About Western Digital
WD is building the infrastructure behind the AI-driven data economy. As AI scales, so does data. Every interaction, every model, every system generates data that must be stored, managed, and made accessible over time. That’s where we come in. Backed by Sequoia.
About the role
This is a wide reaching role where you will be able to work cross-functionally across the organization to support key decision making impacting future direction of the business. You will have unusual latitude to decide how the industry should be measured and modeled, and unusual visibility into how that work translates into commercial and investment decisions — at a point when AI is redefining the economics of storing data at scale.
What they're looking for
- Minimum 6 years of experience spanning top-tier management consulting, in-house corporate strategy, or market intelligence roles
- Experience building market models and projections from scratch, incorporating third-party perspectives, primary data sources, and expert interviews
- Proven track record of supporting and leading complex strategy projects from hypothesis development to recommendations
- Comfort operating with quantitative rigor in ambiguous, high-stakes decisions, including the judgment to know when data is good enough to act on
- Strong financial acumen, with the ability to connect market dynamics to business models, unit economics, and financial outcomes
- Exceptional strategic thinking and structured problem-solving skills
More about this role
- Oversee market intelligence activities including market sizing (TAM), customer landscape analysis, market dynamics, competitive landscape, and substitution threats.
- Act as though leader within the organization and maintain perspectives on the core business segment (HDD) and adjacent new venture markets. Keep up to date on demand signals, technology, and customer behavior shift.
- Develop new analytical models and insights to help Western Digital navigate future industry trends, including AI-driven data growth, cloud capital expenditure cycles, and storage tiering economics.
- Partner with venture teams to size new emerging markets, develop proprietary market views as WD offerings mature for key segments.
- Assess where Western Digital's technology, manufacturing scale, and customer relationships create a right to play, and where entry would demand capabilities the company would have to build, buy, or partner for.
- Recommend which opportunities merit deeper diligence or investment and which to monitor or set aside, and define the leading indicators that would change the answer.
- Support the regular business cadence, including quarterly market reviews for senior leadership and...
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