Senior Director, Strategy
Western Digital · San Francisco Bay Area
📍 San Jose, CA, usvia smartrecruitersPosted 2026-06-23
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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.
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 t
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