Job description

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. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. 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 Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States. Compensation for this role includes base salary + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Base Salary Range $119,000 — $149,000 USD Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com .

Requirements

Must-haves

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
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
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
Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

Nice-to-haves

Compensation for this role includes base salary + bonus + equity + benefits.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aigo

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Vision