Client Strategy Manager

We are looking for a Client Strategy Manager to join our team and support our growing client base in making better investment decisions.

As a Client Strategy Manager at YipitData, you will own and cultivate relationships with your clients, leverage product expertise to drive value and grow user engagement, and become a trusted resource for our clients.

Responsibilities:

• Own and cultivate relationships with your clients
• Leverage 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, managing renewals, and identifying and executing on upsell opportunities

Requirements:

• Minimum of 4+ years of relevant client-facing experience
• Ability to build strategic relationships within your book of business
• Passionate about making your 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
• High-touch, high-volume client base management skills
• Self-starter and team player

What We Offer:

• Competitive salary with an annual on-target earnings of up to $110,000 base salary + $40,000 gross retention bonus
• Comprehensive benefits, perks, and flexible work hours
• Flexible vacation, generous 401K match, parental leave, team events, wellness budget, learning reimbursement, and more!

Our company operates globally with offices in the US, APAC, and India, and we offer a remote-friendly work environment.