YipitData

Strategic Account 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 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
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