Rapid Growth: We compress years of learning into months
Merit Over Titles: Trust and responsibility are earned through execution, not tenure
Velocity with Purpose: We move fast, support each other, and aim high—always with purpose and intention
If your ambition is matched by your work ethic—and you're hungry for a place where growth, impact, and ownership are the norm—YipitData might be the opportunity you’ve been waiting for.
About The Role (and Challenges You’ll Be Helping To Solve!)
We are looking for a Client Strategy Manager (CSM) to join our team and support our growing client base in making better investment decisions. Our goal is to be a research partner with our clients, almost an extension of their team. We do this by being experts on our products and the associated investment narratives, understanding exactly what names our clients currently care about and why, then providing proactive engagement and real-time responses to ensure we’re answering their key questions and maximizing value from our product offering. This role would partner with Business Development Executives.
This is a remote-friendly opportunity that can sit in NYC, one of our office hubs, or anywhere else in the US. However, depending upon where the remote work is performed, income could be subject to New York State tax withholding. Please note that we pay NYC-based salaries for US roles regardless of where employees choose to work.
As a Client Strategy Manager at YipitData, you will
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
You Are Likely To Succeed If
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
Meet Your Team
Check out this video to learn why our Revenue team members love being part of YipitData!
What We Offer
Our compensation package includes comprehensive benefits, perks, and a competitive salary:
We care about your personal life, and we mean it. We offer flexible work hours, flexible vacation, a generous 401K match, parental leave, team events, wellness budget, learning reimbursement, and more!
Your growth at YipitData is determined by the impact that you are making, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust. See more on our high-impact, high-opportunity work environment above!
The annual on-target earnings for this position is anticipated to be up to $110,000 base salary + $40,000 gross retention bonus. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, abilities, as well as internal team benchmarks.
This is a remote-friendly opportunity that can sit in NYC (where our headquarter is located), one of our office hubs, or anywhere else in the US. However, depending upon where the remote work is performed, income could be subject to New York State tax withholding.
Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
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