Client Success Manager

Overview:

Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint.

Guidepoint is seeking qualified candidates for a Client Success Manager on the Institutional Client Service team.  This person will support senior members of the team as they promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage.

This is a hybrid position in our Boston office. 

What You’ll Do:

• Partner with senior Client Service team to increase user base at client firms by employing a thoughtful and strategic outreach approach


• Conduct cold calls, emails and other lead generation efforts to meet designated project, new client activation, and meeting targets


• Monitor client usage trends and identify inflection points in their usage data to proactively reach out and identify any potential pain points


• Onboard new client users of the service and educate them on the different services Guidepoint has to offer under their subscription


• Develop a working knowledge of the financial services industry, including hedge funds, PE firms, VC/Growth Capital firms, & bulge bracket banks to help communicate Guidepoint’s value add to clients in the space


• Work closely with the Client Service team to collect feedback on open client projects as well as advisors we have sent clients for review

What You Have:

• 6 months to 1 year of client engagement, customer success, sales, business development, or account management experience in the financial services industry


• Bachelor’s degree from a four year university


• Broad base knowledge of the sales process from lead generation to relationship management


• Excellent communicator capable of handling high-profile clients (Hedge Funds, Mutual Funds, Private Equity and Corporates)


• Demonstrated ability to work in a team atmosphere


• A desire to work in a fast-paced entrepreneurial environment


• Initiative and ability to handle increasing responsibility over time


• Strong relationship management skills with stakeholders of varying seniority levels

 What We Offer:

The annual base salary for this position is $70,000. Additionally, this position is eligible for a yearly bonus of up to $12,000 based on performance.

You will also be eligible for the following benefits:

• 15 PTO Days, 10 legal holidays, and sick days


• Comprehensive Medical, dental, and vision plans


• Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans


• Commuter benefits and a corporate discounts


• Development opportunities through the LinkedIn Learning platform


• Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office


• Year-round corporate athletic league

About Guidepoint: 

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. 

Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. 

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. 

#LI-RB1

#LI-HYBRID