Senior Manager - Strategy and Operations
Job Summary
Job Description
The Senior Manager - Strategy and Operations will analyze performance trends, identify inefficiencies, and develop strategies to drive revenue growth, customer retention, and operational excellence. Responsibilities include analyzing cross-functional data, building and maintaining dashboards using BI tools, performing various analyses to uncover root causes, delivering insights to teams and executives, collaborating with different teams to design experiments, driving system integration and data quality, and supporting forecasting and variance analysis. The role also involves proactively identifying growth and retention opportunities.
Must have:
- Bachelor's degree in a related field (Analytics, Finance, etc.)
- 5-7 years of experience in business, sales, or marketing analytics.
- Strong analytical and statistical skills.
- Proficiency in SQL and BI/data visualization tools.
- Experience with CRM/automation platforms (Salesforce, HubSpot).
- Ability to translate data into actionable insights.
- Experience partnering with RevOps or Finance.
Good to have:
- Familiarity with product/behavioral analytics tools.
- Experience with Python or R for advanced analytics.
- Prior exposure to data warehousing concepts.
- Experience designing and analyzing A/B tests.
- Experience in RevOps or GTM Ops in SaaS companies.
16 skills required
Job Details
About the Role
What You’ll Do
What We’re Looking For
What Success Looks Like
Who You’ll Report To : Chief of Staff - CEO Office
Why join us
Learn More
About CleverTap:
We’re seeking a proactive Senior Manager – Strategy and Ops to unlock insights across our go-to-market and business ecosystems—including Marketing, Sales, Customer Success, and Finance platforms such as Salesforce, HubSpot, ChurnZero, and our financial systems.
In this cross-functional role, you'll analyze performance trends, uncover inefficiencies, and build actionable strategies that fuel revenue growth, customer retention, and operational excellence across CleverTap. Your work will directly inform leadership decisions and help shape the future of how we scale.
-Analyze cross-functional data — marketing funnel performance, sales pipeline trends, churn indicators, financial KPIs (e.g. CAC, LTV, payback periods)
-Build and maintain dashboards and reports using BI tools (Looker Studio, Power BI, Tableau, Metabase, etc.)
-Perform cohort, funnel, LTV, and churn analyses, uncovering root causes of customer leakage or sales inefficiencies
-Deliver insights through storytelling to teams and executives—highlight wins, opportunities, and actionable recommendations
-Collaborate with RevOps, Finance, Marketing, Sales, and CS teams to design experiments (A/B tests, pilot initiatives) validating hypotheses and optimizing key metrics
-Drive system integration and data quality efforts—ensure proper tracking, tagging, and data flows across Salesforce, HubSpot, ChurnZero, and financial systems
-Support forecasting, budgeting, and variance analysis—help identify and explain deviations from targets
-Proactively surface growth or retention opportunities—e.g., ICP refinement, sales velocity bottlenecks, campaign optimization, high-risk churn cohorts
Must-Have:
-Bachelor’s degree (e.g., Analytics, Finance, Engineering,Mathematics, Business, or related)
-5–7 years of experience in business, sales, marketing, or customer success analytics—ideally in B2B SaaS or Consulting
-Strong analytical and statistical skills (cohort analysis, LTV, churn modeling, predictive analysis)
-Proficiency in SQL and experience with at least one BI/data visualization tool (Looker Studio, Tableau, Power BI, Metabase)
-Hands-on experience extracting and modeling data from CRM/automation platforms (Salesforce, HubSpot) and customer success tools (ChurnZero, Gainsight)
-Ability to communicate from the data to actionable insights—presentation skills, narrative clarity, dashboard design
-Experience partnering with RevOps or Finance to support sales forecasting and quota attainment analysis
Good to Have:
-Familiarity with product or behavioral analytics tools (Amplitude, Mixpanel)Python or R experience for advanced analytics or predictive modeling
-Prior exposure to data warehousing concepts or ETL (Snowflake, Redshift, BigQuery)Experience designing and analyzing A/B tests or pilot rollouts
-Worked in RevOps, GTM Ops, or Strategic Ops functions in SaaS companies
-Increased marketing-to-sales funnel conversionReduced churn of high-risk cohortsImproved average deal size or sales velocity month-over-month
-Enhanced forecasting accuracyDemonstrated ROI on analytics-led campaigns or retention initiatives
- Contribute to a product backed by 11 technology patents, showcasing industry-leading innovation.
- You are passionate about technology and its impact on the high-growth mobile technology space
- Power personalized engagement at scale, processing over 30 billion events daily and reaching 3+ billion devices worldwide.
- Flourish in an Environment that Nurtures Growth and Curiosity
Get to know us better before you apply! Check out our product documentation, engineering blog, and customer stories to see how we work and what we value.
CleverTap is the leading all-in-one customer engagement platform, trusted by over 2,000 global brands—including marquee Fortune 500 companies —to deliver personalized experiences at scale. Recognized as a leader in customer engagement by Forrester and Gartner, and ranked among G2’s Top 10 Best Software Companies in India, we empower brands to build long-lasting customer relationships.
At the forefront of our innovation is Clever.AI, driving the next wave of AI-powered engagement. With Clever.AI, brands can stay ahead in a rapidly evolving market, creating deeper connections that spark loyalty and growth. Underpinning Clever.ai is TesseractDB™, our purpose-built, 11-patent data platform designed for speed and cost efficiency in customer engagement.
Backed by Accel, Peak XV Partners, Tiger Global, CDPQ, and 360 One, CleverTap is headquartered in San Francisco, with offices in Seattle, Toronto, Vancouver, London, São Paulo, Bogota, Mexico, Amsterdam, Sofia, Dubai, Mumbai, Bangalore, Gurgaon, Singapore, Ho Chi Minh City, Manila, and Jakarta.
Join us in shaping the future of engagement.
CleverTap is dedicated to establishing an inclusive culture that welcomes individuals from diverse backgrounds, encouraging them to contribute their unique perspectives to our workplace.
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