YipitData specializes in analyzing web data for institutional investors. In the past year we have doubled our team, increased revenue 2x and expanded our client base to include the largest institutional investors in the world.

We are hiring a Client Success Manager to help a growing client base make better investment decisions. Our newest CSM will identify meaningful engagement opportunities to help clients get the most value out of our products.

As a Client Success Manager at YipitData:

  • You will own and cultivate relationships with your clients by:
    • Finding new and creative ways to demonstrate value and grow user engagement
    • Advocating for client needs cross-departmentally
    • Becoming a trusted resource for our clients
    • Identifying and/or developing upsell opportunities
  • You will contribute to building best-in-class practices within the Client Success team to be shared with current and future members

You are likely to succeed if:

  • You are excited by contributing to the future of data-driven investment research
  • You understand the needs of investment professionals
  • You are eager to think strategically about growing revenue through proactive client interactions
  • You are able to effectively communicate complex ideas to a wide range of audiences
  • You are creative and empathetic in building consensus across decision makers
  • You are a master of judgment when handling a wide variety of client situations

Get to know us:

Compensation includes Competitive Salary + Benefits + Equity.


YipitData is an equal opportunity employer and seeks excellence through diversity.

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