Senior Client Success Strategy & Operations Lead — Hybrid

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

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.