Relationship Manager
WealthsimpleFull Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Candidates should possess a minimum of 4+ years of relevant client-facing experience and the ability to build strategic relationships within their book of business to support renewal conversations. Familiarity with YipitData's product offering and investment narratives is also beneficial.
The Client Strategy Manager will own and cultivate client relationships by leveraging product expertise to drive value and user engagement, acting as a trusted thought partner, and advocating for client needs cross-departmentally. They will also manage commercial strategy by developing rapport with key decision makers, managing renewals, and identifying upsell opportunities. Additionally, the role involves contributing to best-in-class practices within the Client Strategy team.
Data analysis and research services provider
YipitData provides data analysis and research services by converting large amounts of raw data from various sources into clear and actionable insights. These insights help clients, primarily investors and corporate entities, understand market trends and company performance. YipitData operates on a subscription model, offering clients regular datasets and reports that include updates on various sectors such as autos, marketplaces, and logistics. Each subscription provides tailored information with three layers of coverage to meet specific client needs. The company differentiates itself by offering deep dives into topics, continuous tracking of metrics, and data integration best practices, ensuring clients have access to relevant and detailed information. The goal of YipitData is to empower clients to make informed decisions based on comprehensive data analysis.