Client Strategy Manager

YipitData

160d • $110,000 - $150,000

About The Position

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.

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 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 our research.
• Ability to manage a high-touch, high-volume client base.
• Self-starter and a team player.
• Energized by contributing to the future of data-driven investment research and genuinely interested in investment research and the markets.

Responsibilities

• Own and cultivate relationships with your clients by leveraging product expertise to drive value and grow user engagement.
• Become a trusted resource for our clients by acting as a thought partner and providing top-notch service.
• Advocate for client needs cross-departmentally.
• Create and execute on account growth & engagement strategies.
• Manage commercial strategy by developing rapport with key decision makers.
• Manage renewals from beginning to end.
• Identify and execute on upsell opportunities to augment contract value.
• Contribute to building best-in-class practices within our growing Client Strategy team.

Benefits

• Flexible work hours.
• Flexible vacation.
• Generous 401K match.
• Parental leave.
• Team events.
• Wellness budget.
• Learning reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees