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Business Value Consultant 19502

Whatfix


Job Location:

Bengaluru - India

Monthly Salary: Not provided by the employer
Posted: 20 May 2026 (30+ days ago)
Application Deadline: 2 September 2026
Vacancies: 1 Vacancy
The job posting is outdated and position may be filled

Job Summary

Who are we

Whatfix is an AI platform advancing the userization of enterprise applications empowering companies to maximize the ROI of their digital investments. Technology needs adoption. Its no different for AI. As AI reshapes roles workflows and human-machine interactions it also introduces new layers of complexity and user friction. This is where Whatfix plays a pivotal role. A decade old DNA of empowering people to succeed with technology and not replacing them. We call this philosophy Userization: the belief that technology must adapt to the user not the other way around.

At the heart of userization philosophy is ScreenSense our proprietary AI engine which continuously interprets both the context of what users are doing in an application or an AI tool and the intent behind their actions. By combining these signals Whatfix delivers real-time guidance nudges knowledge and automation directly in the flow of work.

This intelligence powers our entire product suite.

  • Digital Adoption helps users get productive faster.

  • Product Analytics uncovers friction and closes adoption gaps.

  • Mirror allows employees to train in safe simulated environments.

These are ur embedded with Whatfix AI Agents which supercharge creation insights and user guidance.

Our upcoming AI-first products are already creating a buzz in the market.

  • Seek is an AI-native assistant that not only knows your business context but can also act across applications to get work done on your behalf.

  • Whatfix Mirror 2.0 is the worlds only System plus Role simulation with a complete assessment to lead the Gen AI simulation category.

Together these products reflect Whatfixs commitment to building enterprise-ready AI teammates that maximize productivity and ROI. It gives users a unified intelligent way to find answers across systems apps and knowledge silos and helps anyone looking to deliver fast and contextual answers.

Whatfix is bridging the gap between rapid technological change and human enablementensuring AI is not only embedded but also usable trusted and outcome-driven for every employee.

At Whatfix were not just making software easierwere making AI work for people.

The company has seven offices across the US India UK Germany Singapore and Australia and a presence across 40 countries.

Customers: 700 enterprise customers including 80 Fortune 500 companies such as Shell Schneider Electric and UPS Supply Chain Solutions.

Investors: A total of $270 million USD has been raised as yet. Most recently Series E round of $125 Million USD led by Warburg Pincus with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments Eight Roads Ventures (A division of Fidelity Investments) Dragoneer Peak XV Partners and Stellaris Venture Partners.

Whatfixs leadership is consistently recognized across top industry analysts and business rankings:

  • Won the 2025 AI Breakthrough Award for the Overall AI-based Analytics Solution of the Year

  • Only DAP to be recognized as a Leader across various DAP reports for the past 5 years by leading analyst firms like Gartner Forrester IDC and Everest Group.

  • 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.

  • Named a Gartner Customers Choice for DAP for the second year in a row (2024 and 2025)the only vendor in the market to earn this distinction consecutively.

  • We also boast a star rating of 4.6 on G2 Crowd 4.5 on Gartner Peer Insights and a super-high CSAT of 99.8%

  • Stevie Award winner in the category (Bronze): Customer Service Department of the Year Computer Software - 100 or More Employees.

  • Winner of the ISG Paragon Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category.

  • RemoteTech Breakthrough Awards winner for Software Asset Management Solution of the Year

These recognitions are matched by business performance:

  • Highest-Ranking DAP on 2023 Deloitte Technology Fast 500 North America for Fifth Consecutive Year

  • Listed on the Financial Times & Statistas High-Growth Companies Asia-Pacific 2025 list.

  • Won the Silver for Stevies 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

Be one of the key Leaders in this awesome journey of building a billion-dollar company!

Value Advisory at Whatfix is a part of Solution Consulting and owns the end to end journey of value right from articulation to realisation. The team closely works with Sales and Solution Consultants to deliver compelling business cases to our prospective clients. It is a high visibility team with a direct influence on win-rate ARR and expansion. It is a niche consulting team having expertise in sales marketing finance technology and strategy in a defined proportion.

Function: Pre-sales Sub-function: Value Advisory

About the Role

Value Advisory at Whatfix owns the end-to-end journey of value articulation through business case delivery to prospective clients. This is a high-visibility niche consulting role with direct influence on win-rate and ARR sitting at the intersection of sales finance strategy and technology.

Key Responsibilities
1. Research & Discovery
  • Opportunity research: about the industry business functions end-user persona baseline data points etc.

  • Conduct and own discovery calls and workshops with the prospects to uncover pain points use-cases champions point of view EBs expectations etc.

2. Business Case Creation
  • Use validated discovery data to create Excel/PPT analysis and business case tool outputs

  • Create advanced custom business cases including value indicators ROI and TCO analysis

  • Create region business and application specific custom business cases

  • Develop value models for new products features and offerings from scratch

3. Business Case Presentation

  • Present and defend business cases to prospects independently or in assisted capacity

  • Present internally to sellers and managers; gather feedback before final delivery

  • Empower customer champions to present business cases to key stakeholders

  • Own objections defend numbers and handle pushback confidently

  • Shadow seasoned value advisors on complex high-value deals

4. Value Modeling

  • Build contextual value models in collaboration with Product teams

  • Develop advanced DAP value models; create industry-specific models with regional nuance

  • Develop new KPIs from discovered use cases; research regional data for outside-in analysis

  • Perform quality assessments on value models for rectification and updates

5. Business Case Tool & Automation
  • Edit and configure business case tool templates; execute change requests as required

  • Create new templates and reports; ensure timely rollout of tool enhancements

  • Build AI agents to automate recurring operational tasks

  • QA changes made by peer and team members to ensure output quality

6. Enablement & Evangelism
  • Enable account executives on business case tool and VA offerings

  • Coach Solution Consultants and CSMs on the value approach

  • Create internal and external collaterals to evangelize value-led selling

7. Operations & Reporting
  • Use AI tools to drive operational efficiency and deliverable quality

  • Maintain data hygiene on VA trackers; develop and refresh SFDC dashboards

  • Track win-rates pipeline influence and business case conversion metrics

Must-Have Qualifications
  • MBA from a top-tier business school

  • 2 years in Value Advisory Value Engineering or Value Consulting teams preferably in a SaaS company

  • Experience in customer-facing pre-sales for US/EMEA SaaS markets

  • Strong executive presence; excellent communication and presentation skills

  • Advanced Excel and PowerPoint proficiency

Good to Have
  • Experience with value tools: Ecosystems Mediafly Symbe Cuvama etc.

  • Knowledge of post-sales value realization and executive-facing workshops

  • Proven ability to handle multiple stakeholder conversations simultaneously with clear expectation setting

  • Existing US Business Visa for in-person discussions

Behavioural Competencies
  • Strong objection handling; ability to work through pushback in a convincing manner

  • Proactively drives actions on business cases without waiting for direction

  • Curious communicative and committed to continuous learning and ideation

  • Manages competing priorities while meeting functional and individual goals

Perks and Benefits (India)
  • Best-in-class medical insurance coverage
  • Free lunch & dinner buffet
  • Doorstep cab drop facility
  • Education sponsorship
  • Internal job transfer & global mobility programs
  • Scope to represent Whatfix at global events
  • We also provide uncapped incentives bonus plans and opportunities to employees (especially those in GTM teams) to travel to meet our global customers
Note:
  • 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
  • At Whatfix we deeply value collaboration innovation and human connection. We believe that being together in the office five days a week fosters open communication strengthens our sense of community and accelerates innovationultimately helping us achieve our goals more effectively. At the same time we recognize the importance of flexibility in balancing personal and professional priorities. To support this we offer the option to work from home up to two days per month.
  • In any situation that requires additional flexibility were open to considering exceptions on a case-by-case basis to ensure youre supported in managing both work and life seamlessly.

Required Experience:

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