Investor Business Development & Client Strategy Teams
We manage commercial relationships and serve as a research partner to our investor clients.
Current Openings
"Our team is focused on building long-term partnerships with investors. We are in close contact with our clients to understand their priorities so that we can expand the value we add to their investment process. Every day, I get the opportunity to work with some of the world's most distinguished institutional investors. I also get to work alongside an impressive team determined to make YipitData best in class."
Who Are We & What Do We Do?
The Business Development team is responsible for managing the commercial relationships with investor clients. Our focus is the revenue growth of our business and expanding the partnerships across our client base. We do this by mapping overlap with our coverage/product pipeline, understanding our users’ investment focus, guiding the sales strategy, and building lasting relationships. Our skill specialization centers around communication, account planning, advanced negotiations, and sales process. The team collaborates closely with our Client Strategy team to achieve mutually beneficial outcomes with clients.
Client Strategy’s goal is to be a research partner to our clients - almost as if we were an extension of their team! We do this by being experts on our products and their associated investment narratives; identifying exactly which businesses our clients care about and why; and providing proactive engagement and real-time responses to our clients’ key questions. We always aim to maximize client value via our product offering and the research expertise we deliver.
What Do We Value?
Communication
Thoughtful questioning, rapport building, and listening skills are essential to success on the Business Development team.
Resilience/Grit
Sales requires a patient, positive mindset that allows one to persevere through both wins and losses.
Self-Improvement
We aim to get 1% better every day. We believe in humility and self reflection, which allow us to improve as individuals and as a team.
Client-First
Our goal is to become a trusted resource for our clients by acting as a thought partner and advocating for their needs cross-departmentally. We are passionate about ensuring our clients’ success and care deeply about their investment questions and process.
Team Players
Client Strategy touches nearly every part of our business - from product to commercials. The strategic relationships you build within your book of business support your renewal conversations, our product development, and business expansion.
Experimental
We are all about finding new and creative ways to drive value and grow user engagement! Some of our best practices started out as “experiments!”
