Client Success Manager

OVERVIEW: 

Play a vital role in Guidepoint’s success. 

Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Institutional client base. As the primary liaison for our clients, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among current clients and trial accounts. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. 

This is a hybrid role located in New York City.

What You'll Do: 

• Serve as the primary advocate for the Insights product with institutional clients and foster three-dimensional relationships with key stakeholders
• Develop personalized engagement plans for each client depending on investment strategy, companies of interest and sector coverage to effectively market Insights content
• Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings
• Collaborate with sales team to ensure timely renewals and drive upsell opportunities
• Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts

What You Have: 

• Bachelors or masters degree from an accredited University  
• 2+ years of professional work experience, with a focus on B2B product sales for institutional investors such as Mutual Funds, Hedge Funds, Private Equity, Venture Capital
• Understanding of the institutional investment industry and ability to engage with senior business leaders with innovative content and ideas
• Excellent communication skills, with the ability to distill complex issues into clear and concise messages
• Experience working with or using expert networks is a plus
• Intellectual curiosity, adaptability, and a team-first collaborative approach
• Demonstrated ability to work both independently and as part of a team, with a commitment to delivering results

What We Offer: 

Starting compensation of $70,000 - $75,000 annually in addition to a discretionary performance-based bonus.  

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 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 
• Casual work environment, team building, and other social events 

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 1.5 million experts, and Guidepoint’s 1,300 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.  For more information, visit www.guidepoint.com. 

Guidepoint is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

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