Head of Corporate Strategy

Lambda Inc.

Job Overview

Location

San Francisco Office

Job Type

Full-time

Full Job Description

📋 Description

• Lead Corporate Strategy & Long-Range Planning: 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; partner with the CFO and Finance to align the long-range strategic plan with the financial model and capital allocation priorities.
• Drive Executive Communication & Stakeholder Alignment: 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.
• Support Strategic Technology Evaluation: Own the framework for evaluating long range strategic technology areas synergistic with Lambda’s current business—from initial screening and thesis development through diligence and recommendation; 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; lead financial and strategic diligence workstreams including market sizing, competitive positioning, synergy modeling, integration risk assessment, and long-range value creation scenarios.
• Build Market & Organizational Intelligence: 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; ability to independently develop and own market models, competitive landscapes, and investment theses
• 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
• Bachelor's degree in Economics, Finance, Business, or related field required; MBA from a top-tier institution strongly preferred

🏖️ Benefits

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

Skills & Technologies

Onsite

Degree Required

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Lambda Inc.

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About Lambda Inc.

Lambda Inc. provides cloud-based GPU clusters and workstations for artificial-intelligence research and development. The company designs and operates high-performance hardware infrastructure optimized for machine-learning workloads, offering on-demand access to NVIDIA GPUs, pre-configured deep-learning software stacks, and scalable storage. Customers include AI labs, universities, and enterprises training large language and computer-vision models. Founded in 2012, Lambda is headquartered in San Francisco and maintains data centers across North America and Europe.

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