Head of Client Strategy and Operations

The Role

As Addepar continues to scale globally and evolve its platform, the complexity of delivering consistent, high-quality client outcomes continues to grow.

We are hiring a Head of Client Strategy & Operations to help ensure that client strategy translates into execution across teams, systems, and operating rhythms — particularly as new capabilities, automation, and platform intelligence become more embedded in how work gets done.

This role sits at the intersection of client leadership, product, technology, and delivery. You will not own the global services organization or manage large execution teams directly. Instead, you will act as a senior partner to Client Leadership, helping shape how the client organization operates as Addepar grows. This leader will be responsible for defining and scaling the processes, systems, and teams that ensure exceptional service delivery, maximize client lifetime value, and drive efficiency in our partner programs.

Success in this role is measured by clarity, alignment, and forward momentum — not by owning every decision or process.

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 roles in Colorado, California, and New York.

The current range for this role is $171,000 - $268,000 (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.

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

Strategy to Execution Bridge

• Partner with Client Leadership to translate evolving client strategy into clear operating priorities, sequencing, and decision frameworks
• Turn high-level vision into actionable plans across onboarding, implementation, service delivery, and client experience — without owning every function directly
• Act as a trusted thought partner to senior leaders, helping shape how the client organization evolves as Addepar scales
• Own and maintain the operating calendar, decision logs, and priority sequencing artifacts that keep the client organization aligned and moving

Metrics, Insights & Decision Support

• Define and monitor client-facing and operational metrics (e.g., Adoption, utilization, time-to-value, health, delivery capacity signals)
• Own the client operations data model — define what gets measured, how it is captured, and how it flows into leadership reporting
• Synthesize insights into clear narratives that support executive decision-making
• Help leadership anticipate potential constraints before they become bottlenecks

Client Operating Model & Scale (Process, Systems & Workflow Management)

• Define and evolve the client operating model, including handoffs, accountability, and cross-functional dependencies across Sales, Services, Product, and Technology
• Identify friction points in the client lifecycle and drive alignment on solutions — whether process, system, or organizational
• Support the transition to a more AI-enabled client model, ensuring changes are intentional, sequenced, and adopted (not just launched)
• Own the documentation and continuous improvement of core operational processes — onboarding, implementation, renewals, and escalation paths
• Establish process governance standards so that operational changes are tested, documented, and adopted — not just launched
• Partner with CRM/Technology owners to improve system workflows that support the client lifecycle; ensure tooling reflects how work actually gets done
• Lead the operational strategy and planning for Addepar’s partner programs by establishing standardized lifecycle processes and managing cross-functional execution for onboarding, performance tracking, and pipeline reporting

AI & Automation Strategy

• Partner with Client Leadership to define the strategic role of AI and automation within the client operating model
• Translate that vision into prioritized initiatives, roadmaps, and adoption plans across teams
• Work cross-functionally to ensure AI-driven capabilities improve time-to-value, scalability, and client experience — without compromising trust or delivery quality
• Ensure AI-enabled workflow changes are operationalized with process documentation, training, and adoption tracking — not just deployed

Cross-Functional Leadership

• Serve as a senior integrator across Client Services, Product, Engineering, Data, RevOps, and Finance
• Establish guardrails that ensure what is sold, built, and delivered is aligned and executable
• Lead through influence, structure, and clarity rather than formal authority
• Partner with Sales and RevOps on GTM planning, capacity inputs, and operational readiness for growth, new segments, and/or products

Who You Are

Experience

• 12+ years in strategy, operations, transformation, or client-facing leadership roles within complex B2B SaaS, fintech, or data platforms
• Experience operating inside organizations with long, multi-stakeholder client implementations
• Proven exposure to companies scaling up from 1,000+ employees (or similar complexity)
• Hands-on leader experienced in deploying complex operating models and technologies where success is defined by seamless execution and organizational buy-in, not just design

Profile Signals (any combination)

• Chief of Staff to CRO, COO, GM, or CEO
• Strategy & Operations leader embedded in a commercial or client organization
• Operating model or transformation leader inside a product-driven company 

Capabilities

• Comfortable operating in ambiguity and change, helping organizations evolve while continuing to deliver while scaling structure in fast-moving environments
• Able to balance strategic thinking with hands-on execution
• Strong cross-functional credibility - senior enough to influence executives, pragmatic enough to build and iterate
• Strong analytical skills; ability to build and maintain data models, define metrics, and translate data into executive-ready narratives
• Strong communicator — equally effective in a strategic planning session and a process documentation review