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Strategy & Operations Manager – Client Onboarding, Activation & Retention
Wing Assistant. Own the entire post-sale customer journey from signed deal through month 12 and beyond .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the post-sale customer journey, focusing on onboarding, retention, and churn analysis. Proficient in data reconciliation, building analytical models, and utilizing AI coding tools to drive measurable improvements in customer health metrics.
Highest-signal resume keywords
Customer Journey ManagementData Analysis and ReconciliationAI Tool UtilizationRetention and Churn AnalysisStakeholder Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SQLData AnalysisAnalytical ModelingRoot-Cause AnalysisCustomer Health MonitoringProcess RedesignFunnel AnalysisCohort AnalysisSurvival CurvesMetric Baseline Establishment
Soft Skills
Attention to DetailOwnership MentalityBias Toward ActionOutcome FocusCross-Cultural Communication
Tools & Technologies
ClaudeAI Coding ToolsBusiness Intelligence ToolsSpreadsheetsDashboards
Industry Keywords
Customer SuccessManagement ConsultingStrategy ConsultingBusiness OperationsPortfolio Operations
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the entire post-sale customer journey from signed deal through month 12 and beyond
- Manage the onboarding pipeline and accelerate accounts from signed deal to fully live
- Define and monitor activation and early-life customer health
- Define, measure and analyze retention and churn across logos, revenue, lifecycle, roles, segments, acquisition channels and teams
- Perform root-cause analysis using funnels, cohorts, survival curves, leading indicators, qualitative information and raw data
- Map cross-team handoffs, identify friction, redesign processes, run experiments and measure impact
- Build dashboards, alerts and workflow tools using Claude and other AI coding tools
- Write SQL, reconcile data sources and build analytical models
- Collaborate with sales, recruiting, customer success, finance, product and Philippines operations teams
- Drive change through clarity and evidence without direct authority
- Report weekly to leadership on onboarding pipeline, activation and retention health, changes and actions
- Establish customer-journey maps, data access and metric baselines within the first 30 days
- Identify high-impact opportunities, launch interventions and ship tools within the first 60 days
- Demonstrate measurable improvement in a core metric and establish a weekly operating cadence within the first 90 days
Requirements
What you’ll need- 3–7 years of experience, including at least 2 years in management or strategy consulting (MBB, Tier 2, Big 4 strategy or a strong boutique), or an equivalent analytical role such as strategy, BizOps or PE portfolio operations
- Relentless attention to detail and ability to reconcile numbers to the dollar
- Comfortable working directly with databases, spreadsheets and BI tools
- Programming experience is a plus, but not necessary
- Daily use of Claude or similar AI tools
- Comfortable connecting AI tools to data through MCPs
- Experience building working tools with AI coding assistants such as Claude Code, Cursor, Replit or Lovable; applicants should show something they have built
- Fluent written and spoken English
- Ownership mentality, bias toward action and outcome focus
- Comfortable working with stakeholders across cultures, seniority levels and functions
- Must work US-aligned evening/night hours in Hong Kong time
- Full-time role expected to be the candidate's only professional commitment
- Final-stage candidates may complete background and reference checks
Benefits
Comp & perks- Remote, full-time role
- Occasional in-person meetings in Hong Kong
- Occasional trips to the operation center in the Philippines
- Equal opportunity employer
- Background and reference checks conducted with candidate consent and in line with applicable law