Senior Team Leader - CSM

YipitData

122d • $145,000 - $145,000

About The Position

We are seeking a dynamic and experienced Team Leader to lead a team of Client Strategy Managers across our Public Investor customers. This team plays a critical role by partnering with our clients through product expertise, proactive engagement, and thoughtful account management with the goal of driving revenue growth through strong renewal outcomes. As a Team Leader, you will be responsible for managing a team of Client Strategy Managers, guiding them to drive value for our customers and ensure best-in-class client retention and revenue expansion. In addition, you will work closely with Revenue + Product leadership on new initiatives to deliver strong retention and growth for our Public Investor segment. This is a remote-friendly opportunity that 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. We expect East coast work hours.

Requirements

• Proven revenue leader with experience managing high-performing account management teams.
• 2+ years of management experience in account management.
• 5+ years of experience in account management.
• Skilled in client relationship management, with a track record of driving renewals and expansion.
• Strategic thinker who can translate data insights into actionable plans.
• Passionate about building a team culture that prioritizes customer success and growth.
• Experience managing the holistic life cycle of a client relationship from onboarding, quarterly business reviews, renewal, and upsells.
• Team player motivated by the company’s success, not just your own.
• High EQ, sensitive to clients’ needs and able to quickly develop client relationships.
• Ability to proactively identify value-adding opportunities for your client base and materialize them through research.
• Comfortable overseeing a high-touch, high-volume client base.
• Energized by contributing to the future of data-driven investment research and genuinely interested in investment research and the markets.

Responsibilities

• Lead and develop a team of Client Strategy Managers, setting strategy and execution plans to achieve revenue goals.
• Drive strong renewal execution through long term planning and data-driven strategies.
• Coach your team to deliver great client results through a value first approach, including finding new and creative ways 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.
• Create and execute on account growth & engagement strategies.
• Collaborate cross-functionally with product and business development to deliver on client needs and foster continued product development.
• Implement best practices and data-driven strategies to enhance client strategy performance.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 251-500 employees