Client Strategy Manager Job at YipitData

Client Engagement Manager

We are currently hiring a Client Engagement Manager (CEM) to manage our internat...

Location

Salary:

Not provided

Altitude Marketing

Expiration Date

Until further notice

Requirements

3–5+ years in account management/project leadership in a fast‑paced marketing, advertising, or related environment
Demonstrated ability to independently manage multiple high‑value accounts and set clear expectations
Proven, calm client‑communication skills across email, phone, video, and in‑person formats
Able to translate business goals into integrated marketing plans and scopes
facilitate strategy sessions and QBRs
Confident analyzing performance data and communicating insights simply
Excellent organization and prioritization
unwavering attention to detail and deadlines
Fluency with general marketing terminology and technologies
Commitment to continuous and independent learning

Job Responsibility

Be a High‑Performing Team Member: Attend team meetings and participate fully
model calm, positive, problem‑solving behavior
Read, sign, and follow all company SOPs
Seek and complete training to improve your skills
share what you learn in team knowledge share sessions
Participate in professional development as determined by your manager
Client Relations & Account Management: Build, foster, and maintain strong client–agency relationships
set and manage expectations to ensure satisfaction
Serve as the trusted primary point of contact for assigned client accounts
maintain consistent communication via email, phone, video, and in‑person as needed

Director, Client Strategy

We’re looking for an exceptional individual. If it’s you, you’ll be an integral ...

Location

United States

Salary:

Not provided

Zion & Zion

Expiration Date

Until further notice

Requirements

6-9+ years with a proven track record in account strategy and account management
Clearly able to demonstrate superior strategic thinking
Experience with accounts in multiple industries (B2C + e-comm experience desirable)
Extensive understanding of complex business concepts and how marketing efforts should support clients’ strategic goals
Proven ability to manage multiple complex clients and expertly set client expectations
Advanced understanding of marketing and how it is evolving, especially with respect to MarTech and AdTech
Digital and analytics savvy
Experience with accounts that involve CDPs, MarTech, nurture strategies, advanced analytics and a CX-driven approach
Agency or consulting experience required

Job Responsibility

Lead the development of marketing strategies supporting lead generation and revenue goals for clients across multiple industries, taking into account each client’s unique customer journeys
Engage and educate clients on the features and benefits of MarTech solutions related to their business goals – examples include marketing automation / lifecycle marketing platforms, customer data platforms (CDPs), advanced digital media platforms and integrations, etc.
Provide guidance to agency data/analytics team for the creation of advanced segmentation and data visualizations that will facilitate insights leading to improved campaign performance and ongoing accumulation of learnings. You will be responsible for actively contributing to what should be analyzed and why
Work with CX team to provide clients with actionable advanced marketing thought about their various audiences and how creative and messaging should vary along their customers’ journeys and how MarTech and AdTech can be integrated to activate innovative use cases
Create project estimates and timelines and hold both agency and clients accountable for meeting deadlines
Expertly presenting complex ideas and concepts to clients in formal and informal settings
Communicate with, and present to, client C-suite
Foster a productive and empowering working relationship with all agency and client team members
Maintain a high degree of knowledge of clients’ businesses and their industries and have an ability to translate that knowledge into actionable strategies and to communicate that knowledge to junior team members to help them develop
Delegate and provide guidance to junior staff members on assigned accounts within the account team and agency-wide

Client Relationship Manager

As a Client Relationship Manager, you will play a pivotal role in building and m...

Location

Spain , Barcelona

Salary:

Not provided

Gitmax

Expiration Date

Until further notice

Requirements

At least 3 years of proven sales or client relationship management experience, preferably in financial services
Strong ability to deliver impactful presentations to clients and stakeholders
Bachelor’s or Master’s degree in Marketing, PR, Finance, or a related field
Fluency in Spanish and English is essential
Exceptional communication, negotiation, and relationship-building skills
A proactive, solution-oriented mindset with the ability to thrive in a fast-paced, dynamic environment

Job Responsibility

Attract new clients to the company while nurturing and strengthening relationships with existing ones
Conduct company and product presentations, highlighting available investment opportunities tailored to clients’ goals
Develop and implement personalized investment strategies for key clients based on their unique requirements and objectives
Maintain regular communication with clients, providing updates on market trends, investment opportunities, and changes in strategy
Address client queries and concerns efficiently, ensuring high satisfaction levels
Assist with client documentation, transaction processes, and the seamless exchange of information between clients and the company
Represent the company at industry conferences and business communities, presenting investment products and building the brand’s reputation
Work closely with internal departments (marketing, analytics) to enhance the client experience and identify new opportunities
Gather and analyze client feedback to refine strategies and improve service delivery
Prepare reports on client interactions, market insights, and strategic outcomes to help define the company’s ideal client profile

What we offer

Competitive salary with a quarterly bonus of up to 100% of your gross salary based on performance KPIs
Partial reimbursement of annual private insurance fees
Engaging and challenging tasks with opportunities for professional development in a team of industry experts

Fulltime

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , San Francisco

Salary:

67000.00 - 80000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
30 days paid time off each year including Vacation and Holidays

Fulltime

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , Stamford

Salary:

60000.00 - 75000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

Senior Client Manager

The Sr Client Manager leads junior and senior level relationships with clients a...

Location

United States , Portland

Salary:

90000.00 - 110000.00 USD / Year

SGK

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Sales, Marketing or related field
8+ years progressive account management experience in a Creative Design Agency, Market Research firm or similar consulting environment
or equivalent combination of education and experience
5+ years in a leadership role (direct or indirect)
High degree of proficiency MS Office Suite, Outlook & Internet applications
Strong analytical, prioritizing, interpersonal, problem-solving, presentation, budgeting, project management (from conception to completion), & planning skills
Strong verbal and written communication skills (including analysis, interpretation, & reasoning)
Solid understanding and application of mathematical concepts
Ability to develop and maintain collaborative relationships with peers and colleagues across the organization, as well as, internal and external clients
Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment.

Job Responsibility

Supports the Company’s profitability efforts by managing efficient, accurate, and timely coordination of the assigned project activities.
Acts as a strategic partner to assigned clients by demonstrating a significant understanding of their market and business sectors and their specific challenges and opportunities. Provides insights and perspectives that support client initiatives and align company services with client needs.
Develops innovative proposals to capture both account growth and new business opportunities.
Coordinates client-specific projects throughout the lifecycle, including estimate creation, selection of appropriate projects and sub-projects, assignment of resources, monitoring project progress, and generation of the client/project invoice.
Ensures meeting of volume and revenue targets for each account.
Builds new relationships and nurtures existing relationships with internal and external clients.
Creates strong and effective partnerships with Brand Development and Brand Deployment teams through sharing a deep understanding of client markets and business sectors and specific challenges and opportunities facing those clients. Works with company leaders to develop solutions that align our services with client needs.
Assess and manages risks associated with profitability leakage by researching, understanding, and resolving any identified issues (i.e. process, operational, client relationship specific, etc.).
Analyzes the performance of the Company-Client business relationship through analytics models and performance metrics with goal to establish agreed tactical and strategic priorities and strategies to achieve those goals.
Ensures client retention is maximized by facilitating the delivery of custom tailored solutions to meet clients’ objectives and expectations.

Client Technology Solutions Manager

We are seeking a Client Technology Solutions Manager with a strong background in...

Location

Australia , Sydney

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstrated experience in the Investment Banking or Asset Management industries, preferably in Custody, Fund Services, ETF Servicing, Transfer Agency, FX, Securities Lending or Middle Office areas
Ability to drive holistic operational processes and cross product technical solutions across product areas
Demonstrated client-facing experience with a concentration on technical relationship management and technical program delivery with proven success
Proven Project management skills focused on technical solutions delivery
Operate with a product and solutions mindset
Excellent stakeholder management skills, with the ability to build and maintain strong relationships with senior-level stakeholders, both internally and externally
Must possess highly professional presence
Excellent communication and relationship-building skills
Must possess ability to lead working sessions and senior client presentations
Ability to drive consensus and manage differing points of view with composure

Job Responsibility

Client Facing Solutions: Engage directly with clients in the financial services industry to understand their needs and develop tailored solutions
Problem Solving & Solution Delivery: Identify client pain points, propose innovative technology-oriented solutions, and overs their implementation to ensure delivery of high-quality results
Change Management: Lead change initiatives for clients, ensuring seamless transitions and the adoption of new technologies and processes
Program Management: Drive program success from initiation through execution, ensuring that goals, timelines and deliverables are met
Business Re-Engineering: Partner with cross-functional teams to analyze existing processes, identify inefficiencies, and design technology-driven enhancements
Stakeholder Management: Build and maintain strong relationships with senior-level stakeholders, including C-Suite executives, to align solutions with business strategies and goals
Technology Focus: Stay up to date with industry technology trends and integrate relevant innovations into client solutions and internal process
End-to-End Delivery: Define, design, and deliver end-to-end solutions that are scalable, sustainable, and meet both business and technical requirements

Fulltime

Client Services Manager

Gummicube is looking for a dedicated Client Services Manager to lead our award-w...

Location

United States

Salary:

120000.00 - 130000.00 USD / Year

Airship

Expiration Date

Until further notice

Requirements

5+ years in account management or client services roles at a Digital Marketing Agency (or similar environment)
3+ years in leadership roles managing client services or account management teams
3+ years of marketing or advertising experience (SEO, paid marketing, performance marketing)
Experience managing enterprise accounts with contract values of $1M+ annually
Proven track record of achieving 95%+ net revenue retention in enterprise segments
Advanced Excel/Google Sheets expertise for data analysis and reporting
Experience with enterprise CRM platforms (Salesforce, HubSpot, etc.)
Project management expertise with complex, multi-phase enterprise implementations
Executive presence with ability to present to C-suite stakeholders
Strong emotional intelligence and conflict management skills

Job Responsibility

Oversee your immediate team of coordinators and day-to-day operations focused on enterprise customer success
Lead either our Account Management team focused on client relationship management or our Strategy team focused on strategic account planning
Collaborate cross-functionally with marketing, data, and creative teams to plan and support complex client needs for large accounts
Serve as liaison between the Accounts & Client Services team and Executive Leadership
Onboard and continuously train teams on Gummicube technologies, methodologies, strategies and implementation of process and compliance requirements for enterprise-level service delivery
Meet weekly with Coordinators and Sr. Coordinators to understand account performance, offering insights and guidance with strategy focused on customer success outcomes
Create cadences of account reviews, working with team members to identify areas of improvement and upsell/cross-sell opportunities across enterprise accounts
Act as the client's first line of support behind account owners, able to negotiate deliverables and timing within reason based on complex enterprise client demands and team turnarounds
Report relevant metrics and relationship notes to Executive Leadership including customer health scores, expansion opportunities, and retention risks
Analyze trends and execute marketing strategies aligned with short and long-term objectives to drive customer expansion and retention

What we offer

Equity is also offered with this role
Robust benefits package as part of our Total Rewards approach to compensation

Fulltime

Client Strategy Manager

YipitData

Location:
United States

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 02, 2026

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