About this role
About the Role We are looking for a Client Strategy Manager (CSM) to join our team and support our growing client base in making better investment decisions. The role acts as a research partner and trusted advisor, leveraging product expertise to maximize value for clients. What You'll Do
- Own and cultivate relationships with clients by leveraging product expertise to drive value and grow user engagement
- Become a trusted resource for our clients by acting as a thought partner and providing top-notch service
- Advocate for client needs cross-departmentally
- Create and execute on account growth & engagement strategies
- Manage commercial strategy by developing rapport with key decision makers, managing renewals end-to-end, and identifying and executing on upsell opportunities
- Contribute to building best-in-class practices within our growing Client Strategy team and work to eventually grow into our Business Development team or build out a team of your own What We're Looking For
- You have a minimum of 4+ years of relevant client-facing experience
- You are able to build strategic relationships within your book of business to support renewal conversations, partnership presentations, and business expansion opportunities
- You are passionate about making your clients successful and care deeply about their investment questions and process
- You are able to proactively identify value-adding opportunities for your client base and materialize them through our research
- You can manage a high-touch, high-volume client base
- You are both a self-starter and a team player
- You are energized by contributing to the future of data-driven investment research and are genuinely interested in investment research and the markets Nice to Have
- None listed in the posting. Compensation & Benefits
- Our compensation package includes comprehensive benefits, flexible work hours, flexible vacation, a generous 401K match, parental leave, team events, wellness budget, learning reimbursement, and more
- The annual on-target earnings for this position is anticipated to be up to $110,000 base salary + $40,000 gross retention bonus
- This is a remote-friendly opportunity that can sit in NYC (headquarters) or anywhere else in the US; NYC-based salaries apply for US roles regardless of location