Head ExecutiveCXO Engagements

Who are we

Whatfix is a leading global B2B SaaS provider and the largest pure-play digital adoption platform (DAP). Whatfix empowers organizations to maximize the ROI of their digital investments by tailoring it for the needs of each unique user.

Spearheading the category with serial innovation and unmatched customer-centricity Whatfix is the only DAP innovating beyond the category. Their product suite offers three powerful tools: Digital adoption to help users right within any software no-code Product Analytics to uncover and resolve adoption gaps and Mirror for application simulation driving safe hands-on learning in software replicas.

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 AI journey has been an exciting one - This story is deeply tied to the story of how technology itself has evolved.

It began with the software era when enterprise applications first digitized core processes across industries a $650B opportunity. Then came the cloud and mobile era a $2.7T wave of transformation that moved businesses from on-prem to SaaS and unlocked anytime anywhere access. It was in this phase that Whatfix was born helping enterprises accelerate digital adoption by making software easier to use easier to learn and easier to extract value from.

Now we stand at the dawn of the AI era. Unlike past waves this is not just another technology shift it is foundational. AI is changing how work gets done how decisions are made and what skills are needed. The opportunity has expanded to more than $15 trillion but its not just a software story anymore its a labor story. Roles workflows and human-machine interactions are being rewritten in real time. And while AI promises speed and automation it also introduces fragmentation complexity and a new kind of user friction.

This is where Whatfix plays a pivotal role. For over a decade our DNA has been about empowering people to succeed with technology not replacing them but enabling them to thrive within it. We call this philosophy Userization: the belief that technology must adapt to the user not the other way around. At the heart of this is ScreenSense our proprietary AI engine which continuously interprets both the context of what users are doing 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. On top of these our embedded AI Agents 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 powers multiple enterprise use cases. Alongside Salesforce automation with Seek for Salesforce Agent Seek also includes a conversational AI search tool that helps users find information faster in the flow of work. 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.

Our Mirror 2.0 helps teams practice real-world conversations using dynamic AI-powered personas whether its sales support or compliance training. It is the worlds only System plus Role simulation with complete assessment to lead Gen AI simulation category.

The innovation that has gone into building these products has gained us 10 patents granted by the US patent office and we are already on our way to get a grant of 20 more patents with 2 specifically for the AI work we have done.

What sets Whatfix apart is our ability to combine breadth and depth. Unlike point solutions that either stay confined to one ecosystem or solve only for onboarding Whatfix works across web mobile desktop OS and AI-driven apps and supports the entire transformation lifecycle from planning to training to continuous improvement.

The velocity of transformation has collapsed. What once took years now happens in quarters. Enterprises cant afford to rely on outdated change management models and multi-year roadmaps. They need to adapt at the pace of AI. And that is the story of Whatfix: bridging the gap between exponential technological change and human enablement ensuring that AI becomes not just embedded but usable trusted and outcome-driven for every employee across every system in every workflow.

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

• 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.

• Won the 2025 AI

• Breakthrough Award in the Overall AI-based Analytics Solution of the Year category

• 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 Fourth 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!

About the Role

We are looking to hire aHead - Executive/CXO Engagements -a relationship-first operator whose primary mandate is tounlock C-level access at our most strategic global accounts.

This is not a traditional sales role. There are no direct quotas or transactional expectations - but there will be clear KPIs around account penetration and strategic access (e.g. CXO entry into Top 50 strategic accounts volume of executive connects influence on deal velocity etc.).

Instead the charter is singular:build and activate executive relationshipsthat accelerate Whatfixs access credibility and influence with Global 2000 CXOs. This role isour go-to connector- turning networks into access and relationships into business velocity.

You will be leveraging investor and board networks facilitating warm intros and orchestrating executive-to-executive connects. Youll serve as a trusted growth partner to Whatfix leadership customer stakeholders and investor ecosystems alike.

You must bring a strong existing network of G2K enterprise CXOs and/or have demonstrated experience in building one from scratch - preferably within ISV SaaS or enterprise tech ecosystems.

Key Responsibilities

Executive Relationship Development

• Lead theCXO Connect initiative engaging C-level leaders (CIOs CTOs CDOs CHROs CFOs etc.) across strategic accounts.
• Orchestrate No-Agenda executive interactions between Whatfix leadership (CEO CRO etc.) and CXOs - focused on trust-building not pitching.
• Design and executehigh-touch engagement journeysfor target executives across verticals like financial services healthcare logistics and technology.

Investor & Direct CXO Access Activation

• Leverage the Whatfix investor and board ecosystem to initiate warm introductions to senior enterprise executives.
• Build a structured playbook to systematically extract executive access via investor relationshipsturning network capital into commercial opportunity.
• Collaborate closely with investors to identify the right CXOs secure intros and track downstream influence and impact.
• Independently cultivate access to CXOs at priority new logos and existing customersespecially across our top 100 strategic accountsthrough relationship building ecosystem influence and executive credibility.

Strategic Influence

• Support enterprise sales quotas byinfluencing deals top-down unlocking early CXO buy-in and strategic alignment.
• Work hand-in-hand with account teams tonavigate power maps influence strategy and guide multithreaded stakeholder engagement.
• Serve as atrusted partner to founders and AEs offering CXO-level guidance without overlapping core sales responsibilities.

Ecosystem Connectivity

• Act as avalue-oriented connector introducing CXOs to relevant peers innovators and trusted vendors from the Whatfix network.
• Facilitate high-value curated interactions (e.g. innovation briefings invite-only summits thought-leadership panels).
• Position Whatfix as atrusted innovation ally not just a vendorby showing up with value and relevance.

Program Building & Measurement

• Build and scale arepeatable CXO engagement engine complete with warmth scoring touchpoint tracking and influence metrics.
• Work with tools like Vieu and CRM systems to measure relationship depth frequency and strategic lift.
• Track bothleading indicators(CXO meetings net-new intros warmth scores) andlagging impact(deal velocity ACV lift top-down originated deals).

Who You Are

• A Relationship-Driven Operator:You thrive on human connection and have a proven ability to initiate and sustain deep executive relationshipsespecially with enterprise CXOs.
• Enterprise Credible:You carry a strong business card with 10 years of experience in enterprise-facing roles ideally in SaaS tech-enabled services or GTM leadership.
• Networked via Capital & Credibility:You understand how toactivate investor and board networksand you know how to ask for the right intro at the right time to the right person.
• Strategic Not Transactional:You dont sell - you influence. You shape deals by enabling trust credibility and insight at the highest levels.
• CXO Fluent:You can hold your own in a room full of CIOs and Chief Digital Officers and you know what matters to themfrom transformation mandates to board priorities.
• Hands-On & Self-Directed:Youre comfortable operating without a blueprint and you enjoy building scalable motions from scratch.

Why This Role Matters:

Whatfix is entering a new phase of growth with a clear path to expand into multi-year $500K and $1M deals. But these deals are wonthrough the top not just the middle. Thats where you come in. You will help shape the future of our GTM motion byturning relationships into pipelinesand CXO access into long-term revenue impact.

Nice to Have

• Experience at a high-growth VC-backed SaaS or tech company
• Prior exposure to field marketing ABM or Executive Briefing Center initiatives
• Background in strategic partnerships corporate development or VC ecosystem sales support

To Apply

If you are a connector a listener and a trusted operator- ready to help us open doors and change the game- we want to talk to you

Perks / Benefits

• Unlimited PTO policy
• Medical Dental and Vision coverage
• 401 K Plan
• Health savings accounts
• Restricted stock units
• Tuition Reimbursement
• Utility Stipend (internet and phone)
• Free office Lunches
• Flexible working hours
• Employee Assistance Program

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.