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Strategy & Operations Manager – Client Onboarding, Activation & Retention
Wing Assistant. Own the entire post-sale customer journey from deal close through onboarding, activation, retention and month 12+ .
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, root-cause analysis, and building analytical models to drive customer success and operational improvements.
Highest-signal resume keywords
Customer Journey ManagementData Analysis and ReportingSQL ProficiencyExperience with AI Coding ToolsStakeholder Engagement
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 AnalysisRoot-Cause AnalysisSQLAnalytical ModelingCustomer Activation MetricsRetention MetricsChurn AnalysisProcess RedesignFunnel AnalysisCohort Analysis
Soft Skills
Attention to DetailOwnership MentalityComfort with AmbiguityCross-Cultural CommunicationStakeholder Management
Tools & Technologies
ClaudeBI ToolsSpreadsheetsAI Coding AssistantsMCPs
Industry Keywords
Customer SuccessStrategy ConsultingBusiness OperationsPost-Sale ManagementOperational Improvement
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the entire post-sale customer journey from deal close through onboarding, activation, retention and month 12+
- Manage the onboarding pipeline and ensure every account progresses from signed deal to fully live
- Define and monitor healthy early-life customer activation, identify at-risk accounts and intervene early
- Define, measure and analyze retention and churn across logo versus revenue, customer lifecycle, role, segment, acquisition channel and team
- Perform root-cause analysis using funnels, cohorts, survival curves, leading indicators, qualitative data 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
- Work with sales, recruiting, customer success, finance, product and Philippines operations teams across time zones
- Drive change through clarity and evidence, often without direct authority
- Report weekly to leadership on pipeline, activation and retention health, changes and corrective actions
- Establish customer journey maps, data access and trusted metric baselines in the first 30 days
- Identify high-impact opportunities, launch interventions and ship tools in 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
- Fluent English, written and spoken
- Ownership mentality and comfort with ambiguity
- Comfortable working with stakeholders across cultures, seniority levels and functions
- Willingness to work evening-to-night hours in Hong Kong time, generally aligned with US time
- Full-time role expected to be the candidate's only professional commitment
- Final-stage candidates may need 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 employment
- Background and reference checks conducted with consent and in line with applicable law