Senior Team Leader - CSM
About Us:
YipitData is a leading market research and analytics firm and recently raised $475M from The Carlyle Group at a valuation of over $1B.
We analyze billions of data points daily to provide accurate, detailed insights for our clients. 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 (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), 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:
We are seeking a dynamic and experienced 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 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.
We expect East coast work hours.
As Our Team Leader, Client Strategy 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.
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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. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding.
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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion