Who are we? 

Whatfix is an AI platform advancing the “userization” of enterprise applications, empowering companies to maximize the ROI of their digital investments. Technology needs adoption. It’s no different for AI. As AI reshapes roles, workflows, and human-machine interactions, it also introduces new layers of complexity and user friction. This is where Whatfix plays a pivotal role. A decade old  DNA of empowering people to succeed with technology and not replacing them. We call this philosophy Userization: the belief that technology must adapt to the user, not the other way around. 

At the heart of userization philosophy is ScreenSense, our proprietary AI engine, which continuously interprets both the context of what users are doing in an application or an AI tool 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.

 These are embedded with Whatfix AI Agents which 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 not only knows your business context but can also act across applications to get work done on your behalf. 

• Whatfix Mirror 2.0 is the world’s only System plus Role simulation with a complete assessment to lead the Gen AI simulation category.

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. 

Whatfix is bridging the gap between rapid technological change and human enablement—ensuring AI is not only embedded but also usable, trusted, and outcome-driven for every employee. 

At Whatfix, we’re not just making software easier—we’re making AI work for people.

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

• Won the 2025 AI Breakthrough Award for the Overall AI-based Analytics Solution of the Year 

• 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.

• 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 Fifth 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:

Most companies run marketing automation. We are building something different: an intelligent, signal-driven demand generation engine. One where buyer intent automatically triggers the right action, AI handles the orchestration, and humans focus on strategy and judgment.

We are looking for a Head of Marketing Technology, Automation and AI to lead the function that powers Whatfix's go-to-market engine. The roles and responsibilities span across:

• Marketing automation infrastructure 

• Martech architecture

• The data and signal layer

• Account-based programs, and 

• The AI orchestration layer we are building on top of all of it. 

This is a builder's role with a leader's scope: you will set the vision and roadmap for an intelligent, signal-driven demand generation system, while staying hands-on enough to go deep into the automation platform, lead routing logic, data hygiene, or a prompt chain that isn't converting. You will lead a team of marketers and builders, own the demand gen martech stack including what we buy and how we buy it, and be accountable for the quality and reliability of everything this engine produces. This person will report to the Head of Global Demand Generation. The role is open to candidates in India (Bengaluru preferred) or the United States.

This role requires someone who has built GTM systems hands-on, not just directed them. Someone equally credible in an executive review and inside the automation platform fixing a routing bug. Demonstrated strength in systems thinking, data discipline, and developing teams through change are key to being successful in this role. Above all, we're looking for a builder — direct, low-ego, collaborative, and energized by owning systems that are partly built, partly imagined, and entirely theirs to shape.

What You Will Own:

Marketing Automation & Lifecycle - End to End

• Full ownership of the marketing automation platform: architecture, campaign infrastructure, nurture programs, lead scoring, routing, and lifecycle management on Salesforce Pardot (Marketing Cloud Account Engagement) and other automation platforms.

• Act as the guardian of customer data and privacy across all marketing systems - maintaining database health, deliverability, enrichment, compliance, and CRM data integrity

• Own communication governance across the database: send cadence, suppression logic, opt-out and deliverability health.

• Measure & monitor lead funnel performance and drive process and technology changes, including lead qualification criteria/scoring and data cleaning programs

• Scalable, documented processes that survive team changes and grow with the business
  
  

Martech Stack - What to Buy, What to Consolidate and How to Buy

• Own the martech roadmap: evaluation, procurement, integration, consolidation, and sunsetting across the full stack

• Lead vendor evaluations and negotiations for major platform decisions, including ABM and intent data infrastructure

• Build the integration architecture connecting automation, CRM, intent signals, ads, and outbound tooling into one coherent system

• Bring external perspective from the industry i.e,  new tools, new patterns, new marketing plays and bring more automation and AI capability into the team to increase overall efficiency.

• Maintain deep enough platform fluency to diagnose integration and sync issues between marketing and sales tech stack

AI & Agentic Workflows

• Architect and scale the AI orchestration layer: LLM-driven outbound personalization, automated account briefings, signal interpretation, anomaly detection, etc

• Move the function from campaign execution toward agentic operations - systems that detect, decide, and act with human oversight

• Stay hands-on with modern AI tooling: LLM APIs, prompt and context engineering, workflow automation platforms

• Translate AI capability into pipeline outcomes, not demos

Account-Based Programs

• Oversee account-based marketing across the full pipeline lifecycle - from target account engagement through deal acceleration

• Connect intent and engagement signals to BDR/seller action: briefings, plays, and meeting-generation motions

• Build the measurement and handoff discipline that makes account-based work accountable to revenue

Team Leadership

• Lead, coach, and grow a team of marketers and builders - raising the bar from execution toward strategic systems thinking

• Develop high-potential talent and create growth paths within the function

• Set a culture of ownership: this team owns outcomes and quality, not just task completion

• Operate as a strong cross-functional partner to Marketing functions, BDR, Sales, Revenue Operations, and other supporting functions. 

Qualification Criteria:
Must Have:

• 10+ years in B2B SaaS marketing, with deep experience across marketing automation and operations, marketing technology, or GTM systems

• Hands-on, end-to-end marketing automation expertise. You should have personally built, governed, and fixed marketing automation infrastructure (Pardot/Marketo/HubSpot, or equivalent), not just managed people who did

• Proven ownership of data hygiene and governance at scale - you treat clean data as a revenue problem

• Track record of martech stack ownership: you have made buy/build/consolidate decisions and lived with the consequences

• Real AI fluency: you must have shipped LLM-integrated workflows or AI-driven GTM automation in production or Marketing Agents, not just experimented with them

• People leadership experience: you have built and developed teams, including coaching senior individual contributors through change

• Strong communication and collaboration skills to partner with stakeholders and communicate findings to senior leadership.

Preferred / Nice-to-Have:

• Experience at a B2B SaaS company through a meaningful growth stage

• Experience with account-based marketing platforms and intent data (6sense, Demandbase, Factors.ai, or equivalent)

• Exposure to GTM engineering tooling and patterns: enrichment pipelines, API-driven workflows, outbound orchestration

• Familiarity with data warehouses and analytics infrastructure supporting marketing attribution.

• Experience working across global teams and time zones.
    

Tools:

1. Marketing Automation Platforms (Must-have depth in at least one) - Salesforce Pardot / Marketing Cloud Account Engagement/Marketo (Adobe)/ HubSpot 

2. CRM (Must-have working fluency) - Salesforce & HubSpot CRM 

3. AI / LLM & Agentic Workflow (Must-have working fluency)

1. Claude API / OpenAI API / Gemini API

2. Prompt engineering / context engineering — as a discipline, not just tool familiarity

3. n8n, Zapier, Workato, Tray.io - as orchestration layer

4. ABM, Intent Data Platforms, Outbound (Good to-have fluency or prior experience)

• 6sense / Demandbase / Factors.ai 

• Influ2 / Linkedin Advertising

• Outreach / Salesloft / Gong

• Clay

Measures of Success for the Role:

• North Star: Signal-to-meeting conversion rate - as the agentic engine matures, the function is measured on how reliably detected intent converts to qualified meetings.

• Pipeline Outcomes: 

• Marketing-sourced and influenced SALs (Sales Accepted Leads) and pipeline contribution from owned motions (MA-sourced, ABM-sourced)

• Lead and SAL quality, including handoff SLA adherence

• CPSAL (Cost per SAL) efficiency across AI-orchestrated channels

• System Health: 

• Data quality and funnel hygiene across marketing systems

• Martech stack ROI - consolidation, utilization, spend efficiency

• Team performance, development, and retention outcomes

Perks & Benefits (India):

• Best-in-class medical insurance coverage

• Free lunch & dinner buffet 

• Doorstep cab drop facility 

• Education sponsorship 

• Internal job transfer & global mobility programs 

• Scope to represent Whatfix at global events

• We also provide uncapped incentives, bonus plans and opportunities to employees (especially those in GTM teams) to travel to meet our global customers

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.