YipitData

Client Strategy Manager

YipitData

full-time

Posted on:

Location: California, Florida, New York • 🇺🇸 United States

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Salary

💰 $110,000 per year

Job Level

Mid-LevelSenior

Tech Stack

Cloud

About the role

  • 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

Requirements

  • You have a minimum of 4+ years 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
  • Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship.
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