<aside> ☝️ Note: As of August 2023 we are experimenting with an overhauled strategist compensation model. Please refer to ‣. We will update this entry after that is accepted/rejected.

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Mission 🙏

To build and maintain successful, long-term client relationships by working with clients to understand their needs and leading amazing projects that meet those needs.

Definition of Success 📈

• Set realistic and reasonable outcome goals for each project they lead. Meet those goals at least 75% of the time.
  • Achieve a minimum 50% average profit margin each quarter across all projects led.
    • This means that if we take in $1 in project fees from the client we should be spending at most $0.50 on labor and vendors.
  • Minimize client attrition to at most 25% in a year.
    • This means losing at most one out of every four clients you start with each year.

Key Responsibilities

<aside> ☝ Strategists work closely with Project Managers but their duties are different. Read carefully to ensure you know what strategists are responsible for.

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• Becomes a partner with the client/stakeholder and has a keen understanding of their business realities and how we could solve them.
• Leads discussions with the client to establish their problems and opportunities and brainstorm how we could solve them
• Handles new requests for work from clients. Creates Project Plans based on those requests.
• Proactively reviews the client’s business and site results and makes suggestions about changes we could make to deliver value.
• Takes accountability for the team’s success. Collaborates with Strategists, PMs and Developers in order to deliver excellent work.
• Establishes a vision that is informed by research, and linked to business outcomes.
• Establishes high standards for the work and approves work before it goes to clients
• Is comfortable presenting ideas and concepts to the clients and guides designers to do as well.
• Hands off problems to the team. Helps Project Managers make ‣s clarified and actionable.
• Reviews the solutions the team comes up with and validates that the problem has been solved.

Compensation Notes

• Strategists earn a “Strategy Bonus” in addition to their regular wages. For full-time strategists, this bonus will ultimately represent a large % of their total take-home pay.
• Strategists may play other roles in the company as well, and so this role will often be blended with others to determine final comp.