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Optimal Workshop

About

Build better digital experiences, backed by data

Optimal Workshop has been a leader in information architecture tools for user research for over a decade. From humble beginnings in Wellington New Zealand, we pioneered card sorting and tree testing. Today, our suite of five specialised tools allows start-ups and Fortune 500 companies to test early, test often, and test at scale – all in one place.

We believe life online should feel easy, even enjoyable. That’s exactly what we help people do – build better digital experiences.

Location
Wellington
Website
Visit website 
Founded
2007
Employees
51-100
Industry
Data Analytics
Funding stage
Series A

Culture

Our space

Careers

Available roles

The Matchstiq Top 100

Matchstiq's take on Optimal Workshop

Optimal Workshop's mission is to be the global leader in tools for information architecture.

The market opportunity ahead for Optimal Workshop

To date, Optimal Workshop has successfully grown organically over the past 14 years, while maintaining profitability. We have a deep-rooted history of challenging the status quo within the global user research industry.

We pioneered some of the most widely used tools used in the growing field of information architecture (IA), including card sorting and tree testing tools, used in over a hundred countries by some of the world’s best-known brands including Uber, IBM and General Electric.

We have a big goal of improving the digital world around us, so more people have better experiences online. The demand in the user experience world is more pressing than it’s ever been, and to meet this demand, Optimal Workshop has just been given additional resources to build and innovate, while still delivering exceptional services every day for our customers.

To support our product development and international growth aspirations, Optimal Workshop is looking to increase staff numbers by 50% in 2022.

Why Optimal Workshop is a great place to work

At Optimal Workshop, curiosity is celebrated, boldness and accountability encouraged and things like office dogs, obsessive recycling, and spontaneous lunch trains are just part of who we are. We have a strong flexible-working culture that strives to make it just as connected when we are all at home as it is when we can be in the same room together.

We are guided by The Optimal Way, bringing principles of Individual responsibility and collective accountability to our work while making psychological safety a prerequisite. This means we are honest with each other and ourselves, – even when it feels uncomfortable.

The environment needs to be safe to say anything meaningful and we approach communication with compassion and understanding. We believe that decisions must as close as possible to the action and impact, so we support our colleagues rather than manage them.

 

 

Business Intelligence Advisor

Role Purpose

The purpose of this role is to work closely with the Head of Data, and the business, to help to ensure data becomes and remains a competitive and operational advantage of Optimal Workshop.  

This role will support the data vision and strategy and help lift the business to new levels of data literacy, leveraging data to drive enhanced business performance. 

 

Key Accountabilities

Strategy and Planning

  • Apply your expertise in quantitative analysis to drive a deeper understanding of how our customers interact with our products, helping to answer key business questions, and to identify new questions and experiments aligned with opportunity.
  • Contribute to product roadmaps, leveraging experiments, historical data and analytical models to identify opportunities for new investment and optimisation to drive key metrics.

 

Data Architecture / Engineering

  • Build data models and mechanisms to empower operational and exploratory analysis, forecasting, predictive analytics and impact analysis.
  • Collaborate with our technology teams to specify, build, and optimize data pipelines throughout our data ecosystem

 

Data analysis

  • Provide analysis on a range of business problems and communicate findings concisely to a variety of audiences.
  • Develop key dashboards and reports to enable Optimal Workshop team members and stakeholders to self-serve / analyse data in their own areas of ownership.
  • Continuously improve data literacy at Optimal Workshop Provide by providing guidance, advice, education for other staff members  

 

Technical Competencies/Core Skills

  • Intermediate experience in Business Intelligence / Analytics roles
  • Experience using statistical methods, modeling, experimental design and quantitative analysis to impact key decisions in a product-led business.
  •  Fluency in SQL, Python, data languages and statistical tools as well as  BI Tools 

 

People and Culture 

  • Demonstrates a growth mindset and is committed to continual self-improvement, with a focus on growth and performance.
  • Demonstrates commitment to cross squad and team communication, collaboration and connectivity.
  • Upholds the principles of and models the behaviours of The Optimal Way championing the Optimal Workshop culture and living and breathing our values: 
    • Approachable - We present ourselves openly to our colleagues and customers. We warmly and respectfully receive new ideas and feedback.
    • Bold - We’re not afraid to do things differently and make a few mistakes along the way. We take ownership of opportunities and find the courage to forge a better path.
    • Curious - We are experimental with our work and with the way we work together. We actively seek facts and a better way to create better experiences for our colleagues and customers alike.
  • Actively works to encourage and support employee diversity across Optimal Workshop.
 

Information Architect

Role purpose

This role provides a specialist information architecture (IA) function within the Insights team, and partners, where required, with squads to proactively and scalably lift the IA capability of the company. This includes leading IA and research projects, providing expert advice to internal stakeholders and customers, and maintaining our place as thought leaders in the information architecture industry. 

Key accountabilities and responsibilities

  • Lead information architecture and strategic research projects: Work with our Insights team and others in the organisation to identify and lead research/information architecture initiatives that align with our strategic direction. Ensure these initiatives are impactful, accessible, and actionable, and those relevant insights are communicated and understood by the right people to support decision-making.
  • Uplift information architecture capability: Support our teams to effectively integrate continuous discovery processes and frameworks in their work. Partner with teams across the business to lead or assist where IA expertise is needed. Collaborate effectively to ensure everything we build aligns with our customer's most important needs and drives desired business outcomes as needed.
  • IA thought leadership: Lead the charge on exploring, experimenting, and creating definitions, frameworks, methods, and tools for the future of information architecture. Be involved in our strategic foresight and Futures work. Provide general support and advice from an IA perspective, including advising on and contributing to marketing content, consulting with key customers to ensure they’re able to effectively run and analyse studies, and liaising with industry groups and networks. 
  • Contributing to the strategic direction: Lead and contribute to broader strategic research and information architecture initiatives as needed. Contribute to the understanding of the future direction of the industry. Advance the information architecture and research methods space, in collaboration with product leadership and product squads.

Leadership

  • Demonstrate self-leadership that aligns with Insight's priorities, and work collaboratively with the research faculty to continually improve the quality and efficacy of research done at OW
  • Create and perpetuate a customer-centric culture at OW and support our philosophy that ‘we all learn from customers’ at OW

Skills and Experience

  • A passion for, and expertise in, information architecture – including thinking that pushes the field forward, and an ability to talk about it with people at different levels of understanding. 
    • Experience in UX, CX, design research, service design, or equivalent, and the capability to contribute to strategic research projects as needed.
  • Collaborative in approach – continually seek alignment and accountability across squads and the company, achieving goals through teamwork and collaboration.
  • Excellent communication skills – adept in using diplomacy to influence others, verbally, in written form, and through presentations and other media.  

People and Culture 

  • Demonstrate a growth mindset and is committed to continual self-improvement, with a focus on growth and performance.
  • Engage as needed in the scoping, recruitment, and onboarding of new team members. 
  • Demonstrate commitment to cross squad and team communication, collaboration, and connectivity.
  • Uphold the principles of and models the behaviours of The Optimal Way by championing the Optimal Workshop culture and living and breathing our values: 
    • Approachable — We present ourselves openly to our colleagues and customers. We warmly and respectfully receive new ideas and feedback.
    • Bold — We’re not afraid to do things differently and make a few mistakes along the way. We take ownership of opportunities and find the courage to forge a better path.
    • Curious — We are experimental with our work and with the way we work together. We actively seek facts and a better way to create better experiences for our colleagues and customers alike.
  • Actively work to encourage and support employee diversity across Optimal Workshop.
 

Product Designer (Senior role)

Role Purpose

The role of a Product Designer is responsible for championing customer-centric product decisions using customer insights, empathy, and design thinking practices. Their work is crucial in ensuring Optimal Workshop’s products and services deliver exceptional digital experiences for our customers.

Working as part of a cross-functional squad, an experimentation mindset is critical to developing and iterating design solutions while collaborating with members of the team. As part of the Design Faculty, they work with all of Optimal Workshop’s Designers to grow the collective design capabilities and internal design practices.

Key AccountabilitiesPut people at the heart of all your work

Understand our customer’s needs and champion their voice when identifying product design solutions. Perform research activities and leverage customer data to identify customer pain points and opportunities. Ensure that stakeholders and the needs of the business are considered alongside the design of quality customer experiences.

Create Bold UX Solutions

Design world-class user experiences with intuitive, accessible, and delightful design solutions. Align your work with Optimal Workshop’s design system and brand – and continue to develop the evolution of these systems. Contribute to the overall product vision to help Optimal Workshop continue to be leaders in our field.

Drive Collaboration and Communication

Champion design-thinking as part of a cross-functional squad, involving a wide range of disciplines including engineering, product, and customer success. Facilitate workshops and collaborative sessions to identify viable solutions that align with Optimal Workshop’s strategic priorities.

 

Critical competencies

  • Experience designing UX solutions for digital products, with​​ iterative design and experimentation mindset. Knowledge of design patterns and how to apply them using a design system.
  • Knowledge of human-centred design best practices, UX heuristics, and web technologies.
  • Collaborative and motivated to contribute to the team: comfortable working within a cross-functional team, and supporting the team and others to continuously grow and improve.
  • Uncover customer insights and evaluate solutions with qualitative and quantitative research.
  • Facilitate collaboration with colleagues from across the business via workshops and co-design sessions.
  • Strategic thinker with an agile mindset and an open approach to experimentation.
  • Curiosity to continuously learn about new practices in discovery, design patterns, methodologies, etc. A desire to grow by seeking constructive feedback and providing it in return.
  • Holistic and system thinking: optimise solutions with a holistic approach that balances priorities.
  • Clear communication, documentation, and storytelling to share design decisions and research findings.
  • Proficiency using Figma (or similar tool), and keeps up to date with design tooling and trends over time.

 

People and Culture

  • Demonstrates a growth mindset and is committed to continual self-improvement, with a focus on growth and performance.
  • Engages as needed in the scoping, recruitment and onboarding of new team members.
  • Demonstrates commitment to cross squad and team communication, collaboration and connectivity.
  • Upholds the principles of and models the behaviours of The Optimal Way championing the Optimal Workshop culture and living and breathing our values:
    • Approachable – We’re here when you need us and love a silly question. We give people the tools and knowledge they need to get stuff done and grow. We’re exclusively inclusive because we care!
    • Bold – We’re not afraid to do things differently and make a few mistakes along the way. We take ownership of opportunities and find the courage to forge a better path.
    • Curious – We’re insatiably curious, just like our customers. We prove hunches with data and follow our instincts. We put people at the heart of everything we do.
 

React Front-End Platform Developer (Intermediate/Senior)

Role Purpose

Are you a developer with a passion for implementing technical solutions to help other developers? You’re in luck, we’ve got just the role as part of a friendly and supportive platform team. We’re looking for a new addition to help us build effective solutions to make our product teams more effective and self-sufficient. The main focus of this team is the maintenance and enhancement of the product infrastructure, including the shared frontend components and technology,  CI/CD pipeline, in addition to the development of needed software solutions to make our delivery squads technically autonomous.


Key Responsibilities

  • Front-end web development working primarily with React (backed by GraphQL APIs), using your comprehensive product development experience and a flexible mindset to design, prototype and deliver software solutions, with special focus on testability and accessibility
  • Working in our platform team to support technically our product teams
    • understanding technical needs and frictions
    • building reusable software solutions
    • collaborating with other developers with different technical backgrounds to architect and implement our platform
    • creating standards and assisting teams incorporating them 
    • anticipating and leading technology adoption 
  • Evolve the squad culture: open, daring, can-do, resilient, flexible, helpful, having fun; they've got gusto!
  • Adding a new voice to our developer faculty - sharing knowledge and collaborating across teams


Technical Skills and Experience

First and foremost, we focus on hiring awesome people. For the right person, we’re flexible on the specific skill set you bring to the table, as we can help you further develop where needed once you get here. As a developer at Optimal Workshop, you’ll have plenty of space to grow in areas that interest you or that the role calls for. 

 

At a minimum, we’re looking for:

  • Frontend development experience – Experienced in React, other javascript frameworks and ES6, has a good attitude and willingness to learn. You'll also be pretty good at: Git, html5, scss
  • A drive towards the outcome over the output – We want to make great products that our customers appreciate, and alongside your team, we’re wanting you to drive towards that.
  • A proactive attitude – We are on a constant mission to improve our product and the technology that powers it, so we’re looking for someone who’s happy to get stuck into the hard challenges.
  • A preference for collaboration – You’ll be working within a team of developers with different technical backgrounds on projects from ideation right through to realisation, so we’re looking for someone who is comfortable working closely with different roles to see a project through.
  • A general curiosity – We believe the best things come from those that aim to understand our customers, strategy, teams, product, and our culture, so we’re looking for someone whose curious nature drives them towards this.
 

Sales Development Representative

The purpose of the Sales Development Representative (SDR) role is to create excitement about Optimal Workshop as an integral part of our growing, passionate and supportive sales team. 

You will generate and qualify leads, having initial conversations with new and low touch customers.  You will lead outbound prospecting on LinkedIn using LinkedIn Sales navigator, looking for the right prospects based on our Ideal Customer Profiles (ICPs) in collaboration with Sales and Marketing. 

You will spend much of your time reaching out to potential clients through the early stages of the sales funnel, preparing and screening prospects to speak with our sales executives  You will also seek opportunities through our free accounts, and 1-seat and 2-seat accounts, where our customers would be keen to explore upgrading to a team account. 



Key Accountabilities

Generate new business leads

  • Lead generation is your main responsibility, moving leads through a sales pipeline, developing new business leads and enhancing existing relationships.
  • Work closely and collaboratively with the sales and marketing teams to develop and implement appropriate prospect communication plans and marketing campaigns.
  • You will be highly organized, spending a lot of time making phone calls and preparing lists. You will identify potential customer’s research related challenges and provide practical solutions to prospects. 
  • You will be a driven problem solver, identifying potential clients and building relationships with prospects. You will demonstrate impeccable communication skills, with a focus on lead generation and strategic outreach.
  • Act as an expert on OWs products in delivering messages to prospective customers. You will provide positive insights as a product knowledge specialist.

 

Data Collection, Research and Development

  • Utilization of prospecting and research tools, and coordinating and collaborating with sales executives to qualify opportunities, prepare for and book meetings with target prospects using email, Linked in and Zoom.
  • You will conduct sales development best practices with email, phone, and social approaches using enablement technology to connect with new prospects.
  • You will develop an in-depth understanding of OW and equipped with well-researched information about target prospects.
  • You will build a solid understanding of our industry and our sales process to spark meaningful conversations.
  • Input and maintain account CRM (salesforce.com) data effectively and efficiently
  • Manage, track, and report on all activities and results using Salesforce
  • Report on a weekly, monthly, or quarterly basis the results as required.
  • You will demonstrate an interest and understanding with emerging technologies and software, as our work revolves around the use of technology.

 

Teamwork and Collaboration

  • Strategize with team members to innovate & improve the overall sales development process
  • Collaborate with and leverage teammates to develop targeted lists, call strategies, and messaging to drive opportunities
  • Utilize business and industry knowledge to research accounts, identify key players, generate interest, create/identify compelling events, and develop accounts
  • Participate in documenting all processes and update as needed.
  • Work in collaboration with Marketing to develop targeted marketing tactics against your assigned target accounts

 

People and Culture 

  • Demonstrates a growth mindset and is committed to continual self-improvement, with a focus on growth and performance.
  • Engages as needed in the scoping, recruitment and onboarding of new team members. 
  • Demonstrates commitment to cross squad and team communication, collaboration and connectivity.
  • Upholds the principles of and models the behaviours of The Optimal Way championing the Optimal Workshop culture and living and breathing our values: 
    • Approachable - We’re here when you need us and love a silly question. We give people the tools and knowledge they need to get stuff done and grow. We’re exclusively inclusive because we care!.
    • Bold - We’re not afraid to do things differently and make a few mistakes along the way. We take ownership of opportunities and find the courage to forge a better path.
    • Curious - We’re insatiably curious, just like our customers. We prove hunches with data and follow our instincts. We put people at the heart of everything we do.
  • Actively works to encourage and support employee diversity across Optimal Workshop.
 

Chief Marketing Officer

Role Purpose


As CMO you lead and facilitate OW’s brand, marketing and communications to drive OW to
be the premium global brand for Information Architecture. This includes a passion for
exponential revenue growth, aiming high, delivering accurate marketing projections,
aligning teams, and creating the best possible user experience. We will rely on you to build
a world-class SaaS Marketing team and lead them to succeed.

 

Key Accountabilities


● Lead and deliver cross-functional marketing and communication activity to meet
OW’s strategic priorities and business performance, scaling, and growth objectives.
● Company-wide leadership aligned to the OW leadership ethos and supports OW’s
vision, values and culture. Will include actively communicating, influencing and
supporting the other Chiefs with the overall aim of creating a high performing team
and organisation.
● Proactively gather insights from and for OW to inform strategy, plans, culture and
operations.
● Customer marketing and demand gen programs to generate and nurture inbound
leads via events, SEM, email, retargeting, targeted social advertising, cooperative
marketing with partners, and in-app engagement, driving adoption, engagement,
expansion and loyalty at scale.
● Category design and content marketing programs to drive traffic and engagement
that translates to sales and positions OW as the globally recognised category
leader.
● Support the CEO, including working closely on brand, vision, and communications in
general.

 

Strategy


● In association with the CRO develop and execute revenue-related strategies
including pricing, positioning, and partnerships, linked to overall company strategy.
● Own the marketing and communications strategy for OW and ensure it aligns to
successfully deliver against revenue and company goals.
● Identify target customer markets, evaluate market trends and develop competitor
strategies.
● Together with the CPO and CRO, collaborate on strategic marketing, product
roadmap, pricing, positioning and budgeting decisions.

 

Leadership


● Build and lead the marketing team to execute on company, revenue and marketing
strategies.

● Identify and remove roadblocks that impede the effective execution of strategy.
● Provide leadership on Product-Led-Growth: marketing and onboarding (free to
paid) including retention and onsell/upsell
● Lead the creation and maintenance of great marketing partnerships at OW e.g.
Channel sales, partner development, freelance service providers and marketing
suppliers.
● Lead the development of an effective User Community to build advocates,
influencers and referrers to increase engagement, retention and brand awareness.
● Lead compliance across all areas related to marketing and communications
ensuring OW adopts and maintains best-practice.
● Lead the OW brand - in all its manifestations, including visuals - to ensure it
continues to evolve to effectively represent the company, its culture and community.

 

Performance


● Accountable for the overall operation and performance of the Marketing Team
● Jointly accountable - with the CRO - for OW’s revenue growth across freemium,
self-service and sales-supported acquisition, retention and expansion.
● Coordinate marketing and communications activities to increase customer
acquisition, expansion, retention and enhance our brand awareness and reputation.
● Accountable for marketing and communications processes e.g.Marketing Cloud,
website(s), reporting, tool management and maintenance. Jointly accountable, with
the CRO and CPO, for pricing, packaging, sales positioning, and delivery at OW.
● Responsible for monitoring and managing marketing pipelines and channels to
determine - in advance - the level of risk. Making proactive adjustments to
accelerate revenue and minimise potential revenue churn.
● Overarching responsibility for the Marketing Technology stack, including Marketing
Cloud, to ensure it is providing appropriate capability and capacity to deliver
against OW strategy.
● Work with members of the marketing team and those they engage with to ensure
the team effectiveness and efficiency in delivering against OW’s strategies and
objectives.
● Produce annual marketing forecasts and targets, updated and rolled quarterly to
reflect product progress, external context, capacity, and pipelines.
● Oversee and manage the budget for marketing and communications delivery for
marketing
● Responsible for marketing and communications reporting as required, including to
the Board and shareholders.
● Any other duties as necessary in the effective performance of the role, or as
reasonably directed.

 

People & Culture


● Consistent with OW’s broader culture, develop and nurture a high performing,
customer-obsessed culture that is focused on revenue enablement, automation,
excellent customer service, and continuous learning.

● With Practice Coaches and PX generally, support individuals’ development within
the marketing team
● Working with Practice Coaches and PX generally, actively care for members of the
marketing team
● Engage as needed in the scoping, recruitment and onboarding of new marketing
team members, ensuring the marketing team has appropriate capability and
resourcing.
● Consult, support and collaborate with the various Heads Of, Faculty Leads and
Faculties.
● Mentor and develop the Head of Marketing and others identified within the
Marketing Team to become effective leaders and successful in their roles.
● Identify and help to manage conflict and performance issues with PX for people in
the marketing team
● Drive cross squad and team collaboration and connectivity.
● Uphold the principles of and model the behaviours of the Optimal Way.
○ Approachable - We present ourselves openly to our colleagues and
customers. We warmly and respectfully receive new ideas and feedback.
○ Bold - We’re not afraid to do things differently and make a few mistakes
along the way. We take ownership of opportunities and find the courage to
forge a better path.
○ Curious - We are experimental with our work and with the way we work
together. We actively seek facts and a better way to create better
experiences for our colleagues and customers alike.

● Actively works to encourage and support employee diversity across Optimal
Workshop.

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