Senior Client Success Strategy & Ops Analyst

Blumberg Capital Company; New York (NY); On-site; USD 119,000 - 149,000; Full time

Job summary

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. This role focuses on Client Success Strategy and Operations, bridging vision with people, processes, and systems to drive long-term client success.

You will work cross-functionally across CS, Services, Sales and R&D in a fast‑growth SaaS environment, defining KPIs, building scalable processes, and guiding change management to optimize performance.

Qualifications

• 3–5 years of experience in management consulting, strategy and operations, or CS/revenue operations at a fast-paced SaaS company.
• Strong analytical and quantitative skills; proficient in Excel/Google Sheets; familiar with BI tools like Databricks.
• Proven ability to translate ambiguous operational challenges into concise executive‑level communication.
• Ability to build bridges across CS, Sales, R&D, and Finance and influence without authority.
• Data-driven mindset with KPI development and performance measurement capabilities.

Responsibilities

• Bring analytical rigor and problem-solving to Client Success operations; define strategies to improve health scoring and net revenue retention.
• Develop, define, and maintain KPIs and performance metrics for the CS organization for leadership visibility.
• Enable decision-making for CS leadership through dashboards and clear strategy communication.
• Design scalable CS processes and playbooks; lead change management and define ownership and enablement plans.
• Support scaling of Addepar's Services by identifying operational requirements and go-to-market decisions.
• Lead cross-functional projects and drive execution across CS, Sales, R&D, Finance, and other teams.

Skills

Analytical skills

Excel/Sheets

Business insight

Cross-functional collaboration

Communication with executives

Tools

Databricks

Job description

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. This role focuses on Client Success Strategy and Operations, bridging vision with people, processes, and systems to drive long-term client success.

You will work cross-functionally across CS, Services, Sales and R&D in a fast‑growth SaaS environment, defining KPIs, building scalable processes, and guiding change management to optimize performance.