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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 metrics, and data analysis. Proficient in building workflows and dashboards using AI tools while collaborating effectively across diverse teams.
Highest-signal resume keywords
Customer Journey ManagementData Analysis and ReportingAI Tool UtilizationWorkflow and Dashboard DevelopmentStakeholder 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 ReconciliationRetention Metrics AnalysisRoot-Cause AnalysisFunnel AnalysisCohort AnalysisSurvival CurvesQuantitative Data AnalysisQualitative Data AnalysisProgramming Experience
Soft Skills
Attention to DetailOwnership MentalityComfort with AmbiguityEffective CommunicationCross-Cultural Collaboration
Tools & Technologies
ClaudeClaude CodeCursorReplitLovableBusiness Intelligence ToolsSpreadsheetsDatabasesAI Coding AssistantsMCPs
Industry Keywords
Customer SuccessStrategy ConsultingBizOpsPE Portfolio OperationsActivation MetricsChurn MetricsOnboarding PipelineEvidence-Based InterventionsStakeholder ManagementOperational Cadence
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 from signed deal to fully live account
- Define and monitor activation and early-life customer health
- Define, measure and analyze retention and churn metrics
- Perform root-cause analysis using funnels, cohorts, survival curves, leading indicators, qualitative data and raw data
- Map cross-team handoffs, 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 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 pipeline, activation and retention health
- Establish customer-journey and metric baselines within the first 30 days
- Launch evidence-based interventions and initial 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 accurately
- Comfortable working directly with databases, spreadsheets and BI tools
- Programming experience is a plus, but not necessary
- Daily use of Claude or a similar AI tool
- Comfortable connecting AI tools to data through MCPs
- Experience building workflows and dashboards with AI coding assistants such as Claude Code, Cursor, Replit or Lovable
- Must show something built with AI tools
- Fluent English, written and spoken
- Ownership mentality and comfort with ambiguity
- Comfortable working with stakeholders across cultures, seniority levels and functions
- Must be available to work evening-to-night hours in Hong Kong time
- Background and reference checks may be required for final-stage candidates
Benefits
Comp & perks- Remote, full-time role
- Occasional in-person meetings in Hong Kong
- Occasional trips to the operation center in the Philippines
- High-ownership role with opportunities for rapid growth
- Equal opportunity employer