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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, including onboarding, retention, and data analysis. Proficient in using AI coding tools and SQL for building analytical models and dashboards to drive customer success.
Highest-signal resume keywords
Customer Journey ManagementData Analysis and SQL ProficiencyExperience with AI Coding ToolsStakeholder Engagement Across FunctionsManagement or Strategy Consulting Experience
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 AnalysisSQLAnalytical ModelingRetention MeasurementChurn AnalysisFunnel AnalysisCohort AnalysisSurvival-Curve AnalysisProcess RedesignDashboard Development
Soft Skills
Attention to DetailOwnership MentalityAbility to Thrive in AmbiguityEffective CommunicationCross-Cultural Collaboration
Tools & Technologies
ClaudeClaude CodeCursorReplitLovableBusiness Intelligence ToolsSpreadsheetsDatabasesWorkflow ToolsMCPs
Industry Keywords
Customer SuccessPost-Sale ManagementStrategy ConsultingBizOpsPE Portfolio Operations
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 from signed deal to fully live account
- Define healthy-start criteria, identify off-track accounts and intervene early
- Define, measure and analyze retention and churn across logos, revenue, customer age, role, segment, acquisition channel and team
- Conduct funnel, cohort, survival-curve and leading-indicator analysis
- 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
- Drive change through clarity and evidence without direct authority
- Report weekly to leadership on pipeline, activation and retention health
- Establish customer-journey maps, data access and metric baselines in the first 30 days
- Identify high-impact opportunities, launch interventions and ship initial tools in the first 60 days
- Demonstrate measurable improvement on a core metric and establish a 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
- Fluent English, written and spoken
- Ownership mentality; thrives in ambiguity and biases toward action
- Comfortable working with stakeholders across cultures, seniority levels and functions
- Willingness to work evening-to-night hours on Hong Kong time aligned with US operating hours
- 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, 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