Chief Client Strategy & Operations

Addepar, Inc.; New York (NY); On-site; USD 171,000 - 268,000; Full time

Job summary

Addepar, a global data and AI platform, seeks a Head of Client Strategy & Operations to translate client strategy into execution across teams, systems, and operating rhythms — particularly as new capabilities and platform intelligence are embedded in how work gets done.

This role sits at the intersection of client leadership, product, technology, and delivery, acting as a senior partner to Client Leadership to shape how the client organization evolves as Addepar grows.

Qualifications

• 12+ years in strategy, operations, transformation, or client-facing leadership roles within complex B2B SaaS, fintech, or data platforms.
• Experience operating inside organizations with long, multi-stakeholder client implementations.
• Proven exposure to companies scaling up from 1,000+ employees (or similar complexity).
• Hands-on leader experienced deploying complex operating models and technologies where success is defined by execution and buy-in.

Responsibilities

• Translate evolving client strategy into clear operating priorities, sequencing, and decision frameworks across onboarding, implementation, service delivery, and client experience.
• Define and monitor client-facing and operational metrics; own the client operations data model and leadership reporting.
• Define and evolve the client operating model across Sales, Services, Product, and Technology; identify friction points and ensure alignment on solutions.
• Partner with Client Leadership to define the strategic role of AI and automation within the client operating model; translate vision into roadmaps and adoption plans.
• Serve as a senior integrator across Client Services, Product, Engineering, Data, RevOps, and Finance; lead through influence and ensure executable governance.

Skills

Strategy & Operations Leadership

Cross-functional Influence

Data-driven storytelling

Leadership in complex SaaS/Fintech

Job description

Addepar, a global data and AI platform, seeks a Head of Client Strategy & Operations to translate client strategy into execution across teams, systems, and operating rhythms — particularly as new capabilities and platform intelligence are embedded in how work gets done.

This role sits at the intersection of client leadership, product, technology, and delivery, acting as a senior partner to Client Leadership to shape how the client organization evolves as Addepar grows.