Client Strategy Manager, YipitData

$93.5-110k

+ $40,000 gross retention bonus + 2% Net ARR (Annual Recurring Revenue)

Mid and Senior level

Austin

Miami

New York

San Francisco Bay Area

Remote from US

More information about location

Alternative data driven market & investment research firm

Open for applications

Alternative data driven market & investment research firm

501-1000 employees

FintechB2BInvestingAnalyticsMarket researchFinancial ServicesSaaSCapital Markets

Open for applications

$93.5-110k

+ $40,000 gross retention bonus + 2% Net ARR (Annual Recurring Revenue)

Mid and Senior level

Austin

Miami

New York

San Francisco Bay Area

Remote from US

More information about location

501-1000 employees

FintechB2BInvestingAnalyticsMarket researchFinancial ServicesSaaSCapital Markets

Company mission

To usher in the new era of market research.

Job

Company

Role

Who you are

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

What the job involves

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
You'll 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

Our take

Annual expenditure on data sets amongst US asset managers has grown to over $1 Billion since the turn of the decade, and is only increasing. Alternative data providers like YipitData are providing answers to such investors.

By focusing on disruptive, digital-first sectors, the company provides maximum value to their clients. This is because, in recent times, many of the highest-growth opportunities have been the hardest to price. by supporting this pricing, YipitData is a stand-out.

Thus, the company has emerged as a leading provider of highly accurate and detailed research and analytics in the rapidly evolving landscape of disruptive and digitally enabled sectors. With an impressive client base in the hundreds, and significant funding behind it, YipitData is poised to expand innovation and venture into new markets.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

40% female employees

-10% employee growth in 12 months

Glassdoor (3.85)

Company

Funding (last 2 of 5 rounds)

Dec 2021

$475m

SERIES E

May 2019

$85m

LATE VC

Total funding: $577m

Company benefits

Flexible work hours
Flexible vacation
Generous 401K match
Parental leave
Team events
Wellness budget
Learning reimbursement

Company HQ

Midtown Manhattan, New York, NY

Leadership

Vinicius Vacanti

(Founder & CEO)

Prior to YipitData, they were an Associate at Quadrangle Group and an Analyst at The Blackstone Group.

Salary benchmarks

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