CareerPlan

Client Strategy Manager

New York City HQRemoteFull-time$110k2026-07-09 → 2026-11-10
HybridNo visa sponsorship

Core

Partner with investment funds and Fortune 500 companies to drive high-stakes decisions by providing strategic intelligence, proactive engagement, and real-time responses on investment narratives and product offerings.

Role type

Senior Client Strategy Manager (Revenue/Account Management)

Builds

Strategic client relationships, account growth strategies, and upsell opportunities for market research and analytics products.

Domain

Financial services / Investment research / Market analytics

Deliverable

client delivery

Required skills

Strategic relationship building, account growth strategy, upsell execution, cross-departmental advocacy, high-volume client management, investment research knowledge

Preferred skills

Thought partnership, proactive value identification, team leadership potential

Responsibilities

Cultivate and manage relationships with key decision makers; Develop and execute account growth and engagement strategies; Manage contract renewals and identify upsell opportunities; Act as a trusted resource and thought partner for clients; Advocate for client needs across departments.

Seniority

Senior, hands-on IC with growth potential