Client Success Manager

Guidepoint-posted about 9 hours ago

$70,000 - $70,000/Yr

Full-time • Entry Level

Hybrid • New York, NY

1,001-5,000 employees

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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.

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

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

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

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