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Salary: USD 119,000 - 149,000 / annual
Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver 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.
You will join the Client Success Strategy & Operations team to help define and optimize how the Client Success and Services organization operates. This is a strategic and operational role that bridges the gap between vision and execution—developing recommendations and solutions across people, processes, and systems. You will work cross-functionally with Client Success, Services, Sales, and R&D to drive alignment and ensure clients are set up for long-term success.
Key responsibilities include:
- Apply analytical rigor and creative problem-solving to Client Success operations, developing strategies and frameworks to improve health scoring, net revenue retention, team utilization, and capacity planning
- Develop, define, and maintain KPIs and performance metrics for the Client Success organization, providing leadership with a clear, data-driven view of performance and investment priorities
- 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, defining ownership, handoffs, enablement plans, and success metrics
- Support the development and scaling of Addepar's Services business by identifying operational requirements, building service delivery frameworks, and informing go-to-market and resourcing decisions
- Own cross-functional projects: create plans, track milestones, manage dependencies, and drive execution across CS, Sales, R&D, Finance, and other teams
This is a dynamic role ideal for someone combining strategic thinking with hands-on operational execution in a high-growth SaaS environment.
REQUIREMENTS:
- 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
- Strong analytical and quantitative skills, including 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
- Proven track record translating ambiguous, complex operational challenges into concise, impactful executive-level communication
- Effective communicator who can build bridges across CS, Sales, R&D, and Finance; comfortable engaging with senior stakeholders and influencing without authority
- Curious, proactive, and team-oriented with a bias toward action; self-starter with a "how do we get better" mindset
- Ability to solve hard problems in a fast-paced, fluid environment while maintaining high attention to detail and commitment to follow-through
- Must be legally authorized to work in the United States without requiring current or future visa sponsorship (no H-1B, F-1/OPT, or similar); must be authorized to begin work on first day of employment
