Suggested rewrite: Led a cross-functional initiative that improved [business outcome] by [measurable result], demonstrating experience relevant to this role...
Sales Associate – Investor
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The role, at a glance.
YipitData is hiring a Sales Associate for its Investor Sales team to win new business among investment firms. This is a full-cycle, new-business hunting role covering prospecting, lead qualification, product demonstrations, collaboration with research teams, and deal closing. Candidates need at least two years of client-facing, sales, or business-development experience and strong interest in financial markets and data. The role is remote-friendly within the United States and emphasizes performance, resilience, ownership, and senior stakeholder relationship building.
Role DNA
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Pace & Pressure
5/5Autonomy Level
4/5Communication Load
5/5Salary analysis
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Core skills
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Sample interview questions
I would define the ideal customer profile, segment target investment firms by strategy and likely data needs, and prioritize accounts using clear research signals. I would run structured multichannel outreach, measure conversion at each stage, and regularly refine messaging based on prospect feedback and pipeline results.
In a previous sales process, I identified the stakeholders, clarified the buyer's underlying business problem, and maintained a mutual action plan through evaluation. By addressing objections with relevant evidence and keeping momentum across decision-makers, I moved the opportunity to a successful close.
I would begin with discovery to understand their investment strategy, research workflow, and current information gaps. I would then connect the relevant data and research outputs to faster, more confident investment decisions, using concise examples that demonstrate accuracy, timeliness, and practical insight.
I treat rejection as useful market feedback rather than a personal outcome. I maintain activity discipline, review patterns in objections and messaging, seek coaching when needed, and focus on the next well-researched prospecting action.
I would ask about the sectors they cover, decisions they are trying to improve, existing data sources, gaps in timeliness or coverage, stakeholders involved in evaluation, and how they would measure value. These questions help determine fit and shape a relevant follow-up demonstration.
About this role.
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 contribute to meaningful work, accelerate your development, and gain exposure to top-tier investors and decision-makers.
Why Top Talent Chooses YipitData:
- Ownership That Matters: You’ll directly impact revenue growth and client success
- Rapid Growth: We compress years of learning into months
- Merit Over Titles: Responsibility is earned through performance
- Velocity with Purpose: We move fast, collaborate deeply, and hold a high bar
If you’re hungry to learn, eager to grow in a high-performance sales environment, and motivated by impact, YipitData may be the right place for you.
About The Role:
We are looking to add a high-potential Sales Associate to our Investor Sales team to help drive new business growth within the investment community.
In this role, you will own the full sales cycle—from sourcing and qualifying new leads to leading product demonstrations, coordinating with research teams, and closing new business.
This is a new business–focused (hunting) role with uncapped earning potential. Please note that this is a 100% hunting role!
This is a remote-friendly opportunity that can sit in NYC or Austin, TX. 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.
What You’ll Do
- Drive Revenue – Close deals and expand YipitData’s presence in the investment field.
- Build Relationships – Cultivate trust with senior stakeholders and deliver value.
- Collaborate & Impact – Partner across teams to ensure client success and drive results.
You Are Likely To Succeed If
- You have 2+ years of experience in sales, business development, or a client-facing role (enterprise or subscription sales is a plus) actively closing business
- You are highly motivated to build a career in enterprise sales within financial services
- You are comfortable with outbound prospecting and energized by hunting for new opportunities
- You are intellectually curious and excited about data, investing, and financial markets
- You are resilient and thrive in a fast-paced, performance-driven environment
- You have strong written and verbal communication skills, including thoughtful questioning
You are a team player who values collective success as much as individual achievement
If you’re looking for a high-growth environment to build foundational enterprise sales skills while working with some of the world’s leading investment firms, we’d love to meet you.
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 are anticipated to be $78,000 base salary plus up to $110,000 in commission per year. 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.
- The compensation package also includes equity.
This is a remote-friendly opportunity that can sit in NYC (where our headquarter is located) or Austin, TX. 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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