribute to key deliverables, including business reviews.
• Own in-depth analysis to support and strengthen product and business strategy, and provide industry and user insights using a data-driven approach.
• Manage cross-functional projects to support the execution of various strategic actions.

Required Qualifications

• 7 or more years of experience in operations, strategy, or analytics at a consumer platform.
• Experience working with SQL or other business intelligence and reporting query systems.
• Experience with spreadsheets, financial modeling, forecasting, data visualization, performance measurement, and building presentations.
• Experience translating data into actionable insights for audiences across organizational levels.
• Experience analyzing market demand, consumer trends, and competitor strategy to identify business or product improvement opportunities, and defining and measuring the success of those initiatives.
• Experience with proof-of-concept and hypothesis building, A/B experiments, and pilots.
• Working-level proficiency in English.

Embedded within the client services team, the Associate Business Strategist delivers exceptional project coordination and client relationship management across a portfolio of engagements. Working closely with internal team members and external clients, this role builds the communication structures and meeting cadences that ensure deliverables are met on time and client needs are consistently championed.

Core Functions

• Conduct internal and external kickoff meetings.
• Coordinate and facilitate client project meetings.
• Document meeting activities and feedback on deliverables.
• Establish and nurture client relationships.
• Manage projects, set and meet deadlines, and communicate deliverable status to clients.
• Develop and maintain strong communication with clients and internal team members.

Qualifications & Experience

• Bachelor's degree in Business, Communications, or a related field.
• 3–5 years of professional experience in a relevant role, including internships.
• Knowledge of or experience working with government clients is a plus.
• Strong interpersonal and client-facing skills, including the ability to communicate both in person and via email.
• Ability to collaborate in large interdisciplinary teams, manage multiple projects, meet deadlines, and communicate effectively.
• Basic proficiency in PowerPoint, Word, and Excel.
• Professional demeanor and cooperative spirit.
• Flexible approach to the changing nature of work.

Reporting to senior stakeholders, the Junior Business Strategist leads financial modeling and rigorous quantitative and qualitative analysis to evaluate M&A opportunities and support investment recommendations. Partnering with internal teams across functions and business divisions, as well as with external financial and legal advisers, this role builds the analytical foundation that enables confident strategic decisions.

Primary Duties

• Contribute to and selectively lead strategic M&A projects.
• Run financial modeling and conduct rigorous analysis of quantitative and qualitative data to assess opportunities.
• Make recommendations to senior stakeholders.
• Prepare and present presentations to internal and external stakeholders.
• Work closely with internal teams across functions and business divisions, as well as with external advisers, including financial and legal advisers.
• Conduct market screening and analysis to identify or assess potential targets.

Skills & Qualifications

• University degree, preferably in Business Administration, Banking and Finance, or Economics.
• Internship or work experience in investment banking, preferably in Financial Institutions, or comparable experience.
• Strong analytical and problem-solving skills, with the ability to quickly identify issues and key focus areas.
• Corporate finance skills, including valuation and financial modeling.
• Excellent work ethic and ability to work independently.
• Strong written and verbal communication and interpersonal skills.
• Proficiency in English; German is a plus.

Sitting at the intersection of market research and commercial strategy, the Business Strategist builds data-driven business cases for new growth markets, partnership recommendations, and go-to-market strategies for new products and services. Operating across the leadership team, implementation teams, and business stakeholders, this role delivers actionable consumer insights and competitive intelligence that directly shape the organization's growth and profitability.

Duties

• Research, explore, and analyze innovative ideas that reflect significant opportunities to drive growth and profitability.
• Support company initiatives and projects, and where required, maximize opportunities, accelerate plans, and add strategic input into approaches.
• Identify and communicate relevant consumer insights, competitive intelligence, and analytical findings to the leadership team and other business stakeholders.
• Prepare and present robust recommendations on opportunities to drive growth and profitability, including market sizing, demand analysis, and commercial designs.
• Serve as a subject matter expert on current and emerging trends in the weight loss and wellness space.
• Collaborate with implementation and business teams to develop and execute strategic initiatives.

Requirements

• 2–3 years of experience in management consulting, corporate strategy, business analysis, or the financial sector.
• Deep intellectual curiosity and proven critical thinking skills.
• Strong written, visual, and verbal communication skills with confidence presenting to diverse audiences.
• Demonstrated relationship management skills with internal stakeholders.
• Strong project management skills.
• Ability to develop collaborative approaches.
• Ability to coordinate and balance multiple priorities, define work plans, and meet deadlines.
• Passion for learning about current and future business models, long-term trends, and competitor innovations.

A key member of the strategy and innovation team, the Business Strategist leads discovery projects to identify, define, and launch new businesses in the FinTech and non-banking domains, driving virtual teams of researchers, designers, architects, and program managers. Collaborating across corporate development, program management, and external venture partners, this role delivers funded investment proposals and lean-launched ventures that expand the organization's strategic footprint.

Functions

• Drive virtual teams comprising user researchers, designers, architects, and program managers to run discovery projects and deliver proposals for new businesses.
• Drive vendors to deliver work at larger scale, including vendors specializing in competitive intelligence, user research, technical investigation, and venture studios.
• Manage vendor engagements, evaluate methods, select new vendors, and oversee resourcing and scheduling in partnership with program management.
• Construct funding proposals to top management to drive investment decisions in partnership with corporate development.
• Drive launch of justified ideas in a lean style, either as new companies or as new businesses within the organization.
• Work with partners to find the right founding team for new companies, support structuring for success, and facilitate interaction with relevant functional areas for product launch and marketing.
• Manage and groom the pipeline of business ideas to be investigated.

Experience & Qualifications

• 10 or more years of experience in medium to large organizations in strategy, product management, corporate development, or a similar role involving business model or organizational design.
• 3 or more years of experience in small, agile environments, ideally startups, working with product designers and user researchers.
• Experience managing vendors, statements of work, contracts, and procurement processes.
• Strong communication and influencing skills with stakeholders at all levels, including executives.
• Demonstrated ability to build credibility, establish rapport, and maintain relationships with stakeholders at multiple levels.
• Demonstrated ability to understand the big picture, consider both long- and short-term impacts, and switch between detail and big-picture thinking seamlessly.
• Proactive stakeholder management skills, including the ability to manage expectations and introduce solutions early.
• Comfort with reorienting plans when research findings or new data indicate a change in direction is required.
• Demonstrated ability to embrace and thrive in ambiguity and in environments with shifting priorities.
• Product owner-style experience with articulating and prioritizing requirements.

As the Business Strategist, this role shapes the go-to-market strategy and thought leadership that positions the contact center solution as a top industry leader, developing and executing plans in partnership with sales, marketing, and demand generation stakeholders. The contact center technology team relies on this work to create high-impact content, strategic communications, and presentation materials that connect the portfolio to the market's most critical needs.

Activities

• Develop and execute an industry go-to-market strategy to establish the contact center solution as a top industry leader.
• Provide in-depth strategic insights and thought leadership on contact center and customer service trends to top management.
• Develop a deep understanding of the business and the portfolio of projects that drive the strategy.
• Collaborate cross-functionally to create and share high-impact content, assets, and communications that position contact center solutions to address the market's most important needs.
• Identify strategy, goals, and objectives for the coming year by working with key stakeholders across sales, marketing, and demand generation functions.
• Create strategic communications and presentation materials for internal and external audiences.
• Understand target customers, their needs, and how to build products that meet those needs.
• Manage multiple projects and stakeholders.

Position Requirements

• Bachelor's degree required; MBA preferred.
• 10 or more years of experience in management consulting, strategy and planning, and product marketing roles in the contact center IT service area.
• 5 or more years of people management experience preferred.
• Demonstrated ability to build trusted relationships with customers at all levels based on subject matter expertise.
• Demonstrated strategic thinking with the ability to translate strategic objectives into practical action and execute concrete strategic initiatives.
• Demonstrated experience leading and coordinating multi-functional teams with diverse interests toward shared objectives.
• Strong verbal and written communication skills and ability to build relationships cross-functionally and cross-divisionally.
• Proficiency in Microsoft Office, with emphasis on quantitative analysis in Excel and presentation creation in PowerPoint.
• Background in corporate strategy, strategic planning, consulting, or business development.
• Knowledge of one or more consumer goods industries, preferably consumer electronics.

Business Strategist shapes the comprehensive picture of business health for a growth-stage company by building financial models, management information systems, and investor-facing presentations in direct partnership with the founding team. Success in the position means delivering accurate revenue projections, validated business assumptions, and actionable reporting that equip senior management to execute and monitor key business and financial objectives.

Operational Focus

• Carry out comprehensive market research to understand sectors and industries, identify gaps and trends, and build and validate assumptions.
• Develop an understanding of business objectives, metrics, and key levers to help build business strategy.
• Create growth and revenue projections through business modeling, and validate assumptions and projections against actuals to improve accuracy.
• Work with data analysts and engineers to create segments and cohorts for reporting and analysis on user behavior, engagement, LTV, and CAC.
• Build and maintain a management information system to measure business performance and health across various time periods.
• Create business presentations, investor decks, and management reports for internal and external stakeholders.

Knowledge, Skills & Abilities

• MBA degree from a reputable university.
• Experience with SQL and knowledge of databases is a plus.
• 3 or more years of experience as a business analyst or strategist working on business strategy at a top management consulting firm.
• Hands-on experience with Lucidchart, process mapping, financial modeling, and business metrics across marketing and product functions; SaaS experience is a plus.
• Prior experience from a Series A or later-stage startup is an advantage.
• Proficiency in Microsoft and Google tools, including Excel, PowerPoint, Sheets, and Presentations.
• Background in product and marketing analytics is a strong advantage.
• Strong attention to detail, an inquisitive nature, and an analytical and problem-solving mindset.
• Ability to handle pressure and meet tight deadlines.
• Self-motivated with excellent written and verbal interpersonal and communication skills.

The Business Strategist develops the messaging frameworks, high-profile presentations, and leadership meeting agendas that align the organization around its vision and key initiatives. Reporting to senior leadership and advancing cross-functional communication through monthly progress reporting and employee programs, this role produces the strategic narratives and content that enable confident, informed decision-making at the executive level.

Key Deliverables

• Create a messaging and storytelling framework for the group.
• Develop and draft high-profile presentations and talking points for internal and external audiences.
• Facilitate communication and information sharing on the vision, mission, objectives, and key initiatives, and provide monthly progress reporting across the organization.
• Research and analyze key market trends, analyst reports, customer needs, and competitive offerings to support product leadership decision-making.
• Define and execute strategy and agendas for key leadership meetings.
• Create employee onboarding programs and other programs to promote employee empowerment and a strong team culture.

Professional Experience

• Bachelor's degree.
• Minimum of 4 years of work experience required.
• Experience working with VPs or senior partners.
• Experience in management consulting, investment banking, private equity, venture capital, corporate strategy, or equivalent experience in a technology or SaaS company.
• Exceptional visual storytelling skills.
• Ability to craft concise, compelling narratives tailored to specific audiences from complex inputs.
• Strong analytical, research, and writing skills.
• Superior attention to detail and excellent verbal communication abilities.
• Advanced PowerPoint skills with the ability to produce high-quality presentations independently.
• Adaptable, growth-oriented mindset with the ability to work in an iterative environment and incorporate feedback to improve deliverables.

Embedded within the New Venture Investing team, the Business Strategist develops the market research, commercial due diligence, and financial modeling that drive direct investment decisions in the FinTech and technology sector. Working closely with senior management, control functions, and the broader FinTech and venture capital ecosystem, this role advances the organization's investment pipeline by identifying opportunities, building the network, and delivering pitches that secure internal approval.

Areas of Ownership

• Conduct market research and screen for potential investment opportunities.
• Manage the pipeline of new direct investment opportunities.
• Conduct in-depth commercial and strategic due diligence.
• Perform financial analysis and modeling, including company valuations.
• Align with control functions and proactively drive internal approval of opportunities.
• Build a network in the FinTech and venture capital ecosystem.
• Develop pitches and presentations for senior management.

Education & Experience

• Master's degree in Business, Science, or Engineering.
• 5 or more years of experience in a similar role in private equity, corporate finance, investment banking, or strategy and business development in financial services.
• Strong knowledge of the FinTech and technology industry and its main players, including startups, VCs, private equity firms, and banks.
• Demonstrated ability to identify investment opportunities and drive strategic and commercial due diligence.
• High standard of analytical skills with a well-structured and highly diligent work approach.
• Innovative, results-oriented, goal-oriented, and highly motivated mindset.
• Ability to work in a fast-paced environment.
• Fluency in English; additional languages are a plus.