Client Analytics Director Jobs

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Lead the data validation process end-to-end with the client and internal projects teams Develop scalable data analytics processes for validation in Databricks Write custom Python logic to detect large-scale data anomalies and automate remediation Facilitate recurring client sessions to track progress and steer the data validation project throug

About the Role We are looking for a Data Analytics Consultant in Taiwan to join our Enterprise Solution team. In this role, you will serve as the strategic bridge between our product applications, client data, and evolving business requirements. You are the vital link connecting our Product, Customer Success, and Sales teams. Your primary objective is to architect business solutions and successfully implement them using existing products, while simultaneously translating client feedback into actionable requirements for the Product team to drive continuous innovation. To excel in this role, you must develop an in-depth understanding of our products from technical development and service operations to sales strategy. You should possess exceptional communication skills to navigate complex client relationships and internal cross-functional collaborations. Responsibilities Requirement Advocacy: Gather and communicate new requirements and feedback from customers to the Product team to support continuous feature improvement and product-market fit. Cross-Functional Collaboration: Partner with Product Managers (PM), Customer Success Managers (CSM), and clients to identify business pain points and provide actionable analytical suggestions. Data Modeling & Analysis: Utilize SQL and Python to extract data from massive databases, conduct Exploratory Data Analysis (EDA), and build models to analyze business needs and predict user behavior. Further, verify and react with AI tools and validate the analytics results. Visualization & Reporting: Design and develop automated dashboards (e.g., Tableau or Looker) to provide intuitive, real-time monitoring and insightful data reports. (or proven capability of leveraging AI tools to complete tasks) A/B Testing: Design, execute, and analyze experiments to scientifically evaluate the effectiveness of marketing strategies and campaign performance. Solution Modeling & Frameworks: Design structured frameworks based on client

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn As a Snowflake Architect in Data Solutions, you'll lead pre-sales, estimation, scoping, design, and delivery of modern analytics solutions on Snowflake. You'll act as a hands-on architect and delivery lead on your own projects, while also providing technical guidance and people leadership to team members deployed across multiple client engagements. Architecture & Delivery Own end-to-end Snowflake solution architecture: data modelling, warehouse sizing and cost optimization, RBAC/security design, data sharing, and performance tuning Lead the data engineering lifecycle - research, POCs, architecture, design, development, testing, deployment, and maintenance Design and build POCs for modern analytics stacks across cloud-based business systems for prospective clients Translate client business needs into technical solution designs and actionable recommendations for platform, structural, or logic issues Manage day-to-day technical relationship with client stakeholders on active engagements Pre-Sales Lead technical workstreams in pre-sales: estimation, scoping, solution proposals, and orals/proposal defense sessions Partner with other practices on cross-functional solution plays and pre-sales activity Support sales cycles by leading solution presentations and building

DeepIntent is the leading healthcare marketing platform, purpose-built to help marketers plan, activate, and optimize data-driven campaigns with speed and precision. Trusted by the world’s top healthcare brands and their agencies, DeepIntent uniquely unites media, identity, and real-world clinical data to power privacy-safe, omnichannel marketing across every screen. Backed by patented technology and proven outcomes, DeepIntent’s platform delivers measurable audience quality and script lift at scale. Learn more at www.deepintent.com . What You’ll Do: DeepIntent is seeking an experienced Senior Client Success Manager to join our Client Success team. This role owns the day-to-day management and strategic growth of client relationships, partnering closely with Sales, Platform Operations, & Analytics and cross-functional teams from early planning through execution and expansion. As a Senior Client Success Manager, you will manage a book of business, lead client strategy and execution, and proactively identify opportunities to grow and deepen partnerships. You will play a critical role in driving revenue retention, upsell, and long-term client success. The Sr Client Success Manager should have a strong knowledge of the programmatic landscape and is a key contributor in the overall growth of the company. Key Responsibilities: Own end-to-end management of assigned managed service and/or self-service client accounts Serve as the primary point of contact for clients, leading day-to-day communication, optimizations, reporting, and recommendations Build strong, trusted client relationships grounded in a deep understanding of client goals, brand strategies, and performance metrics Own campaign performance, including pacing, optimization strategy, and delivery against client KPIs Deliver strategic insights and performance narratives through reporting, post-campaign analyses, and quarterly business reviews Identify and proactively drive upsell and growth opp

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. About the Client Success Team: The Client Success team at Affirm is focused on building and growing long-term partnerships with our merchant partners, helping them maximize the value of their relationship with Affirm while driving mutual business growth. As the primary post-sale point of contact, the team works closely with merchants to optimize performance, increase product adoption, identify revenue and GMV expansion opportunities, and ensure overall account health. Client Success also serves as a strategic bridge across Analytics, Product, Marketing, Credit, and Technical teams, advocating for merchants and helping shape solutions that drive successful outcomes for both our partners and Affirm. About the Role: We are seeking a dynamic and experienced Client Success Lead (CSM) to join our team. The ideal candidate will have 3-5 years of proven client experience, preferably in the financial technology sector. The CSM will be instrumental in maintaining client relationships, ensuring satisfaction, and fostering revenue growth. What You’ll Do: Deliver a proactive client management strategy to encourage growth & retention with our merchant partners Identify upsell and cross-sell opportunities to enhance client value and devise strategies to capitalize on them Provide prompt and effective support to address client needs and inquiries. Conduct regular performance reviews and gather client feedback Collaborate with internal teams to resolve client issues and requests promptly. Stay abreast of industry trends and market developments to anticipate client needs. Collaborate cross-functionally to execute strategies to support clients. Ensure alignment between client goals and internal priorities and deliverables. Demonstrate resourcefulness and flexibility in navigating changing envi

Client Onboarding Manager – Inference & Agentic AI | Paytm (Noida) About the Role Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Key Responsibilities Own client onboarding from sales handover to go-live. Understand client workflows, systems, and integration requirements. Coordinate with Product, Engineering, and Client teams for seamless deployment. Manage onboarding timelines, milestones, and stakeholder communication. Conduct client training sessions and drive product adoption. Track onboarding KPIs, client satisfaction, and implementation success. Gather client feedback and support continuous product improvements. Ideal Candidate 2–5 years of experience in Client Onboarding, Implementation, Customer Success, or Solutions Engineering. Experience in SaaS, Fintech, Enterprise Technology, or AI products preferred. Good understanding of APIs, integrations, CRM systems, and enterprise workflows. Strong project management, problem-solving, and stakeholder management skills. Excellent communication and client-facing abilities. Bachelor’s degree in Engineering, Business, or related field. Location: Noida Why Join? Be part of Paytm’s fast-growing AI business and work closely with enterprise clients to deliver cutting-edge AI-driven automation solutions at scale.

About the Company: Sigmoid enables business transformation using data and analytics, leveraging real-time insights to make accurate and fast business decisions by building modern data architecture using cloud and open-source technologies. Some of the world’s largest data producers engage with Sigmoid to solve complex business problems. Sigmoid brings deep expertise in data engineering, predictive analytics, artificial intelligence, and DataOps. Offices: New York | Dallas | San Francisco | Lima | Bengaluru. The role below is for our Bengaluru office. Why Join Sigmoid? Sigmoid provides the opportunity to push the boundaries of what is possible by seamlessly combining technical expertise and creativity to tackle complex business problems and convert them into straightforward data solutions. You will work in a fast-paced, high-impact environment and help shape data, analytics, and AI-led transformation for leading global insurance enterprises. About the Role: Sigmoid is looking to board a Leader for our Insurance Consulting Practice who can bridge the gap between high-level strategy and granular operational reality. A true expert in the insurance space must understand the interconnectedness of insurance products, claims ecosystems, underwriting dynamics, customer journeys, regulatory requirements, and operational processes. In this role, you will drive strategic initiatives, foster innovation, and provide visionary direction to our insurance practice with a strong focus on insurance analytics and AI-led transformation. The role requires a strong portfolio leader responsible for managing strategic accounts across new business development and account growth, while partnering with senior client stakeholders to define analytics use cases across Data Engineering, Data Science, Product Engineering, and Consulting. Roles and Responsibilities: Strong understanding of Insurance sub sectors operating model, value drivers and underlying mechanics Insurance Operations - Ability to

Applied AI & Analytics - Principal Consultant Location: London (Hybrid) | Practice Area : Data & Analytics | Type: Permanent Lead AI-enabled data and analytics programmes that deliver measurable impact across Financial Services. Lead the AI future. The Role You’ll lead complex, AI-enabled data and analytics programmes across the financial services sector, combining strategic leadership with deep expertise in applied AI, machine learning and advanced analytics to help clients deliver measurable outcomes at scale. What You’ll Do Scope, prioritise and shape AI and analytics initiatives across top-tier financial institutions Lead end-to-end delivery, from problem definition through to delivery, balancing business value, technical feasibility and data readiness Own delivery outcomes across AI-enabled initiatives, working hands-on with data scientists, engineers and client stakeholders Provide leadership and mentoring to data scientist and AI engineers, supporting capability growth across analytics, AI and ML Represent Capco’s Data Practice externally, contributing to AI-focused propositions, partnerships and thought leadership What We’re Looking For Proven experience leading AI-driven data and analytics programmes within consulting or complex enterprise environments Strong expertise across applied AI, machine learning, advanced analytics and their integration into modern data platforms to guide delivery, challenge design decisions and ensure solutions scale in production Knowledge about evolving cutting-edge AI technologies - including Agentic AI, GenAI advancements, Knowledge Graphs etc. Demonstrated ability to translate AI and analytics capabilities into clear business value for senior stakeholders Experience designing, governing and scaling AI solutions within regulated Financial Services environments Confidence operating across multiple workstreams while building sustainable AI and analytics capability within teams Bonus Points For Hands-on experie

Data Analytics – Senior Consultant Location: London (Hybrid) | Practice Area: Data & Analytics | Type: Permanent Unlock insights. Empower decisions. Shape the future of financial services. The Role We're expanding our UK Data Practice and looking for talented Data Analytics Consultants to join our award-winning team. You'll lead cutting-edge data transformation programmes for top-tier Financial Services institutions, helping clients unlock value, improve operational efficiency and gain a competitive advantage through data-driven decision-making. You'll also embrace AI-enabled ways of working, using approved AI tools where appropriate to enhance analysis, accelerate delivery and improve the quality of client outcomes while applying sound judgement and responsible AI practices. What You'll Do Lead and deliver complex data analytics initiatives across major Financial Services clients, translating data into meaningful business insights and measurable outcomes. Apply predictive modelling, segmentation and risk analytics to solve client challenges, leveraging AI-enabled analytical techniques where appropriate to accelerate insight generation and support better decision-making. Design and develop dashboards using Power BI, Qlik or Tableau, delivering intuitive visualisations that enable business stakeholders to act with confidence. Interpret large, complex datasets and provide actionable recommendations through advanced analytical techniques, combining technical expertise with critical thinking and human judgement. Support the growth of Capco's UK and Global Data Practice by contributing to innovation across analytics, AI and machine learning, sharing knowledge and encouraging modern, AI-enabled delivery approaches. What We're Looking For Strong ability to acquire, manipulate, analyse and interpret large volumes of complex data to solve business problems. Experience delivering predictive and diagnostic analytics across areas such as customer lifetime value, risk scorin

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. About the Role The Marketing Analytics Sr. Analyst will conduct analyses focused on optimizing and understanding marketing performance, sales effectiveness, client retention, and lifetime customer value. The role will collaborate cross-functionally with marketing, operations, product, sales, business intelligence, and data teams to deliver novel, actionable insights that contribute to meeting company goals. The ideal candidate is a results-driven, strategic thinker who thrives in a dynamic, fast-paced environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, and data visualization. A successful Senior Analyst will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to stakeholders. The Senior Analyst will be hands-on in analyzing data, developing reports, and driving meaningful change through data-backed recommendations. They are adaptable and can prioritize effectively to deliver impactful results. What You'll Do Extract, clean, and analyze data to provide actionable insights to improve customer acquisition and retention Liaison between Data, Business Intelligence, Analytics, Operations and Sales to ensure continuous alignment and fulfillment of data needs Conduct deep-dive analyses on m

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. About The Role The Manager of Strategy & Analytics will conduct analyses focused on optimizing and understanding marketing channel performance, client retention, and lifetime customer value. The role will collaborate cross-functionally with marketing, operations, product and sales to deliver actionable insights that help meet company goals. A successful manager will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to executives. The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation. What You'll Do Dive into data and processes to understand major operational challenges and opportunities Present findings to stakeholders and recommend actionable solutions for non-analytical partners including Senior Leadership Re-define and challenge company KPIs that are critical to achieving company and business unit goals Work closely with the product and operations teams in defining tests and experimental design What We Look For Bachelor’s or Master’s degree in business, STEM, or other analytical field 2-4 years professional experience in marketin

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. About the Role The Manager of Marketing Analytics will conduct analyses focused on optimizing and understanding marketing performance, sales effectiveness, client retention, and lifetime customer value. The role will collaborate cross-functionally with marketing, operations, product, and sales to deliver actionable insights that help meet company goals. The manager will be hands-on, diving deep into the data for specific analyses, while able to keep the high-level strategy in mind. A successful manager will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to stakeholders. The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation. What You'll Do Utilize data to conduct insightful analyses on major sales and marketing initiatives, operational trends, challenges, and opportunities Present findings to stakeholders and recommend actionable solutions for non-analytical partners including Senior Leadership Re-define and challenge company marketing and acquisition KPIs that are critical to achieving company and business unit goals. Build and maint

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. About The Role The Business Analytics Associate will conduct analyses focused on optimizing and understanding marketing channel performance, client retention, and lifetime customer value. The role will collaborate cross-functionally with marketing, operations, product and sales to deliver actionable insights that help meet company goals. A successful Associate will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to executives. The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation. What You'll Do Dive into data and processes to understand major operational challenges and opportunities Present findings to stakeholders and recommend actionable solutions for non-analytical partners including Senior Leadership Re-define and challenge company KPIs that are critical to achieving company and business unit goals Work closely with the product and operations teams in defining tests and experimental design What We Look For Bachelor’s or Master’s degree in business, STEM, or other analytical field Prior experience in Strategy Consulting, Financial

About the Team Our mission is to promote growth in local economies by building connections with businesses across the nation and expanding access to the DoorDash platform. The DoorDash for Business Client Success Team drives product adoption, usage, and expansion across our longtail unmanaged customers with a focus on onboarding and new use-case development. Our team is client facing while also leveraging a one-to-many, tech-touch model: lifecycle campaigns, group training,and automation, leveraging customer signals. The goal is to accelerate product stickiness and unlock growth at scale. Client Success is a great place to build both hard and soft skills, including consultative product expertise, data-driven decision making, and cross-functional collaboration, as the link between what customers need and what we build. About the Role Scaled Client Success Managers own product adoption, education, and onboarding for a pooled segment of our longtail unmanaged customers in North America. You'll be a proactive, solutions-oriented partner who delivers enablement and activation at scale through digital-first programs and remaining client facing while you introduce new products and features and help customers get more out of the ones they already use. Reporting to the Manager, Client Success, you'll partner with S&O (Strategy & Operations), Analytics, and Product to turn insights into programs that unlock value across a large book of customers. We're making a big bet that there's significant untapped potential in our self-service accounts. As part of a growing team, you'll help refine and scale our customer onboarding and activation motion while growing alongside the function. You’re excited about this opportunity because you will… Support a pooled segment of customers through a one-to-many model, prioritizing outreach by signal rather than account by account Own customer education and onboarding programs at scale: group training sessions, email campaigns, and lifec

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn As a Senior Associate in data Solutions, you’ll be responsible for pre-sales, estimation, scoping, designing, implementing, and testing proposed modern analytic solutions. Working closely with our client partners, you’ll develop relationships with key technical resources while delivering tangible business outcomes. Ideal candidates will be able to: Ability to manage projects and teams against planned work. Responsible for managing the day-to-day client relationship on projects. Manage the Data Engineering lifecycle including research, proof of concepts, architecture, design, development, testing, deployment, and maintenance. Collaborate with team members to design and implement technology that aligns with client business objectives. Build proof of concepts for a modern analytics stack supporting a variety of cloud-based business systems for potential clients. Team management experience and ability to manage, mentor, and develop talent of assigned junior resources. Create actionable recommendations based on identified platform, structural and/or logic problems. Communicate and demonstrate a clear understanding of client business needs, goals, and objectives. Collaborate with other architects on solution designs and recommendations. Assess client data environments and recommend scalable analytics and data engineering solutions. Des