Lead Consultant, Strategy & Value
- Pay
- $195,000 – $332,000 per year
- Location
- New York, NY · On-site
- Job type
- Full-time
- Level
- Director
- Experience
- 6+ years
- Listed
- Today
Skills & highlights for this role
- Value consulting or strategy experience in customer-facing role
- Finance-grade ROI, TCO, and scenario modeling
- Business case building and defense with senior stakeholders
- Leading discovery workshops with multiple stakeholders
- Partnering with sales teams on complex deals
- Executive-level communication
Also useful
- SaaS or enterprise technology experience
- Digital experience, content operations, marketing technology, or AI-driven SaaS familiarity
- Public speaking at industry events
- Thought leadership writing
About the role
Value consulting at Optimizely isn't a support function. It's a deal-shaping, narrative-defining, executive-influencing role that sits right at the centre of our most important sales pursuits.
As Lead Value Consultant, you'll be the value expert for Agent Platform. The no-code agent platform for enterprising marketing teams. You'll own the value motion end to end, from first discovery conversation to final business case, working directly alongside Account Executives to shape how we position Opal's impact, build the financial story, and give customers the confidence to invest. You'll be a key reason deals close.
This is a senior individual contributor role. You'll bring high autonomy, a high quality bar, and a genuine passion for turning complex business problems into clear, defensible value narratives.
Job Responsibilities
Build a presence Own the value motion
- Lead value discovery pre-demo and across the sales cycle, running structured workshops with multiple customer stakeholders to surface outcomes, assumptions, and the inputs needed to build a compelling business case.
- Own the end-to-end value plan from discovery to proposal, working in close partnership with the AE to shape, position, and defend value at every stage.
- Build ROI, TCO, and scenario models live with customers, securing shared ownership of inputs and outputs so the customer can champion the story internally without you in the room.
- Produce transformation roadmaps and multi-product business cases that hold up under finance scrutiny, with a clear, stage-by-stage narrative that drives the deal forward.
Partner with sales
- Co-captain the deal strategy with the AE, shaping story points, stakeholder sequencing, and the proposal-stage narrative across your accounts.
- Deliver executive-ready narratives that connect business outcomes to investment logic, and prepare customer stakeholders to present internally with confidence.
- Present to director, VP, and ELT-level audiences when needed, adapting your communication style to the room and the decision being made.
- Quantify Opal's differentiation versus alternatives, building a defensible economic argument that gives customer stakeholders a clear case for change.
Create materials that scale
- Develop new value materials and modelling for repeatable use, and drive adoption across the team with clear guidance so others can self-serve.
- Create customer use cases, references, and industry-specific assets that are outcome-led, credible, and easy for the wider team to apply.
- Contribute to and continuously improve the team's value asset library, making pragmatic enhancements based on real deal learnings.
- Develop and publish thought leadership content aligned to Opal's priority themes, including whitepapers, blog posts, and event materials.
- Represent Optimizely as a subject matter expert at industry events, speaking confidently to the value and strategic impact of agentic content operations.
Qualifications & Requirements
- 6+ years in a customer-facing value, strategy, or consulting role, ideally within SaaS or enterprise technology.
- A proven track record building and defending business cases and financial models with senior stakeholders, including finance-grade ROI, TCO, and scenario analysis.
- Experience leading discovery workshops with multiple customer stakeholders, from practitioners through to director and VP level.
- Experience working directly alongside sales teams on complex, multi-stakeholder deals.
- Familiarity with digital experience, content operations, marketing technology, or AI-driven SaaS is a strong advantage.
Skills
- High-autonomy operator. You own your engagements, manage your own prioritisation, and produce high-quality outputs with minimal rework required.
- Sharp financial modeller. You're comfortable building live with customers and securing shared ownership of assumptions, inputs, and outputs.
- Clear communicator. You translate complex value logic into executive narratives that land with directors, VPs, and finance audiences.
- Strong sales partner. AEs and sales leaders see you as a key strategic collaborator, not just a content resource.
- Curious about AI. You understand how AI products create measurable business impact, and you're excited to help customers articulate and prove that value.
Education
Bachelor's of Science or Business Administration preferred or equivalent work experience
Additional Information
All your information will be kept confidential according to EEO guidelines.
About the Company
We're not here to add to the noise. We're here to cut through it- with AI that actually works for marketers.
From AI-powered content creation to world-class CMS and the industry's most trusted experimentation platform, Optimizely is the tool modern marketers actually want to use. AI-Ready. Set. Go.
10,000+ brands including H&M, PayPal, and Zoom already get it. So do Gartner, Forrester, and IDC, who consistently recognize us as leaders in MarTech.
But here's the thing about building great products: it takes great people. Our 1,600+ Optimizers across 12 global offices are curious, collaborative, and refreshingly human. We don't do corporate speak. We do real conversations, big ideas, and genuinely care for the work we make together.
If you want to be part of a team that's shaping the future of marketing technology - and actually enjoys doing it - you're in the right place.
Find us on Instagram: @optimizely
Equal opportunity and legal notices
Optimizely is committed to a diverse and inclusive workplace. Optimizely is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
From Optimizely's careers page, first listed on Rolev.ai on November 12, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
What is the salary for the Lead Consultant, Strategy & Value role at Optimizely?
The Lead Consultant, Strategy & Value posting at Optimizely states compensation of $195,000 – $332,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Optimizely's official career site.
Where is the Lead Consultant, Strategy & Value job at Optimizely located?
This Lead Consultant, Strategy & Value position at Optimizely is located in New York, NY (On-site). Always check Optimizely's application page for specific state eligibility or relocation policies.
What qualifications are required for Lead Consultant, Strategy & Value at Optimizely?
For the Lead Consultant, Strategy & Value role, Optimizely highlights 6+ years of relevant experience; experience with Value consulting or strategy experience in customer-facing role, Finance-grade ROI, TCO, and scenario modeling, Business case building and defense with senior stakeholders, Leading discovery workshops with multiple stakeholders, Partnering with sales teams on complex deals, Executive-level communication. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Lead Consultant, Strategy & Value position at Optimizely?
This listing links directly to Optimizely's SmartRecruiters application page. You can apply directly on Optimizely's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the SmartRecruiters application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.