Analyst Relations Strategist

Who are we? 

Whatfix is a leading global B2B SaaS organization and the largest pure-play enterprise digital adoption platform solution provider. 

Utilizing GenAI technology, Whatfix enhances all stages of software deployment with application simulation, product analytics, and digital adoption, driving business outcomes such as increased revenue win rates, cost reduction, risk compliance, enhanced productivity, and improved user experience. 

We have seven offices in the US, India, UK, Germany, Singapore, and Australia, supporting  700+ global customers, including 80+ Fortune 500 companies. Whatfix has raised $140 million to date and is backed by marquee investors, including Softbank, PeakXV, Dragoneer, and Cisco Investments. 

• With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards. 
• Recognized as a “Leader” in the digital adoption platforms (DAP) category for the past 4+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.
• The sole vendor named as Customers’ Choice: 2024 Gartner® Voice of the Customer for Digital Adoption Platform Report.  We also boast a star rating of 4.6 on G2 Crowd 4.5 on Gartner Peer Insights and a high CSAT of 99.8%
• Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Third Consecutive Year
• Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023 
• Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal

Are you a relationship-driven strategist with a knack for building trust with key industry influencers and market analysts? Do you thrive in shaping a company’s narrative and positioning in a rapidly evolving space like AI and SaaS? Are you excited by the challenge of creating a category and ensuring your organization is seen as a market leader in Digital Adoption Platforms (DAP)?

Whatfix is seeking an experienced Analyst Relations Strategist to join a high-performing, growth-driven marketing team. This role will be instrumental in positioning Whatfix as a leader across top analyst reports. You will build strong relationships with key analysts and influencers, driving impactful engagements that showcase the customer value Whatfix delivers.

As a self-driven, proactive leader, you will own the strategy and execution of critical AR initiatives, ensuring alignment with our market positioning and business goals. You’ll thrive on taking full ownership of analyst evaluations and reports, actively managing relationships with industry influencers, and securing positive outcomes for Whatfix in the marketplace. With a sales mindset, you’ll work closely with sales, demand generation, and product marketing teams to shape a compelling narrative and amplify our customer value in front of analysts and prospects alike.

You’re hands-on with a keen eye for spotting emerging trends and a deep understanding of how to leverage analyst relationships to influence the broader market. You’ll drive measurable impact, helping shape the future of the DAP category while ensuring Whatfix stays ahead of the competition. This is your opportunity to make your mark in a strategic role that directly influences the trajectory of a market leader.

Key Responsibilities:

• Execute Analyst Relations Strategy: Support and execute a strategic AR plan aligned with business goals, including managing relationships with key industry analysts.
• Manage Analyst Interactions: Schedule and prepare Whatfix spokespeople for analyst briefings and inquiries, ensuring impactful, well-prepared engagements.
• Lead Analyst Reports and Evaluations: Proactively manage submissions for key analyst evaluations like Gartner Market Guides, Forrester Waves, IDC MarketScape, Everest Group PEAK Matrix and others to ensure accurate company representation.
• Drive Strategic Analyst Engagements: Plan and lead strategy sessions (e.g., SAS days) with top-tier analysts to strengthen Whatfix’s positioning and strategic insights.
• Content Creation and Management: Produce and edit AR content, including presentations, research notes, and briefing decks, to convey strategic messaging effectively.
• Cross-functional Collaboration: Work closely with product marketing and demand generation teams to ensure that analyst relations are fully integrated with overall marketing and business strategies.
• Tracking and Reporting: Implement AR measurement programs to track analyst interactions, report on sentiment analysis, and evaluate the effectiveness of AR initiatives.

Qualification Criteria:

• Experience: Overall 10 years of professional experience, with a minimum of 5 years specifically in analyst relations, including hands-on experience managing analyst evaluations and reports.
• Industry Knowledge: Deep understanding of the rapidly evolving technology landscape and the competitive environment within the enterprise tech space, with a strong ability to spot emerging trends, particularly in the AI or SaaS sectors.
• Strong Communication Skills: Exceptional written and verbal communication skills, with the ability to create compelling presentations and engage effectively with senior-level stakeholders and analysts.
• Project Management Expertise: Proven ability to manage multiple AR projects simultaneously, meet deadlines, and execute complex programs under pressure.
• Relationship Building: Demonstrated ability to build and maintain strong relationships with industry analysts, internal cross-functional teams and senior stakeholders.
• Analytical Skills: Ability to analyze and extract strategic insights from analyst reports and industry trends to inform company strategy and market positioning.
• Ownership: Demonstrated ability to take full ownership of analyst relations programs, being self-driven to ensure alignment with business objectives and market positioning, while proactively driving measurable impact through independent initiative and execution.
• Tools Proficiency: Familiarity with AR tracking tools like ARInsights or similar platforms, and adept at leveraging them for data-driven decision-making.

Note: 

• At Whatfix, we thrive on the power of collaboration, innovation, and human connection. We strongly believe that working together in our office (five days a week)  fosters open communication, builds a sense of community, fuels innovation, and enables us to achieve our collective goals effectively.
• This role requires working onsite at our Bengaluru (Towers - HSR Layout) or Gurugram (DLF Cyber Greens - Phase 3 Sector 24) office. Relocation assistance is offered.
• We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust, Do it as you own it; 

We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status.