Director - Corporate Development

Who are we?

Whatfix is an AI-first Digital adoption platform and a category leader that helps organizations maximize the ROI of their digital investments (conventional or AI) by removing user friction and accelerating software adoption. Guided by our philosophy of Userization : the belief that technology must adapt to the user & not the other way around, we combine AI, automation and analytics to deliver contextual, real-time guidance, personalized insights and task automation directly in the flow of work.

At the core of our platform is ScreenSense, a proprietary contextual AI engine that perceives applications like a human : reading screens, understanding context, and interpreting user intent in real time.

Our product portfolio is purpose-built and AI-augmented for enterprise scale:

• Digital Adoption : Real-time, in-app guidance that reduces costs, minimizes support needs, and accelerates user productivity, right in the flow of work.

• Product Analytics : Captures user behavior across applications to identify adoption gaps, drop-offs, and usage friction; helping companies optimize their software investments.

• Mirror : Simulation based training experiences that help achieve faster go-lives and better user competency before touching live systems.

These are embedded with Whatfix AI Agents which supercharge creation, insights, and user guidance.

Our upcoming AI native products are already creating a buzz: Seek, an AI-native assistant that understands business context and acts across applications to complete work on users’ behalf; and Mirror 2.0, the world’s only System-plus-Role GenAI simulation with a complete assessment

At Whatfix, we’re not just making technology easier - we’re making it work for people.

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.

Be one of the key Leaders in this awesome journey of building a billion-dollar company!

Role Overview

We’re looking for a seasoned Corporate Development leader to drive M&A, capital planning, strategic projects, and overall value creation. The person should bring strong transaction experience, solid business finance grounding, and the ability to work closely with the leadership team, board, and private equity partners. SaaS experience would be a strong advantage.

Key Responsibilities:

• Lead end-to-end M&A processes: sourcing, evaluation, diligence, valuation, negotiation, and integration.

• Build and maintain a pipeline of targets aligned to strategic priorities.

• Drive financial modelling, deal structuring, and scenario analysis.

• Support capital market readiness in coordination with external advisors.

• Partner with Business Finance on long-range planning and key strategic initiatives.

• Work closely with PE investors on updates, board papers, and governance requirements.

• Prepare and review financial models, strategic analyses, and investment cases.

• Lead cross-functional program management across strategic and inorganic initiatives.

Qualification Criteria:

• CA and/or MBA from a reputed institute.

• 8–10+ years of experience in Corporate Development, Investment Banking, or Transaction Advisory.

• Prior experience with a top investment bank or Big 4 deal teams (EY, KPMG, Deloitte, PwC).

• Strong understanding of Indian capital markets and listing processes.

• Proven M&A execution experience, including integration exposure.

• Strong business finance acumen; ability to partner effectively with cross-functional teams.

• SaaS sector experience is a strong plus.

• Excellent communication, stakeholder management, and executive presence.

Why Whatfix?

• Opportunity to shape long-term strategy and inorganic growth.

• Exposure to global markets and high-impact transactions.

• Direct visibility with senior leadership and PE stakeholders.

• Chance to build and scale the Corporate Development function for a global SaaS leader.

Perks & Benefits (India)

• Best-in-class medical insurance coverage

• Free lunch & dinner buffet

• Doorstep cab drop facility

• Education sponsorship

• Internal job transfer & global mobility programs

• Scope to represent Whatfix at global events

• We also provide uncapped incentives, bonus plans and opportunities to employees (especially those in GTM teams) to travel to meet our global customers

Note:

• We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust, Do it as you own it;

• We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status

• At Whatfix, we deeply value collaboration, innovation, and human connection. We believe that being together in the office five days a week fosters open communication, strengthens our sense of community, and accelerates innovation—ultimately helping us achieve our goals more effectively. At the same time, we recognize the importance of flexibility in balancing personal and professional priorities. To support this, we offer the option to work from home up to two days per month.

• In any situation that requires additional flexibility, we’re open to considering exceptions on a case-by-case basis to ensure you’re supported in managing both work and life seamlessly.