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 ur 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.
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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.
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!
Value Advisory at Whatfix is a part of Solution Consulting and owns the end to end journey of value, right from articulation to realisation. The team closely works with Sales and Solution Consultants to deliver compelling business cases to our prospective clients. It is a high visibility team with a direct influence on win-rate, ARR and expansion. It is a niche consulting team having expertise in sales, marketing, finance, technology and strategy in a defined proportion.
Function: Pre-sales | Sub-function: Value Advisory
Value Advisory at Whatfix owns the end-to-end journey of value articulation through business case delivery to prospective clients. This is a high-visibility, niche consulting role with direct influence on win-rate and ARR, sitting at the intersection of sales, finance, strategy, and technology.
Opportunity research: about the industry, business functions, end-user persona, baseline data points etc.
Conduct and own discovery calls and workshops with the prospects to uncover pain points, use-cases, champion’s point of view, EB’s expectations etc.
Use validated discovery data to create Excel/PPT analysis and business case tool outputs
Create advanced custom business cases including value indicators, ROI and TCO analysis
Create region, business and application specific custom business cases
Develop value models for new products, features, and offerings from scratch
3. Business Case Presentation
Present and defend business cases to prospects independently or in assisted capacity
Present internally to sellers and managers; gather feedback before final delivery
Empower customer champions to present business cases to key stakeholders
Own objections, defend numbers, and handle pushback confidently
Shadow seasoned value advisors on complex high-value deals
4. Value Modeling
Build contextual value models in collaboration with Product teams
Develop advanced DAP value models; create industry-specific models with regional nuance
Develop new KPIs from discovered use cases; research regional data for outside-in analysis
Perform quality assessments on value models for rectification and updates
Edit and configure business case tool templates; execute change requests as required
Create new templates and reports; ensure timely rollout of tool enhancements
Build AI agents to automate recurring operational tasks
QA changes made by peer and team members to ensure output quality
Enable account executives on business case tool and VA offerings
Coach Solution Consultants and CSMs on the value approach
Create internal and external collaterals to evangelize value-led selling
Use AI tools to drive operational efficiency and deliverable quality
Maintain data hygiene on VA trackers; develop and refresh SFDC dashboards
Track win-rates, pipeline influence, and business case conversion metrics
MBA from a top-tier business school
2+ years in Value Advisory, Value Engineering, or Value Consulting teams preferably in a SaaS company
Experience in customer-facing pre-sales for US/EMEA SaaS markets
Strong executive presence; excellent communication and presentation skills
Advanced Excel and PowerPoint proficiency
Experience with value tools: Ecosystems, Mediafly, Symbe, Cuvama, etc.
Knowledge of post-sales value realization and executive-facing workshops
Proven ability to handle multiple stakeholder conversations simultaneously with clear expectation setting
Existing US Business Visa for in-person discussions
Strong objection handling; ability to work through pushback in a convincing manner
Proactively drives actions on business cases without waiting for direction
Curious, communicative, and committed to continuous learning and ideation
Manages competing priorities while meeting functional and individual goals
- 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
- 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.
