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Strategy & Operations Manager – Client Onboarding, Activation & Retention
Wing Assistant. Own the entire post-sale customer journey from signed deal through 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, workflow automation, and collaboration across diverse teams to drive measurable improvements.
Highest-signal resume keywords
Customer Journey ManagementData Analysis and ReportingWorkflow Automation with AI ToolsSQL ProficiencyStakeholder 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
Data AnalysisSQLRoot-Cause AnalysisRetention MetricsActivation MetricsAnalytical ModelingDashboard BuildingProcess RedesignFunnel AnalysisCohort Analysis
Soft Skills
Attention to DetailOwnership MentalityAbility to Thrive in AmbiguityCross-Cultural CommunicationStakeholder Management
Tools & Technologies
ClaudeAI Coding ToolsBI ToolsSpreadsheetsData Sources
Industry Keywords
Customer SuccessStrategy ConsultingBusiness OperationsRetention and Churn AnalysisPost-Sale Management
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the entire post-sale customer journey from signed deal through onboarding, activation and retention
- Manage the onboarding pipeline and ensure every account progresses to being fully live
- Define and monitor activation and early-life health metrics
- Define, measure and analyze retention and churn by logo, revenue, lifecycle stage, role, segment, acquisition channel and team
- Perform root-cause analysis using funnels, cohorts, survival curves, leading indicators, qualitative research 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 pipeline, activation and retention health
- Establish customer-journey maps, trusted metric baselines, interventions, operating cadence and measurable improvements
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 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 ability to thrive in ambiguity
- 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 expected to be the only professional commitment
- Final-stage candidates may be required to 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 consent and in line with applicable law