Client Management Associate II

About Us:

We are looking for a Client Management Associate II (official title: Client Strategy Associate II) 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 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.

As our Client Strategy Associate at YipitData, you will:

• Support a growing number of clients and cultivate relationships by:
• Finding new and creative ways to drive value and grow user engagement
• Becoming a trusted resource for our clients by providing premium service
• Identifying and/or supporting upsell opportunities to augment contract value
• Advocating for client needs cross-departmentally
• Creating and executing on account growth & engagement strategies
• Develop account management skills that will make you a core contributor of the revenue team with significant growth opportunity

You are likely to succeed if:

• You have minimum 2 years of relevant client facing experience
• You are passionate about making your clients successful and care deeply about their investment questions and process
• You are energized by contributing to the future of data-driven investment research and are genuinely interested in investment research and the markets
• You can manage a high-touch, high-volume client base
• You are both a self-starter and a team player
• You are excited to learn and continuously improve

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 and perks, equity, and a competitive salary:

• We care about your personal life and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more!
• Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust.
• The annual on-target earnings for this position is anticipated to be $75K base salary + $6K annual bonus + 4% Net ARR bonus for Client Strategy Associate Level I and $80K base + $12K annual bonus + 4% Net ARR bonus for Client Strategy Associate Level II. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity.

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.