Senior Client Success Strategy and Operations Analyst

Join Addepar, a leading SaaS company in the finance industry, as a Senior Client Success Strategy and Operations Analyst. In this dynamic role, you will define and optimize the operations of our Client Success and Services organization, develop strategies to improve client success metrics, and support the scaling of our Services business. You will work cross-functionally with various teams and have the opportunity to make a significant impact on the company's growth.

• Definir y optimizar el funcionamiento de la organización de Éxito del Cliente y Servicios, desarrollando recomendaciones y soluciones que cierren la brecha entre la visión de éxito del cliente y la ejecución diaria.
• Desarrollar, definir y mantener KPIs y métricas de rendimiento para la organización de Éxito del Cliente, asegurando que la dirección tenga una visión clara y basada en datos de lo que está funcionando y dónde invertir.
• Tomar la iniciativa en proyectos interfuncionales, creando planes, rastreando hitos, gestionando dependencias y impulsando la ejecución a través de los equipos de Éxito del Cliente, Ventas, I+D, Finanzas y otros.

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