About this role.
YipitData is hiring a Client Strategy Manager to serve as a strategic, high-touch partner to investment-focused clients using its market research and alternative-data products. The role owns client relationships, drives product engagement, advocates for customer needs internally, and develops account-growth strategies. It also manages renewals end to end and identifies upsell opportunities in partnership with Business Development Executives. Success requires at least four years of client-facing experience, strong commercial judgment, and interest in investment research and financial markets.
Role DNA
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Job Complexity
4/5Pace & Pressure
5/5Autonomy Level
4/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
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Sample interview questions
I would first learn the client's investment focus, priority companies, decision process, and current use of our product. I would then align product capabilities and relevant research narratives to their highest-priority questions, establish a regular engagement cadence, and deliver proactive insights that demonstrate measurable value.
I would identify risk indicators early, such as declining usage, unresolved questions, stakeholder changes, or unclear ROI. I would create a recovery plan with the client, reconnect the product to their business objectives, coordinate internal resources to resolve gaps, and document mutual next steps well before the renewal deadline.
I treat expansion as a value conversation rather than a sales pitch. After understanding a client's unmet research need or growing coverage requirement, I would demonstrate how an additional product, dataset, or use case directly addresses that need, validate expected outcomes, and involve the appropriate decision makers transparently.
I would segment accounts by renewal timing, revenue and growth potential, engagement health, strategic importance, and immediate client needs. I would use structured account plans and a consistent cadence for proactive outreach while reserving time for urgent issues and escalating material risks early.
I enjoy work where rigorous analysis must be converted into clear, decision-ready insight. Supporting investment clients is compelling because responsiveness, product expertise, and a nuanced understanding of each client's thesis can materially improve the value they receive from research.
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 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
- 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
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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