Head - Executive/CXO Engagements

Location: San Jose,California,United States

Who are we?

Whatfix is a leading global B2B SaaS provider and the largest pure-play digital adoption platform (DAP). Whatfix empowers organizations to maximize the ROI of their digital investments by tailoring it for the needs of each unique user. 

Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category.  Their product suite offers three powerful tools: Digital adoption to help users right within any software, no-code Product Analytics to uncover and resolve adoption gaps, and Mirror for application simulation, driving safe, hands-on learning in software replicas. 

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 AI journey has been an exciting one - This story is deeply tied to the story of how technology itself has evolved.

It began with the software era, when enterprise applications first digitized core processes across industries — a $650B opportunity. Then came the cloud and mobile era, a $2.7T wave of transformation that moved businesses from on-prem to SaaS and unlocked anytime, anywhere access. It was in this phase that Whatfix was born — helping enterprises accelerate digital adoption by making software easier to use, easier to learn, and easier to extract value from.

Now we stand at the dawn of the AI era. Unlike past waves, this is not just another technology shift — it is foundational. AI is changing how work gets done, how decisions are made, and what skills are needed. The opportunity has expanded to more than $15 trillion, but it’s not just a software story anymore — it’s a labor story. Roles, workflows, and human-machine interactions are being rewritten in real time. And while AI promises speed and automation, it also introduces fragmentation, complexity, and a new kind of user friction.

This is where Whatfix plays a pivotal role. For over a decade, our DNA has been about empowering people to succeed with technology — not replacing them, but enabling them to thrive within it. We call this philosophy Userization: the belief that technology must adapt to the user, not the other way around. At the heart of this is ScreenSense, our proprietary AI engine, which continuously interprets both the context of what users are doing 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. On top of these, our embedded AI Agents 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 powers multiple enterprise use cases. Alongside Salesforce automation with “Seek for Salesforce Agent”, Seek also includes a conversational AI search tool that helps users find information faster in the flow of work. 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. 

Our Mirror 2.0 helps teams practice real-world conversations using dynamic, AI-powered personas — whether it's sales, support, or compliance training. It is the world’s only System plus Role simulation with complete assessment to lead Gen AI simulation category.

The innovation that has gone into building these products has gained us 10 patents granted by the US patent office and we are already on our way to get a grant of 20 more patents with 2 specifically for the AI work we have done.

What sets Whatfix apart is our ability to combine breadth and depth. Unlike point solutions that either stay confined to one ecosystem or solve only for onboarding, Whatfix works across web, mobile, desktop, OS, and AI-dr