Client Strategy Manager

YipitData is the leading market research and analytics firm for the disruptive economy and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers—ranging from the world’s top investment funds to Fortune 500 companies—depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US, APAC, and India. Our award-winning, people-centric culture—recognized by Inc. as aBest Workplace for three consecutive years—emphasizes transparency, ownership, and continuous mastery. What It’s Like to Work at YipitData: YipitData isn’t a place for coasting—it’s a launchpad for ambitious, impact-driven professionals.From day one, you’ll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters : You’ll lead high-impact projects with real business outcomes Rapid Growth : We compress years of learning into months Merit Over Titles : Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high—always with purpose and intention If your ambition is matched by your work ethic—and you\'re hungry for a place where growth, impact, and ownership are the norm—YipitData might be the opportunity you’ve been waiting for. About The Role (and Challenges You’ll Be Helping To Solve!): 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. This is a remote-friendly opportunity that can sit in NYC, one of our office hubs, or anywhere else in the US. As a Client Strategy Manager at YipitData, you will: 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 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 You Are Likely To Succeed If: 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 Meet Your Team: Check out this video to learn why our Revenue team members love being part of YipitData! What We Offer: Our compensation package includes comprehensive benefits, perks, and a competitive salary: 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! Your growth at YipitData is determined by the impact that you are making, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust. See more on our high-impact, high-opportunity work environment above! The annual on-target earnings for this position is anticipated to be up to $110,000 base salary + $40,000 gross retention bonus. The final offer may be determined by a number of factors, including, but not limited to, the applicant\'s experience, knowledge, skills, abilities, as well as internal team benchmarks. This is a remote-friendly opportunity that can sit in NYC (where our headquarter is located), one of our office hubs, 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 for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf How did you hear about this job? (If through one of our current employees, please share their names.) * Please select the group(s) you have 4+ years of client-facing experience with: * Long/short hedge funds Private equity funds Long-only funds Global account teams/international funds Corporates/Large Enterprise Other (please specify in the next box) If selected Other, please specify Why are you interested in this role at YipitData? * What is your minimum required base salary or OTE (“On-Target-Earning” = Total Compensation), in USD, to consider this position? Please specify both your base salary and total compensation expectations. * What relevant client facing experience demonstrates that you'd be a good fit for this role? Please be specific when describing the context, such as the following: "X years of experience in Y industry, serving Z type of clients." * Please rank your top 3 strengths, and the top 3 skill sets that you'd like to further develop at YipitData. * Please explain any gaps on your resume. 1) Why are you compelled by this opportunity at YipitData2) Why are you looking for new opportunities now? * Kindly share your LinkedIn profile with us! Are you legally authorized to work in the United States for our Company? * Select... Do you now, or will you in the future, require sponsorship for employment visa status (e.g., H-1B visa status, etc.) to work legally for our Company in the United States? * Select... A final step in the hiring process is for you to arrange reference calls with former managers, direct reports (for managerial roles), and others. I acknowledge this * Select... YipitData is an equal-opportunity employer and seeks collaboration, innovation, and excellence through diversity and inclusion. Here is a set of voluntary demographic questions that are part of our Diversity and Inclusion initiatives. You may choose not to answer the questions below. If you do choose to answer, your responses will be used (in aggregate form only) to help us identify areas for improvement in our process. Your responses, or your choice to not respond, will not be associated with your specific application and will not in any way be used in the hiring decision. Select... Please specify the race/ethnicity you identify with (select any/all that apply): Asian Black or African American Hispanic / Latinx Middle Eastern or North African Pacific Islander or Native Hawaiian White Other I prefer not to say Do you identify as a member of the LGBTQIA+ community? Select... Do you identify as non-binary and/or transgender? Select... What are your pronouns? 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