Head of Strategy
Core
Leading strategic diagnostics, exit/growth planning for SMB business owners while rebuilding the firm's marketing function and AI adoption.
Role type
Senior IC Head of Strategy (M&A Advisory)
Builds
Strategic plans for clients, marketing content (eBooks, video, podcast), AI-enabled workflows, and CRM systems.
Domain
M&A Advisory / Small-to-Mid Market Business Services
Required skills
Strategic consulting background, P&L management in private SMB, project management, AI literacy, CRM proficiency, analytical writing, B2B marketing
Preferred skills
None stated
Technologies
CRM databases, AI tools for content/research/data analysis
Responsibilities
Translate five-year strategy into measurable plans; lead strategic diagnostic engagements with business owners; direct digital marketing projects; join AI/Tech Development team to roll out workflows; set direction for CRM and email marketing.
Seniority
Senior, hands-on IC
