Investor Sales Team

We sign on new clients to help grow near-term ARR and build the future pipeline of upsell opportunities.

Current Openings 

“We are a high-performing, collaborative team built on the shared goal of securing new clients to catapult the growth trajectory of YipitData. Mistakes are encouraged and losses are celebrated as continual opportunities for growth and development, both on an individual and team basis. Collaboration is at the core of what we do and part of why I enjoy working with this team of amazing people who both help and challenge me on a daily basis.”

Shane O’Connor

Who Are We & What Do We Do?

The Investor Sales team is responsible for signing up new investor clients to directly grow the near-term revenue of the company, as well as to help drive the long-term growth of the business. Today’s new accounts can become future top accounts. We sign these accounts by first generating interest through a variety of prospecting techniques focused on delivering interesting insights and value. We’ll use cold calls, emails, referrals, Bloomberg chats, and other creative strategies to build initial interest. Once we’ve generated interest, our focus is on understanding each individual, how they invest, which companies they focus on, and ultimately aligning our products in a way that can help them achieve their investment goals. Our team is specialized into Hedge Fund Sales and Long Only Sales; both sub-teams are directly supported by Sales Development Representatives, who help enable our prospecting efforts.

What Do We Value?

  • Persistence & Positivity

    It can take several months to sign new accounts. To be successful on our team, you must exercise persistence and positivity.

  • Self-Improvement & Collaboration

    Due to the fast-moving nature of the industry, we need to keep abreast of changes through continuous learning. It’s imperative that we are open to learning from others, as well as contribute learnings to the broader team.

  • Strong Listening Skills

    Acquiring new customers is all about understanding their needs. Strong listening skills and the ability to dig in to glean important insights is crucial to success.

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