AI Strategy and Operations – Associate

Wokelo is a Gen-AI powered investment research platform that automates complex research and analysis tasks traditionally performed by humans. Our platform is utilized 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 quickly, transforming financial decision-making. Headquartered in Seattle, we have a global team supported by renowned venture funds and industry leaders.

About the Role:

We are looking for a motivated Strategy and Operations Associate to join our team. This role

involves supporting various business functions under the guidance of the Founder’s office.

You will work closely with the co-founders and senior management on go-to-market

strategies, product development, customer engagement, and more.

Responsibilities:

• Product Strategy & Development: Gather and analyze customer feedback to inform the product roadmap. Collaborate with product teams to implement improvements and new features.
• Market Growth & Sales Enablement: Support marketing strategies and lead generation efforts. Develop collateral and assist sales and customer success teams with research and diligence reports for client engagements.
• Client Solutions & Enterprise Engagement: Conduct product demos, prepare tailored proposals, and develop customized solutions for enterprise clients. Ensure high-quality outputs and provide feedback for improvements.
• Cross-Functional Collaboration & Process Improvement: Facilitate communication between sales, customer success, tech, and other teams. Relay client feedback and assist in refining product and operational processes.
• Business Operations & Reporting: Assist in reporting key performance indicators (KPIs) and analytics. Support investor relations, process automation, and other operational tasks.

Who You Are:

• 0-2 years of experience in consulting, private equity, investment banking, or a related field.
• Strong background in business research, analysis, and problem-solving.
• Excellent analytical skills and ability to derive actionable insights from data.
• Hands-on and execution-oriented, comfortable working in a dynamic environment.
• Strong communication and presentation skills, with the ability to build strong relationships.
• Comfortable working with ambiguity and able to adapt to changing circumstances.
• Prior experience as a business analyst or consultant with Big 4 firms, capability centers, knowledge centers, research COEs, top consulting firms, or market research firms is a plus.

Why You’ll Want to Work Here:

• Be part of a pioneering team in a Gen-AI startup with a strong product-market fit.
• Work on innovative AI-driven solutions for leading financial institutions and corporations.
• Enjoy a lean but well-funded company structure, where your impact is significant and valued.
• Competitive compensation and equity packages, comprehensive insurance benefits, and a flexible vacation policy.
• Remote work with bi-annual offsites for team collaboration.