Sr. Client Success Strategy and Operations Analyst

Addepar

New York, NY · Remote · USD 119,000-149,000 · Remote · Posted Oct 5, 2026

At a glance

Workplace
Remote
Location
New York, NY · Remote
Salary
USD 119,000-149,000 · Base salary
Visa sponsorship
Visa sponsorship not offered

About the role

  • The Client Success Strategy and Operations Senior Analyst will help define and optimize the operations of the Client Success and Services organization.
  • This role bridges the gap between client success vision and the people, processes, and systems used to deliver it.
  • The position involves cross-functional collaboration across CS, Services, Sales, and R&D to drive alignment and long-term client success.

Responsibilities

  • Develop 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.
  • 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.
  • Lead change management efforts to drive adoption of new processes.
  • Support the development and scaling of the Services business by identifying operational requirements and building frameworks for service delivery.
  • Inform go-to-market and resourcing decisions.
  • Take ownership of cross-functional projects, including creating plans, tracking milestones, and managing dependencies.

Requirements

  • 3–5 years of experience in management consulting, strategy and operations, or CS/revenue operations at a fast-paced SaaS company.
  • 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 and identify trends.
  • Proficiency in Excel or Google Sheets.
  • Ability to influence without authority and engage with senior stakeholders.
  • Legally authorized to work in the United States without requiring current or future visa sponsorship.

Preferred qualifications

  • Familiarity with BI tools such as Databricks or other analytics platforms

Benefits

  • Base salary
  • Bonus
  • Equity
  • Benefits

Skills

  • Excel
  • Google Sheets
  • Databricks
  • Strategy And Operations
  • Process Optimization
  • Change Management

Addepar

Sr. Client Success Strategy and Operations Analyst

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