Head of Client Strategy and Operations

Responsibilities

• Partner with Client Leadership to translate high-level strategy into actionable operating priorities, sequencing, and decision frameworks.
• Define and evolve the client operating model, managing cross-functional dependencies across Sales, Services, Product, and Technology.
• Own the client operations data model, defining key metrics such as adoption, utilization, and time-to-value to support executive decision-making.
• Drive the strategic integration of AI and automation into the client operating model, ensuring new capabilities are successfully operationalized and adopted.
• Identify friction points in the client lifecycle and lead the design and implementation of process, system, or organizational solutions.
• Lead operational strategy for partner programs, establishing standardized lifecycle processes and performance tracking.
• Serve as a senior integrator across Client Services, Product, Engineering, Data, RevOps, and Finance to ensure alignment between what is sold and what is delivered.

Requirements

• 12+ years of experience in strategy, operations, transformation, or client-facing leadership roles.
• Proven experience within complex B2B SaaS, fintech, or data platform environments.
• Demonstrated success scaling organizations (ideally companies growing beyond 1,000 employees).
• Experience managing long, multi-stakeholder client implementations.
• Strong analytical skills with the ability to build data models and translate complex data into executive-ready narratives.
• Exceptional cross-functional leadership skills with the ability to influence senior executives without formal authority.
• Ability to thrive in ambiguity and balance high-level strategic thinking with hands-on execution.

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Our platform unifies portfolio, market, and client data to deliver AI-powered insights within seamless investment workflows.