Jobs · Business Development · California

Head - Executive/CXO Engagements

Whatfix · San Jose, CA · 8 mo ago
On-siteBusiness Development$270/hrFull-time

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.

Key Responsibilities

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.

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