Client Strategy Manager

• We are looking for a Client Strategy Manager (CSM) to join our team and support our growing client base in making better investment decisions
• Our goal is to be a research partner with our clients, almost an extension of their team
• We do this by being experts on our products and the associated investment narratives, understanding exactly what names our clients currently care about and why, then providing proactive engagement and real-time responses to ensure we’re answering their key questions and maximizing value from our product offering
• This role would partner with Business Development Executives
• You’ll own and cultivate relationships with your clients by:
• Leverage product expertise 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
• Advocating for client needs cross-departmentally
• Creating and executing on account growth & engagement strategies
• Manage commercial strategy by:
• Developing rapport with key decision makers
• Managing renewals from beginning to end
• Identifying and executing on upsell opportunities to augment contract value
• 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

Benefits

• Flexible work hours
• Flexible vacation
• Generous 401K match
• Parental leave
• Team events
• Wellness budget
• Learning reimbursement- You are able to build strategic relationships within your book of business to support your renewal conversations, partnership presentations, and business expansion opportunities
• You are able to proactively identify value-adding opportunities for your client base and materialize them through our research
• You are both a self-starter and a team player
• You have a minimum of 4+ years of relevant client-facing experience
• You can manage 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
• You are passionate about making your clients successful and care deeply about their investment questions and process