Client Strategy Manager

YipitData; United States; Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

401K match

Parental leave

Wellness budget

Job summary

YipitData offers a remote-friendly role for a Client Strategy Manager who will partner with clients to drive value and growth in a data-driven investment research environment.

You will own relationships, manage renewals, and identify upsell opportunities while collaborating across teams to deliver proactive, expert service and strategic narratives that support client success and retention. This role sits with our US-based Revenue/Client Strategy teams and offers NYC hub options.

Qualifications

• Minimum 4+ years of client-facing experience.
• Ability to build strategic relationships within your book of business.
• Passion for making clients successful and understanding their investment questions.

Responsibilities

• Own and cultivate relationships with clients, driving value and engagement.
• Develop renewal and expansion strategies across accounts.
• Identify and execute on upsell opportunities to grow contract value.
• Collaborate with cross‑functional teams to deliver superior client outcomes.

Skills

Client relationships

Renewals management

Upsell opportunities

Cross-functional collaboration

Strategic thinking

Tools

CRM systems

Job description

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, APAC, 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 is a remote-friendly opportunity that can sit in NYC, one of our office hubs, 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:

• 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
• 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:

Our compensation package includes comprehensive benefits, perks, and a competitive salary:

• 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. 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 is a remote-friendly opportunity that can sit in NYC (where our headquarter is located), one of our office hubs, 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 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.

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