Client Strategy Manager
YipitData
Cloud
Strategic Account Manager
YipitData
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Florida, New York
Visit company websiteSalary
💰 $110,000 per year
Job Level
Mid-LevelSenior
Tech Stack
Cloud
About the role
- Own and cultivate relationships with clients by leveraging product expertise to drive value, user engagement, and deeper adoption
- Understand the client base and the jobs that need to be done; become a trusted resource and thought partner
- Advocate for client needs cross-departmentally and create and execute account growth & engagement strategies
- Manage commercial strategy: develop rapport with key decision-makers, partner with cross-functional partners to set and execute account strategy, and identify upsell opportunities to augment contract value
- Partner with Business Development Executives to support clients in making better investment decisions
- Provide proactive engagement and real-time responses to ensure key questions are answered and value is maximized from product offering
- Contribute to building best-in-class practices within the growing Investor team
Requirements
- Minimum of 4+ years of relevant client-facing experience
- Ability to build strategic relationships within your book of business to support renewal conversations, partnership presentations, and business expansion opportunities
- Passionate about making your clients successful and care deeply about their investment questions and process
- Ability to proactively identify value-adding opportunities for your client base and materialize them through research
- Ability to manage a high-touch, high-volume client base
- Self-starter and team player
- Energized by contributing to the future of data-driven investment research and interested in investment research and the markets
- Advocate for client needs cross-departmentally and partner with Business Development Executives
- Must not require visa sponsorship now or in the future
