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.
Whatfix’s 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 it’s not just a software story anymore — it’s 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 Whatfix’s 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 it's sales, support, or compliance training. It is the world’s 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 can’t 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.
Whatfix’s 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.
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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 & Statista's High-Growth Companies Asia-Pacific 2025 list.
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
Be one of the key Leaders in this awesome journey of building a billion-dollar company!
About the Role
We are looking to hire a Head - Executive/CXO Engagements - a relationship-first operator whose primary mandate is to unlock 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 relationships that accelerate Whatfix’s access, credibility, and influence with Global 2000 CXOs. This role is our 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. You’ll 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 the CXO 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 execute high-touch engagement journeys for 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 relationships—turning 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 customers—especially across our top 100 strategic accounts—through relationship building, ecosystem influence, and executive credibility.
Strategic Influence
- Support enterprise sales quotas by influencing deals top-down, unlocking early CXO buy-in and strategic alignment.
- Work hand-in-hand with account teams to navigate power maps, influence strategy, and guide multithreaded stakeholder engagement.
- Serve as a trusted partner to founders and AEs, offering CXO-level guidance without overlapping core sales responsibilities.
Ecosystem Connectivity
- Act as a value-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 a trusted innovation ally, not just a vendor—by showing up with value and relevance.
Program Building & Measurement
- Build and scale a repeatable CXO engagement engine, complete with warmth scoring, touchpoint tracking, and influence metrics.
- Work with tools like Vieu, CTD.ai, and CRM systems to measure relationship depth, frequency, and strategic lift.
- Track both leading indicators (CXO meetings, net-new intros, warmth scores) and lagging 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 relationships—especially 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 to activate investor and board networks and you know how to ask for the right intro, at the right time, to the right person.
- Strategic, Not Transactional: You don’t 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 them—from transformation mandates to board priorities.
- Hands-On & Self-Directed: You’re 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 won through the top, not just the middle. That’s where you come in. You will help shape the future of our GTM motion by turning relationships into pipelines—and 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 innovation—ultimately 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, we’re open to considering exceptions on a case-by-case basis to ensure you’re supported in managing both work and life seamlessly.
