Senior Client Success Strategy & Ops Lead

Addepar, Inc.; New York (NY); On-site; USD 119,000 - 149,000; Full time

Job summary

Addepar, Inc. is seeking a Sr. Client Success Strategy and Operations Analyst in New York, NY. You will help shape how Client Success and Services operate, bridging vision with people, processes and systems for long-term customer success.

Candidate thrives in a fast-paced SaaS environment, translating complex operational challenges into executive-ready insights and actions. Strong analytical skills and cross-functional collaboration are essential.

Qualifications

• 3–5 years of experience in management consulting, strategy and operations, or CS/revenue ops at a fast-paced SaaS company.
• Strong analytical and quantitative skills with the ability to translate data into actionable insights.
• Proficiency in Excel/Google Sheets; familiarity with BI tools such as Databricks is a plus.

Responsibilities

• Bring analytical rigor and creative problem solving to Client Success operations, improving health scoring and net revenue retention.
• Define, maintain, and report KPIs to give leadership a clear view of performance and where to invest.
• Enable decision making for CS leadership via dashboards and clear strategic communications.
• Design scalable CS processes and playbooks, leading change management and ownership handoffs.
• Support scaling of Services by outlining operational requirements and resourcing decisions.
• Lead cross-functional projects across CS, Sales, R&D, Finance and other teams.

Skills

Analytical skills

Excel/Sheets

Data interpretation

Executive communication

Cross-functional collaboration

Tools

Databricks

Job description

Addepar, Inc. is seeking a Sr. Client Success Strategy and Operations Analyst in New York, NY. You will help shape how Client Success and Services operate, bridging vision with people, processes and systems for long-term customer success.

Candidate thrives in a fast-paced SaaS environment, translating complex operational challenges into executive-ready insights and actions. Strong analytical skills and cross-functional collaboration are essential.