Sr. Client Success Strategy and Operations Analyst

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

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.

What You'll Do

• 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

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