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. 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,…