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Sr. Client Success Strategy and Operations Analyst

Blumberg Portfolio

New York, NY · Mid

$119,000 – $149,000

Listed on Blumberg Portfolio’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

Addepar seeks a strategic operations professional to optimize how their client success organization functions, developing metrics, processes, and cross-functional solutions that drive retention and team efficiency in their SaaS platform business. This role suits someone with consulting or revenue operations experience who enjoys translating messy operational problems into clear executive recommendations and driving adoption of new systems across teams.

Our summary, not Blumberg Portfolio’s wording. The full posting is on their site.

Skills this role names

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What they ask for

Required

  • 3–5 years in management consulting, strategy and operations, or CS/revenue operations at a SaaS company
  • Proven excellence in strategic problem-solving and process optimization
  • Strong analytical and quantitative skills with ability to work with large datasets and identify trends
  • Proficiency in Excel or Google Sheets
  • Ability to translate ambiguous operational challenges into clear executive communication
  • Cross-functional collaboration skills and ability to influence without direct authority
  • Legal authorization to work in the United States without requiring visa sponsorship

Nice to have

  • Familiarity with BI tools such as Databricks or other analytics platforms

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