Own Lambda's annual and multi-year strategic planning process, synthesizing input from commercial, product, finance, and operations into a cohesive corporate strategy
Identify and size emerging opportunities in AI infrastructure, GPU cloud, and adjacent markets; develop strategic frameworks to guide investment and build/buy/partner decisions
Lead competitive intelligence efforts—tracking hyperscalers, co-location providers, GPU cloud competitors, and AI-native challengers—and translate insights into executive recommendations
Partner with the CFO and Finance to align the long-range strategic plan with the financial model and capital allocation priorities
Develop board-level strategy materials and CEO decision-support documents
Drive alignment across senior leadership on strategic priorities; create clear frameworks to resolve competing resource and investment decisions
Prepare the CEO and SVP for external strategy conversations, including customer EBRs, partner discussions, and industry forums
Partner with the SVP of Commercial Strategy on go-to-market architecture, pricing strategy, and large deal structuring for enterprise and hyperscaler accounts
Lead cross-functional projects on behalf of the SVP, ensuring workstreams deliver on time and at C-suite quality bar
Own the framework for evaluating long range strategic technology areas that maybe synergistic with Lambda’s current business —from initial screening and thesis development through diligence and recommendation. This includes assess emerging technologies, AI software platforms, hardware capabilities, and infrastructure tooling for strategic fit, competitive differentiation, and build/buy/partner trade-offs
Develop and maintain a structured pipeline of potential partnership opportunities in AI infrastructure, silicon, networking, and adjacent software markets while working closely with the corporate development team on potential M&A fit.
Lead financial and strategic diligence workstreams: market sizing, competitive positioning, synergy modeling, integration risk assessment, and long-range value creation scenarios
Build and maintain Lambda's strategic market model—tracking TAM/SAM, competitive positioning, win/loss patterns, and customer segment dynamics
Synthesize signals from Sales, Product, Data Center Ops, and Finance into strategic insight for senior leadership
Develop Lambda's perspective on macro trends shaping AI infrastructure demand: model training workloads, inference at scale, sovereign AI, and enterprise adoption curves
Mentor and develop strategy analysts and associates; scale team output as the function grows

Requirements

10+ years of experience across strategy consulting (McKinsey, BCG, Bain, or equivalent), investment banking, and/or corporate strategy at a high-growth or publicly traded technology company
Deep expertise in AI, cloud infrastructure, or data center markets
Demonstrated track record of independently translating ambiguous, high-stakes strategic questions into boardroom-ready frameworks and executive recommendations
Experience leading large, cross-functional strategic initiatives with direct C-suite accountability and material impact on company direction
Familiarity evaluating AI software, hardware, or infrastructure technologies for strategic fit; ability to engage credibly with technical teams on architecture and capability assessments
Prior role as a right-hand strategic partner to a CCO, CRO, or President in a commercial strategy capacity is valued
Track record of building, mentoring, or managing strategy teams; ability to develop junior talent and scale team output
Exceptional written and verbal communication skills; proven ability to develop and deliver board-level strategy materials
Operates with VP-adjacent ownership—sets the agenda, manages ambiguity, and builds the function rather than just executing within it

Benefits

Health, dental, and vision coverage for you and your dependents
401k Plan with 2% company match (USA employees)
Flexible paid time off plan that we all actually use
Wellness and commuter stipends for select roles
Generous cash & equity compensation

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

AI infrastructureGPU cloudstrategic planningcompetitive intelligencefinancial modelingmarket sizingsynergy modelingintegration risk assessmentlong-range value creationgo-to-market strategy

Soft Skills

leadershipmentoringcommunicationstrategic thinkingcross-functional collaborationproblem-solvingdecision-makingteam developmentexecutive presentationagenda setting