Strategic Account Manager

Job Description

YipitData is seeking a Strategic Account Manager to join their team. In this role, the individual will support the company's growing client base in making better investment decisions. The ideal candidate will act as a research partner with clients, becoming an extension of their team by providing proactive engagement and real-time responses.Responsibilities include:

• Owning and cultivating relationships with clients.
• Leveraging product expertise to drive value and grow user engagement.
• Becoming a trusted resource for 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.
• Managing renewals from beginning to end.
• Identifying and executing on upsell opportunities to augment contract value.
• Contributing to building best-in-class practices within the growing Client Strategy team.

The ideal candidate will have:

• Minimum 3+ years of relevant client-facing experience.
• Ability to build strategic relationships within their book of business.
• Passion for making clients successful and caring deeply about their investment questions and process.
• Ability to proactively identify value-adding opportunities for their client base.
• Ability to manage a high-touch, high-volume client base.
• Be a self-starter and a team player.
• Interest in investment research and the markets.

YipitData offers:

• Flexible work hours and open vacation policy.
• Generous 401K match and parental leave.
• Team events, a wellness and work-from-home budget, and learning reimbursement.
• Equity.