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Job Description
YipitData is seeking a Client Account Manager (Client Strategy Manager) to support its growing client base. The role involves being a research partner with clients, understanding their needs, and providing proactive engagement. This is a remote-friendly opportunity within the US, with potential for growth into the Business Development team.Responsibilities:
  • Cultivate relationships with clients.
  • Drive value and grow user engagement.
  • Act as a thought partner and provide top-notch service.
  • Advocate for client needs.
  • Create and execute account growth strategies.
  • Manage renewals.
  • Identify and execute upsell opportunities.
Requirements:
  • Minimum 3+ years of client-facing experience.
  • Ability to build strategic relationships.
  • Passion for client success.
  • Ability to proactively identify value-adding opportunities.
  • Ability to manage a high-touch, high-volume client base.
  • Self-starter and team player.
  • Interest in investment research and the markets.
What YipitData Offers:
  • Flexible work hours and open vacation policy.
  • Generous 401K match and parental leave.
  • Team events, wellness budget, and learning reimbursement.
  • Equity.
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