Client Strategy Manager

Summary

Join YipitData as a Client Strategy Manager and cultivate strong relationships with clients, leveraging product expertise to drive value and user engagement. You will act as a trusted resource, advocating for client needs and executing account growth strategies. Manage commercial strategy by developing rapport with key decision-makers, managing renewals, and identifying upsell opportunities. Contribute to best-in-class practices within the Client Strategy team, with potential growth into Business Development or team leadership. This remote-friendly role offers a competitive salary, benefits, and equity, with opportunities for professional development and growth within a supportive and collaborative environment. The position requires 3+ years of client-facing experience and a passion for client success. The role is open to remote work across the US, with potential for New York State tax withholding depending on location.

Requirements

• You have minimum 3+ year of relevant client facing experience
• You are able to build strategic relationships within your book of business to support your renewal conversations, partnership presentations, and business expansion opportunities
• You are passionate about making your clients successful and care deeply about their investment questions and process
• You are able to proactively identify value-adding opportunities for your client base and materialize them through our research
• You can manage a high-touch, high-volume client base
• You are both a self-starter and a team player
• You are energized by contributing to the future of data-driven investment research and are genuinely interested in investment research and the markets

Responsibilities

• Own and cultivate relationships with your clients by: Leverage product expertise to drive value and grow user engagement
• Becoming a trusted resource for our clients by acting as a thought partner and providing top-notch service
• Advocating for client needs cross-departmentally
• Creating and executing on account growth & engagement strategies
• Manage commercial strategy by: Developing rapport with key decision makers
• Managing renewals from beginning to end
• Identifying and executing on upsell opportunities to augment contract value
• Contribute to building best-in-class practices within our growing Client Strategy team and work to eventually grow into our Business Development team or build out a team of your own

Benefits

• Flexible work hours
• Open vacation policy
• A generous 401K match
• Parental leave
• Team events
• A wellness and work-from-home budget
• Learning reimbursement