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Strategy & Operations Manager – Client Onboarding, Activation & Retention
Wing Assistant. Own the entire post-sale customer journey from deal close through month 12 and beyond, including onboarding, activation and retention .
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, activation, and retention metrics. Proficient in data analysis, building AI-driven tools, and collaborating across diverse teams to drive measurable improvements.
Highest-signal resume keywords
Customer Journey ManagementData Analysis and ReportingAI Tool DevelopmentStakeholder CollaborationRetention and Churn Metrics
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 ReconciliationRoot-Cause AnalysisCohort AnalysisSurvival-Curve AnalysisFunnel AnalysisMetric Baseline EstablishmentDashboard BuildingProcess RedesignExperimentation
Soft Skills
Attention to DetailOwnership MentalityBias Toward ActionCross-Cultural CommunicationStakeholder Engagement
Tools & Technologies
ClaudeClaude CodeCursorReplitLovableBusiness Intelligence ToolsSpreadsheetsDatabasesMCPs
Industry Keywords
Customer SuccessStrategy ConsultingBizOpsPE Portfolio OperationsOnboarding Pipeline
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the entire post-sale customer journey from deal close through month 12 and beyond, including onboarding, activation and retention
- Own and accelerate the onboarding pipeline from signed deal to fully live account
- Define healthy early-life customer activation, identify off-track accounts and intervene early
- Define, measure and segment retention and churn metrics
- Conduct funnel, cohort, survival-curve and leading-indicator analysis
- Perform qualitative and raw-data root-cause analysis
- 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 pipeline, activation and retention health to leadership
- Establish customer-journey maps, data access and metric baselines in the first 30 days
- Identify opportunities, launch interventions and ship tools in the first 60 days
- Demonstrate measurable improvement in a core metric and establish weekly operating cadence within 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
- Must show something built with AI tools
- Fluent English, written and spoken
- Ownership mentality, bias toward action and focus on outcomes
- Comfortable working with stakeholders across cultures, seniority levels and functions
- Willingness to work evening-to-night hours in Hong Kong time aligned with US time
- Full-time role must be the candidate's only professional commitment; other employment, consulting work or business interests must be disclosed
- Final-stage background and reference checks may be required
Benefits
Comp & perks- Remote work arrangement
- Occasional in-person meetings in Hong Kong
- Occasional trips to the operation center in the Philippines
- Equal opportunity employment
- Background and reference checks conducted with consent and in line with applicable law