Senior Director, Strategy

Company Description

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.

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.

This isn’t theoretical work. It’s real systems, at real scale, people solving some of the hardest challenges in technology today.

We’re looking for people who want to build, solve, and operate at that level.

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

Job Description

Western Digital is seeking a strategic leader to identify and evaluate new business opportunities in storage adjacencies, software platforms, and emerging business models. This role will focus on strategic opportunities beyond our core hardware business, including software-defined storage, tiered storage solutions, platform partnerships, and innovative business models to serve hyperscalers, neoclouds, sovereign clouds, and OEM partners. The Senior Director will serve as the company's strategic thought leader on how Western Digital can expand its value proposition and capture new revenue streams in the evolving data storage ecosystem.

This is a pure strategy and business development role requiring deep expertise in cloud infrastructure, software platforms, and emerging storage business models. The ideal candidate will bring a management consulting background with experience advising technology companies on platform strategy, ecosystem development, and business model innovation. This role reports to the VP of Corporate Strategy.

Key Responsibilities

Strategic Opportunity Identification & Assessment

• Identify and evaluate high-value strategic opportunities in storage adjacencies (software, platforms, services, new business models).
• Assess market opportunities in Software-Defined Storage (SDS), storage management platforms, data orchestration, and tiered storage solutions.
• Evaluate emerging business models (Storage-as-a-Service, consumption-based pricing, platform partnerships).
• Develop frameworks for assessing build vs. buy vs. partner decisions for software and platform opportunities.
• Identify white space opportunities where Western Digital's capabilities create unique competitive advantages, analyzing the strategic fit and value creation potential relative to the core hardware business.

Market & Customer Strategy

• Develop strategic approaches for serving hyperscale, neoclouds, and sovereign cloud initiatives.
• Analyze customer infrastructure trends and storage requirements that extend beyond hardware.
• Evaluate opportunities for differentiated solutions for emerging segments (e.g., edge computing, private/hybrid cloud).
• Assess evolving OEM partnership models for deeper value chain integration.
• Understand customer Total Cost of Ownership (TCO) drivers and map buying behaviors for integrated solutions versus component purchases.

Software & Platform Strategy

• Evaluate opportunities in storage management software, data placement, and intelligent tiering solutions.
•  Assess Software-Defined Storage (SDS) architectures and Western Digital's potential role in the ecosystem.
• Analyze platform partnership opportunities with cloud providers, System Integrators (SIs), and infrastructure software vendors.
• Evaluate API strategies, developer ecosystems, and platform business models relevant to storage.
• Assess opportunities to leverage WD's storage expertise through software intelligence and optimization layers.
• Analyze the competitive landscape in storage software to identify differentiation opportunities.

Partnership & Ecosystem Development

• Develop and execute strategic partnership frameworks for software vendors, cloud providers, and system integrators.
• Evaluate potential strategic partners and alliances within the storage ecosystem.
• Assess diverse partnership models (licensing, co-development, joint ventures, revenue sharing).
• Analyze ecosystem dynamics to build platform effects and network value.
• Evaluate sovereign cloud initiatives globally for partnership opportunities.
• Support business development teams with strategic frameworks for partner evaluation and deal structuring.

Business Model Innovation

• Evaluate new business models for storage including consumption-based pricing, outcome-based models, and managed services
• Assess storage-as-a-service opportunities and requirements for Western Digital to compete in service-based models
• Analyze financial implications and unit economics of alternative business models vs. traditional product sales
• Evaluate capabilities, partnerships, and investments required to execute on new business models
• Assess implications of business model shifts on go-to-market, operations, and organizational capabilities
• Develop business cases and financial models for adjacency opportunities and new business model initiatives

Strategic Analysis & Executive Communication

• Conduct rigorous strategic analysis of adjacency opportunities with clear recommendations for executive decision-making
• Prepare strategic deep-dives and prepared executive and board briefings on storage adjacency strategies, translating complex platform and ecosystem opportunities into clear, actionable C-suite and investment priorities.
• Synthesize market research, customer insights, and competitive intelligence into strategic recommendations and thought leadership on industry evolution and business model disruption.

Cross-Functional Collaboration

• Partner with Strategy to identify integrated solutions and cross-selling opportunities.
• Collaborate with Product Management and Engineering on platform roadmaps, technical feasibility and feature prioritization for adjacency initiatives.
• Work with Business Development and Corporate Development on partnership evaluation, M&A targets, and deal execution.
• Engage Sales and Marketing to understand customer needs and validate strategic assumptions.
• Collaborate with Finance on financial modeling, business case development, and investment prioritization

Qualifications

• Experience: in management consulting, corporate strategy, or business development with a focus on technology platforms and ecosystems. experience at a top-tier management consulting firm strongly preferred.
• Expertise: Proven track record developing platform strategies, ecosystem frameworks, and business model innovations for technology companies. Deep experience with cloud infrastructure, neo clouds, data storage, or enterprise infrastructure markets is strongly preferred.
• Skills: Exceptional strategic thinking, deep expertise in platform strategy, two-sided markets, and ecosystem dynamics. Outstanding analytical/financial modeling skills, including business case development.
• Core Competencies:
  • Strategic Vision: Ability to identify emerging trends and non-obvious opportunities.
  • Technical & Market Knowledge: Strong technical understanding of emerging trends in AI infrastructure and edge computing alongside cloud architectures and data storage requirements across hyperscale, neo cloud , sovereign and enterprise segments.
  • Platform Thinking: Deep expertise in platform strategy, two-sided markets, and ecosystem dynamics (network effects).
  • Ecosystem Orchestration: Skill in designing and managing complex multi-party relationships.
  • Communication & Influence: Proven ability to craft compelling strategic narratives and translate technical/market complexity into clear, actionable executive recommendations. Ability to drive alignment across organizational boundaries and influence C-suite decisions.

• Education: MBA from a top-tier business school is required. Bachelor's degree in Engineering, Computer Science, Physics, or a related analytical field is required.

Preferred Qualifications

• Direct consulting experience advising storage, cloud infrastructure, or enterprise software companies.
• Experience with platform strategy projects including marketplace development, ecosystem strategy, or API strategies.
• Background in business development or corporate development with experience structuring strategic partnerships.
• Prior experience working with or for hyperscale cloud providers (AWS, Azure, GCP) or large OEMs.
• Knowledge of sovereign cloud initiatives in Europe, Asia-Pacific, or Middle East regions.
• Experience with M&A due diligence or strategic investment evaluation in software or platforms.
• Familiarity with open-source software models and community-driven platform development.
• International business experience, including understanding of regional market dynamics and partnership models.

Performance Metrics

• Quality and impact of strategic recommendations on adjacency investment decisions
• Identification of high-value strategic opportunities that lead to partnership or investment decisions
• Rigor and clarity of business cases and strategic analyses for adjacency opportunities
• Effectiveness in influencing executive strategy and resource allocation for new initiatives
• Stakeholder satisfaction across executive leadership and cross-functional partners
• Contribution to partnership pipeline and deal flow in storage adjacencies
• Quality of strategic thought leadership on storage industry evolution and business model innovation

Location

• San Jose, California (primary)
• Flexibility for remote work within established company policies
• 25-35% travel including domestic and international travel to meet with hyperscale customers, potential partners, industry events, and consulting network

What Makes This Role Unique

This is a critical strategic leadership position tasked with driving Western Digital's transformation by identifying and executing entirely new, multi-billion dollar revenue streams beyond the core HDD business in storage adjacencies (software, platforms, and services). The focus is high-stakes, requiring the development of strategic approaches for complex ecosystems, particularly the high-growth neoclouds, sovereign cloud initiatives, and global hyperscalers, relying heavily on Ecosystem Orchestration and the ability to shape C-suite decisions and define the company’s future value proposition.

Salary Range: 224,500.00-299,300.00

Additional Information

Western Digital 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. We also prohibit harassment of any individual on any of the characteristics listed above. Our non-discrimination policy applies to all aspects of employment. We comply with the laws and regulations set forth in the "Know Your Rights: Workplace Discrimination is Illegal” poster. Our pay transparency policy is available here.

Western Digital 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. We are committed to an inclusive environment where every individual can thrive through a sense of belonging, respect and contribution.

Western Digital is committed to offering opportunities to applicants with disabilities and ensuring all candidates can successfully navigate our careers website and our hiring process. Please contact us at jobs.accommodations@wdc.com to advise us of your accommodation request. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.

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Compensation & Benefits Details

• An employee’s pay position within the salary range may be based on several factors including but not limited to (1) relevant education; qualifications; certifications; and experience; (2) skills, ability, knowledge of the job; (3) performance, contribution and results; (4) geographic location; (5) shift; (6) internal and external equity; and (7) business and organizational needs.
• The salary range is what we believe to be the range of possible compensation for this role at the time of this posting.  We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California, Colorado, New York or remote jobs that can be performed in California, Colorado and New York.  This range may be modified in the future.
• If your position is non-exempt, you are eligible for overtime pay pursuant to company policy and applicable laws.  You may also be eligible for shift differential pay, depending on the shift to which you are assigned.

• You will be eligible to be considered for bonuses under either WD’s Short Term Incentive Plan (“STI Plan”) or the Sales Incentive Plan (“SIP”) which provides incentive awards based on Company and individual performance, depending on your role and your performance. You may be eligible to participate in our annual Long-Term Incentive (LTI) program, which consists of restricted stock units (RSUs) or cash equivalents, pursuant to the terms of the LTI plan. Please note that not all roles are eligible to participate in the LTI program, and not all roles are eligible for equity under the LTI plan. RSU awards are also available to eligible new hires, subject to WD's Standard Terms and Conditions for Restricted Stock Unit Awards.

• We offer a comprehensive package of benefits including paid vacation time; paid sick leave; medical/dental/vision insurance; life, accident and disability insurance; tax-advantaged flexible spending and health savings accounts; employee assistance program; other voluntary benefit programs such as supplemental life and AD&D, legal plan, pet insurance, critical illness, accident and hospital indemnity; tuition reimbursement; transit; the Applause Program; employee stock purchase plan; and the WD Savings 401(k) Plan.
• Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Notice To Candidates: Please be aware that WD and its subsidiaries will never request payment as a condition for applying for a position or receiving an offer of employment. Should you encounter any such requests, please report it immediately to WD Ethics Helpline or email compliance@wdc.com.