Senior Client Success Strategy and Operations Analyst

Who you are

• Curious, proactive, and team-oriented with a bias toward action
• 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
• 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
• An effective communicator who can build bridges across CS, Sales, R&D, and Finance. Comfortable engaging with senior stakeholders and influencing without authority
• 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

What the job involves

• 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