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YipitDataClient Strategy Manager
YipitData, a research and analytics firm serving investment funds and large corporations, is hiring a Client Strategy Manager to help clients make better investment decisions. The…
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About This Role
YipitData, a research and analytics firm serving investment funds and large corporations, is hiring a Client Strategy Manager to help clients make better investment decisions. The position is open to remote work and may be located in New York City, at an office hub, or elsewhere in the country. It is full-time, and the posting says NYC-based salaries apply to US roles regardless of where people work. The goal is…
Job Description
YipitData, a research and analytics firm serving investment funds and large corporations, is hiring a Client Strategy Manager to help clients make better investment decisions. The position is open to remote work and may be located in New York City, at an office hub, or elsewhere in the country. It is full-time, and the posting says NYC-based salaries apply to US roles regardless of where people work.
The goal is to act as a research partner that clients experience as an extension of their own team. The manager owns client relationships by using product expertise to grow engagement, serving as a thought partner, advocating for client needs across departments, and building account growth and engagement strategies. On the commercial side, the manager builds rapport with key decision makers, manages renewals from start to finish, and finds upsell opportunities that increase contract value. The role works with Business Development Executives and may grow into Business Development or lead a team of its own.
Applicants should bring four or more years of pertinent customer-facing work and an ability to form strategic ties that help with renewals, partner pitches and growth. Also wanted: foresight in spotting useful opportunities for clients, skill handling a demanding, high-volume roster, and a person who works independently yet collaborates well. Genuine interest in investment research and markets is expected.
Expected yearly on-target pay is up to $110,000 in base plus a $40,000 gross retention bonus. Perks include a retirement match, flexible schedule and time off, parental leave, a wellness allowance and reimbursement for learning. The company cannot consider candidates who will require visa sponsorship now or later.
Responsibilities
- Build and grow relationships across a book of clients by using product expertise to drive engagement
- Act as a trusted resource and thought partner for clients
- Advocate for client needs across departments
- Create and carry out account growth and engagement strategies
- Develop rapport with key decision makers
- Manage renewals from start to finish
- Identify and execute upsell opportunities to grow contract value
- Help build best practices for the Client Strategy team
Requirements
- At least four years of pertinent client-facing work
- Ability to build strategic relationships within a book of business
- Commitment to client success and understanding of their investment questions
- Ability to spot value-adding opportunities and deliver them through research
- Capacity to run a demanding, high-volume client roster
- Self-starter and team player
- Genuine interest in investment research and markets
Benefits
- 401(k) match
- Flexible hours and flexible vacation
- Parental leave
- Wellness budget and learning reimbursement
- Team events
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this YipitData role remote?
The posting is remote-friendly. The job may be based in New York City, at an office hub, or elsewhere in the country.
What is the on-target pay?
The posting says on-target earnings reach up to $110,000 in base pay, plus a $40,000 gross retention bonus.
What experience is required?
The posting requires at least four years of pertinent client-facing work.
Does YipitData sponsor visas for this role?
No. Candidates who need visa sponsorship now or later cannot be considered.
Sample Interview Questions
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