Client Success Team Leader

About The Role:

We are seeking a dynamic and experienced Client Success Team Leader to lead a team of Client Strategy Managers across our Public Investor customers. This team plays a critical role by partnering with our clients through product expertise, proactive engagement, and thoughtful account management with the goal of driving revenue growth through strong renewal outcomes.

As a Client Success Team Leader  you will be responsible for managing a team of Client Strategy Managers, guiding them to drive value for our customers and ensure best-in-class client retention and revenue expansion. In addition, you will work closely with Revenue + Product leadership on new initiatives to deliver strong retention and growth for our Public Investor segment.

This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), one of our office hubs (Austin, Miami, Mountain View), 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 Success Team Leader at YipitData, you will:

• Lead and develop a team of Client Strategy Managers, setting strategy and execution plans to achieve revenue goals.
• Drive strong renewal execution through long term planning and data-driven strategies 
• Coach your team to deliver great client results through a value first approach, including:
  • Finding new and creative ways 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
  • Creating and executing on account growth & engagement strategies
• Collaborate cross-functionally with product and business development to deliver on client needs and foster continued product development
• Implement best practices and data-driven strategies to enhance client strategy performance.

You Are Likely To Succeed If:

• You are a proven revenue leader with experience managing high-performing account management teams.
• You have 2+ years of management experience in account management
• You have 5+ years of experience in account management 
• Skilled in client relationship management, with a track record of driving renewals and expansion.
• A strategic thinker who can translate data insights into actionable plans.
• Passionate about building a team culture that prioritizes customer success and growth
• You have experience managing the holistic life cycle of a client relationship from onboarding, quarterly business reviews, renewal, and upsells 
• You are a team player and are motivated by the company’s success, not just your own
• With a high EQ, you are sensitive to clients’ needs and quickly develop client relationships
• You are able to proactively identify value-adding opportunities for your client base and materialize them through our research 
• You are comfortable overseeing a high-touch, high-volume client base
• 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 $145K + $80,000 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.
• 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.

Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship.

We're excited to let you know that we'll be starting the process in early November. Around that time, you can expect to start hearing from us—we're looking forward to connecting with you soon!