---
title: 'Sr. Client Success Strategy and Operations Analyst at Addepar'
canonical: 'https://feeny.ai/job/sr-client-success-strategy-and-operations-analyst-addepar-new-york-qc612tb0a4va'
type: 'job'
last_seen: '2026-10-18'
---

# Sr. Client Success Strategy and Operations Analyst at Addepar

- **Company:** Addepar
- **Location:** New York, NY
- **Compensation:** $119k–$149k
- **Work type:** remote
- **Posted:** 2026-10-05
- **Last confirmed live:** 2026-10-18
- **Apply:** https://job-boards.greenhouse.io/addepar1/jobs/8862941002

## 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.

## About Addepar

## Company Overview
- **One-liner**: Addepar is a global data and AI company that provides a platform for financial professionals to aggregate, analyze, and manage complex investment portfolios.
- **Entity Type**: Private
- **Headquarters**: New York, New York, United States
- **Founded**: 2009
- **Founders**: Joe Lonsdale

## Core Business
- **Primary industry**: Financial Technology (FinTech) / Data & AI for Wealth and Asset Management
- **Target customers**: B2B, serving financial professionals including wealth managers, family offices, asset managers, and financial institutions (1,400+ clients globally)
- **Mission or purpose statement**: To create a more transparent financial system, enabling everyone to understand the assets they own, where they’re invested, and how they’re performing at any given moment. [addepar.com](https://addepar.com/about)

## Products & Services
- **Addepar Platform**: A data and AI engine that powers investment decisions, unlocks operational efficiency, and enables strategic scaling. It aggregates and normalizes data across a wide asset universe.
- **Addepar Data Exchange (ADX)**: A managed data environment that connects clients to their data ecosystem, unifying, governing, and activating data across the enterprise to power advanced analytics, AI workflows, and trusted portfolio insights. [addepar.com](https://addepar.com/)

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company).
- **Key Metric**: Powers more than $9 trillion in assets across 1,400+ clients in 60+ countries. [addepar.com](https://addepar.com/about)
- **Notable Investors/Partners**: Key leadership includes Joe Lonsdale (Founder and Chairman of the Board), Eric Poirier (CEO), and Peter O'Brien (Founder and Chairman of the Board). Board members include Juan Sabater and Jamie Hildreth. [addepar.com](https://addepar.com/about)
- **Growth Signals**: Celebrated 15 years of growth and success. Opened a new state-of-the-art office in Pune, India, housing cross-functional teams including global R&D and operations, signaling strategic international expansion. [addepar.com](https://addepar.com/careers) Active job postings: 131 as of latest data. [Greenhouse](https://job-boards.greenhouse.io/addepar1)

## Competitive Advantages
- **Massive Scale & Data Moat**: Managing over $9 trillion in assets provides an unparalleled data network effect, making the platform stickier and more valuable as more clients join.
- **Industry Leadership & Longevity**: Founded in 2009, Addepar is a well-established, trusted leader at the intersection of AI and finance.
- **Platform Ecosystem**: The ADX creates a unique, integrated data environment that differentiates it from point-solution competitors.
- **Award-Winning Culture**: Recognized as a Built In Best Place to Work in 2024. [addepar.com](https://addepar.com/careers)

## Strategic Focus
- **AI-First**: The company is heavily investing in AI and agents, as evidenced by dedicated AI roles (e.g., Software Engineer, Fullstack – AI Platform; Sr. Software Engineer - AI/ML; Head of Product and Solutions Marketing - AI and Agents). [Greenhouse](https://job-boards.greenhouse.io/addepar1)
- **Global Expansion**: Growing its presence in key markets like India (Pune), Poland, and the UK (Edinburgh).
- **Platform Innovation**: Continuously enhancing its data platform (ADX) and core portfolio analytics to drive operational efficiency for clients.

## Why Work Here
- **Culture & Values**: Emphasizes "The Addepar Way" with core values: Data is our Compass, Build Together, Champion Our Clients, Drive Innovation, Embrace Learning, and Act Like an Owner. [addepar.com](https://addepar.com/careers)
- **Work Policy**: Global hybrid workforce, with offices in New York, Salt Lake City, Pune (India), Edinburgh (UK), and Poland. Roles are available as on-site, hybrid, or remote depending on the position. [addepar.com](https://addepar.com/careers)
- **Benefits**: Competitive medical, dental, and vision benefits; a monthly wellness allowance; and Flexible Time Off (FTO). [addepar.com](https://addepar.com/careers)
- **Learning & Development**: Access to several professional development tools. [addepar.com](https://addepar.com/careers)
- **Engineering Culture**: Strong investment in top talent at the intersection of technology and finance, with a focus on building a dynamic team. [addepar.com](https://addepar.com/careers)
- **Recruitment Fraud Warning**: Addepar warns candidates about recruitment fraud and notes they will never ask for payments or purchases during the hiring process. [addepar.com](https://addepar.com/careers)

## Sources
1. [addepar.com - Careers](https://addepar.com/careers)
2. [addepar.com - Home](https://addepar.com/)
3. [addepar.com - About](https://addepar.com/about)
4. [Greenhouse - Jobs at Addepar](https://job-boards.greenhouse.io/addepar1)
5. [LinkedIn - Addepar](https://www.linkedin.com/company/addepar)

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