Client Strategy Manager

Remote; San Francisco (CA); Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Flexible hours

Flexible vacation

401K match

Parental leave

Team events

Wellness budget

Learning reimbursement

Job summary

YipitData, a leading market research and analytics firm, seeks a Client Strategy Manager to help clients make better investment decisions. You’ll partner with business development and executives to drive value, manage renewals, and identify growth opportunities, across a remote-friendly US footprint.

This role emphasizes deep product knowledge, proactive client engagement, and cross-department collaboration, with NYC headquarters and multiple US hubs as options.

Qualifications

• Minimum of 4+ years of relevant client-facing experience.
• Ability to build strategic relationships within your book of business to support renewal conversations, partnership presentations, and growth opportunities.
• Passion for making clients successful and caring about their investment questions and process.
• Proactively identify value-adding opportunities for clients through our research.
• Ability to manage a high-touch, high-volume client base.
• Self-starter and a team player.
• Energized by data-driven investment research and markets.

Responsibilities

• Leverage product expertise to drive value and grow user engagement.
• Be a trusted resource for clients by acting as a thought partner and providing top-notch service.
• Advocate for client needs cross-departmentally.
• Create and execute on account growth and engagement strategies.
• Develop rapport with key decision makers.
• Manage renewals from beginning to end.
• Identify and execute upsell opportunities to augment contract value.
• Contribute to building best-in-class practices within the Client Strategy team and potentially grow into Business Development.

Skills

Client-facing experience

Strategic relationship building

Renewals management

Upsell opportunities

Job description

Defining the future of work & living globally

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 (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture—recognized by Inc. as a Best 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 remote-friendly opportunity can sit in NYC (where our headquarters is located), one of our office hubs (Austin, Miami, Mountain View), 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 we pay NYC-based salaries for US roles regardless of where employees choose to work.

As a Client Strategy Manager at YipitData, you will

• 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

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 + 2% Net ARR (Annual Recurring Revenue). 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 role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, Denver, Mountain View, and Seattle. If the remote work is performed outside of these offices, income may 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.