Strategy: Forward Deployed AI Strategist at Coastal Wave Recruiting | San Francisco, California | Rezi

Strategy: Forward Deployed AI Strategist at Coastal Wave Recruiting

Strategy: Forward Deployed AI Strategist

Coastal Wave Recruiting · San Francisco, California

1 months ago

Strategy: Forward Deployed AI Strategist

Coastal Wave Recruiting · San Francisco, California

2 months ago
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About the Role

This is a high-ownership, client-facing strategy role for embedding with enterprise clients, running forensic workflow audits, and translating complex business problems into AI solutions that ship. The role is for someone who wants to see their work run in production.

Responsibilities

  • Run end-to-end discovery engagements with enterprise clients, mapping workflows, interviewing stakeholders, and delivering executive readouts to CFOs and COOs.
  • Translate ambiguous business problems into concrete specifications for engineering teams.
  • Pre-sell the implementation phase by running compelling audits to secure client approval for full engagements.
  • Own client relationships from initial contact to live system handoff.
  • Incorporate field learnings into company playbooks, patterns, and platform as the team scales.

Requirements

  • 3-5 years of experience in top-tier strategy consulting (McKinsey, BCG, Bain) or equivalent strategy/BizOps role at a growth-stage startup (Series C+) or large F500 enterprise.
  • Must have owned engagements, not just supported them.
  • Track record leading large-scale transformation, finance ops, or strategy work.
  • Proven ability to lead meetings and build trust with C-suite stakeholders (CFOs, COOs, VPs).
  • Ability to hold the room and push back without losing the client.
  • First-principles problem solver, reasoning from the actual business problem.
  • AI-native: uses AI tools daily and has a point of view on their application.
  • Hands-on experience deploying AI tools/agents to automate end-to-end enterprise workflows.
  • Proficient in SQL, Python, and Excel/Sheets for data analysis, workflow modeling, and business case building.
  • Strong executive presence with a track record of driving engagements with the C-suite.

Skills

  • Strategy consulting
  • BizOps
  • Growth-stage startup strategy
  • F500 enterprise strategy
  • Large-scale transformation
  • Finance operations
  • Stakeholder management
  • C-suite engagement
  • First-principles problem solving
  • AI tool utilization
  • AI agent deployment
  • Workflow automation
  • SQL
  • Python
  • Excel/Sheets
  • Data analysis
  • Workflow modeling
  • Business case building
  • Executive presence

Location

  • Client sites

Work Type

  • Onsite
  • Travel

Experience Level

  • 3-5 years

Education Level

  • Top-tier university background (target school for MBB recruiting)

Benefits

  • Visa sponsorship
  • 100% medical/dental/vision
  • MacBook Pro setup

About the Company

  • Fast-growing AI software development enterprise B2B financial startup.