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Addepar

Sr. Client Success Strategy and Operations Analyst

Who can apply: Only open to applicants in: New York.
Location as listed by the employer: “New York, NY; Remote - United States”
Apply on Addepar's site ↗

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About this role

Addepar is hiring for a Sr. Client Success Strategy and Operations Analyst role. See the official posting for full details.

Requirements

  • 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…
  • 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

Summarized from the employer's posting — check the full posting for every requirement.