Strategic Account Manager

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 remote-friendly opportunity can sit in NYC (where our headquarters is located), one of our office hubs (Austin, Miami, Mountain View), 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:
• Leveraging product expertise to drive value, user engagement, and deeper adoption
• Understand the client base and the jobs that need to be done. 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 account growth & engagement strategies
• Manage commercial strategy by:
• Developing rapport with key decision-makers
• Partnering with cross-functional partners to create, set and execute account strategy
• Identifying upsell opportunities to augment contract value
• Contribute to building best-in-class practices within our growing Investor team

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 + 2% Net ARR (Annual Recurring Revenue). 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.

Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship.

We're excited to let you know that we'll be starting the process in early November. Around that time, you can expect to start hearing from us—we're looking forward to connecting with you soon!