Senior Client Success Strategy and Operations Analyst

Addepar, Inc.; New York (NY); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Global hybrid workforce

Flexible time off

Competitive benefits package

Learning & development allowance

Equity

Dynamic team environment

Job summary

Addepar is seeking a Client Success Strategy and Operations Senior Analyst to define and optimize how our Client Success and Services teams operate. You will bridge the vision with people, processes, and systems that deliver results, working across CS, Services, Sales, and R&D to ensure long-term client success.

You will bring analytical rigor to health scoring, net revenue retention, and team utilization, developing frameworks and playbooks to drive adoption and measurable impact.

Qualifications

• Strong analytical and quantitative skills, with ability to work with large datasets and derive insights.
• Effective communication with senior stakeholders across CS, Sales, R&D, and Finance.
• Experience solving complex operational problems and improving processes in a SaaS environment.

Responsibilities

• Define and optimize how the Client Success and Services organization operates.
• Develop recommendations bridging client success vision with PEOPLE, PROCESSES, SYSTEMS.
• Lead cross-functional alignment across CS, Services, Sales, and R&D to improve health metrics and NRR.
• Create and maintain KPIs and dashboards to inform leadership and guide investments.

Skills

Analytical thinking

Communication

Problem-solving

Cross-functional collaboration

Project management

Tools

Excel/Google Sheets

Databricks

Job description

• We are currently seeking a Client Success Strategy and Operations Senior Analyst
• Addepar is looking for a driven and adaptable professional to join our Client Success Strategy & Operations team
• In this role, you’ll help define and optimize how our Client Success and Services organization operates
• You’ll develop recommendations and solutions that bridge the gap between our client success vision and the people, processes, and systems that deliver on it day to day
• You’ll work cross-functionally across CS, Services, Sales, and R&D to drive alignment and ensure our clients are set up for long-term success
• This is a dynamic role ideal for someone looking to combine strategic thinking with hands-on operational execution in a high-growth SaaS environment
• Bring analytical rigor and creative problem-solving to Client Success operations, developing strategies and operational frameworks to improve health scoring, net revenue retention, and team utilization and capacity planning
• Develop, define, and maintain KPIs and performance metrics for the Client Success organization, ensuring leadership has a clear, data-driven view of what’s working and where to invest
• Enable decision-making for CS leadership through reporting, dashboards, and clear communication of strategy and operational performance
• Design and document scalable CS processes and playbooks, and lead change management efforts to drive adoption, defining clear ownership, handoffs, enablement plans, and success metrics to measure impact
• Support the development and scaling of Addepar’s Services business by identifying operational requirements, building frameworks for service delivery, and informing go-to-market and resourcing decisions
• Take ownership of cross-functional projects: create plans, track milestones, manage dependencies, and drive execution across CS, Sales, R&D, Finance, and other teams

Benefits

• Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance: Your continued growth and development are important to us
• Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

• Someone with a proven track record translating ambiguous, complex operational challenges into concise and impactful executive level communication
• Strong analytical and quantitative skills, including the ability to work with large datasets, identify trends, and deliver actionable insights.
• Proficiency in Excel/Google Sheets required; familiarity with BI tools such as Databricks or other analytics platforms is a plus
• 3–5 years of experience in management consulting, strategy and operations, or CS/revenue operations at a fast-paced SaaS company, with demonstrated excellence in strategic problem-solving and process optimization
• A self-starter with a “how do we get better” mindset. You naturally spot friction in processes and move to fix it
• Excited about solving hard problems in a fast-paced, fluid environment while maintaining high attention to detail and a commitment to follow-through
• Curious, proactive, and team-oriented with a bias toward action
• An effective communicator who can build bridges across CS, Sales, R&D, and Finance. Comfortable engaging with senior stakeholders and influencing without authority