Client Strategy Manager

🕒 September 5, 2025

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Logo of YipitData

YipitData

201 - 500 employees

💸 Finance

🏢 Enterprise

Finance • Enterprise • Data Analysis

YipitData is a company that specializes in providing accurate, timely insights on over 1,000 companies by analyzing billions of data points every day. They offer detailed research to help investors make smarter decisions and assist companies in increasing market share, sales, and customer base. YipitData delivers alternative data through a range of datasets, including receipt data, card data, web data, and publicly reported earnings. This data is used to track market trends, consumer behavior, and product categories, enabling businesses to gain transparency into performance metrics. Their services cater to investors, companies, and data partners, with a strong focus on accuracy and near real-time data delivery.

📋 Description

• Own and cultivate relationships with your clients by: Leverage product expertise to drive value and grow user engagement; 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 on account growth & engagement strategies • Manage commercial strategy by: Developing rapport with key decision makers; Managing renewals from beginning to end; Identifying and executing on upsell opportunities to augment contract value • Contribute to building best-in-class practices within our growing Client Strategy team and work to eventually grow into our Business Development team or build out a team of your own

🎯 Requirements

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

🏖️ Benefits

• 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!

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