Remote Client Strategy Lead - Growth & Renewals

YipitData (Primary); Nuevo León; Híbrido; MXN 1.737.756 - 2.123.925; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible work hours

Generous 401(k) match

Parental leave

Wellness budget

Learning reimbursement

Descripción de la vacante

YipitData (Primary) is seeking a Client Strategy Manager (CSM) to enhance client's investment decisions through product expertise and relationship building. The position is remote-friendly and emphasizes proactive engagement with a diverse portfolio of clients, focusing on strategic growth and retention.

The ideal candidate will have over 4 years of client-facing experience and demonstrate a passion for data-driven investment research. Competitive compensation up to $110,000 along with a $40,000 retention bonus is offered.

Formación

• Minimum of 4+ years of client-facing experience.
• Ability to build strategic relationships to support renewals and expansions.
• Passion for helping clients succeed with a commitment to their investment processes.

Responsabilidades

• Own and cultivate relationships with clients to drive value.
• Act as a trusted resource and thought partner for clients.
• Identify and execute upsell opportunities to augment contract value.

Conocimientos

Client relationship management

Strategic thinking

Data-driven research

Proactive engagement

Descripción del empleo

YipitData (Primary) is seeking a Client Strategy Manager (CSM) to enhance client's investment decisions through product expertise and relationship building. The position is remote-friendly and emphasizes proactive engagement with a diverse portfolio of clients, focusing on strategic growth and retention.

The ideal candidate will have over 4 years of client-facing experience and demonstrate a passion for data-driven investment research. Competitive compensation up to $110,000 along with a $40,000 retention bonus is offered.