Client Strategy Manager

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

Benefits offered by this job

Flexible work hours

Flexible vacation

Generous 401(k) match

Wellness budget

Learning reimbursement

Job summary

YipitData is seeking a Client Strategy Manager to support their growing client base, enhancing investment decisions. This role involves managing client relationships, executing on account strategies, and contributing to a collaborative team environment. The position offers a competitive salary of up to $110,000 and a $40,000 retention bonus, along with comprehensive benefits. This remote-friendly opportunity is available anywhere in the United States. Join YipitData to lead impactful projects and help clients succeed.

Qualifications

• Minimum 4+ years of relevant client-facing experience.
• Ability to build strategic relationships to support renewal conversations.
• Eagerness to contribute to the future of data-driven investment research.

Responsibilities

• Own and cultivate relationships with your clients.
• Manage commercial strategy from renewals to upsell opportunities.
• Contribute to building best-in-class practices within the team.

Skills

Client relationship management

Strategic thinking

Proactive problem-solving

Excellent communication

Job description

About Us

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 such as 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, we ensure clients receive 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 with purpose and intention

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. The role partners with Business Development Executives and serves as a research partner—almost an extension of our clients’ teams—by understanding their priorities and maximizing value from our product offering.

This remote‑friendly opportunity may sit in NYC, one of our office hubs (Austin, Miami, Mountain View, Denver), or anywhere else in the United States.

Responsibilities

• Own and cultivate relationships with your clients by:
  • Leveraging 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 toward growing into our Business Development team or building out a team of your own

Qualifications

• Minimum 4+ years of relevant client‑facing experience
• Ability to build strategic relationships within your book of business to support renewal conversations, partnership presentations, and business expansion opportunities
• Passion for making clients successful and commitment to their investment questions and processes
• Proactive identification of value‑adding opportunities for the client base and ability to materialize them through research
• Capacity to manage a high‑touch, high‑volume client base
• Self‑starter and team player qualities
• Eagerness to contribute to the future of data‑driven investment research and genuine interest in investment research and the markets

What We Offer

• Competitive salary with annual on‑target earnings up to $110,000 base + $40,000 gross retention bonus (final offer will depend on experience, skills, and internal benchmarks)
• Comprehensive benefits, perks, flexible work hours, flexible vacation, generous 401(k) match, parental leave, team events, wellness budget, learning reimbursement, and more
• High‑impact, high‑opportunity work environment where impact, not tenure, determines growth

This role may be performed fully remotely within the United States. Salary may be subject to New York State tax withholding if remote work is performed outside of the specified office hubs.

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.