Head of Strategy (Remote)

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. We combine deep engineering expertise with global-scale manufacturing to deliver the storage systems that make AI possible, powering hyperscale data centers, cloud platforms, and enterprise infrastructure worldwide.

Join us and let’s shape the future of data.

Market intelligence

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.

New ventures

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.

Business cadence and strategy

Support the regular business cadence, including quarterly market reviews for senior leadership and the annual strategy cycle, contributing the market outlook and scenarios that anchor long-range planning.

Partner with other members of the strategy team on ad hoc projects, bringing market intelligence into growth, portfolio, ecosystem, and investment work.

Partner with functional leaders across sales, product, marketing, and finance to support business activities where clear market intelligence is needed — pricing and capacity decisions, roadmap choices, account planning, and business cases.

Maintain a current, evidence-based perspective on the competitive landscape,covering capacity additions, technology roadmaps, cost positions, and commercial behavior.

Assess where competitive moves change Western Digital’s positioning and flag the implications early enough to act on them.

Own relationships with external industry research analysts, serving as Western Digital’s primary point of contact and understand gaps in perspective between 3rd party and internal company perspectives.

Manage the research portfolio across core and new venture markets — identify gaps, new sources of insights, and help manage vendor portfolio.

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.

Outstanding executive communication, including materials development, narrative crafting, and live presentation to senior leadership (C-suite and Board).

Domain expertise in semiconductor, technology, or electronics industries strongly preferred; familiarity with data storage, memory, or cloud infrastructure markets is a clear advantage.

Bachelor’s degree in Engineering, Computer Science, Physics, Economics, or a related analytical field or comparable work experience.

MBA or equivalent experience preferred.

San Jose, California with flexibility to be remote work within established company policies.

15-25% travel to meet with internal stakeholders, partners, and attend industry events.

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.

WD is committed to providing equal opportunities to all applicants and employees and will not discriminate against any applicant or employee based on their race, color, ancestry, religion (including religious dress and grooming standards), sex (including pregnancy, childbirth or related medical conditions, breastfeeding or related medical conditions), gender (including a person’s gender identity, gender expression, and gender-related appearance and behavior, whether or not stereotypically associated with the person’s assigned sex at birth), age, national origin, sexual orientation, medical condition, marital status (including domestic partnership status), physical disability, mental disability, medical condition, genetic information, protected medical and family care leave, Civil Air Patrol status, military and veteran status, or other legally protected characteristics. Our non-discrimination policy applies to all aspects of employment. We comply with the laws and regulations set forth in the “Know Your Rights: Our pay transparency policy is available HERE (

WD thrives on the power and potential of diversity. As a global company, we believe the most effective way to embrace the diversity of our customers and communities is to mirror it from within. We believe the fusion of various perspectives results in the best outcomes for our employees, our company, our customers, and the world around us. WD is committed to offering opportunities to applicants with disabilities and ensuring all candidates can successfully navigate our careers website and our hiring process. Based on our experience, we anticipate that the application deadline will be 10 /06/2026 (3 months from posting), although we reserve the right to close the application process sooner if we hire an applicant for this position before the application deadline. If we are not able to hire someone from this role before the application deadline, we will update this posting with a new anticipated application deadline.

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