Senior Account Manager - Financial Services

Guidepoint•Boston, MA

1d•Hybrid

About The Position

Guidepoint is seeking qualified candidates for a Senior Account Manager - Financial Services on the Institutional Client Service team. This person will 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.

Requirements

3-5 years of experience in account management, relationship management, or consultative sales
Proven track record managing renewals and negotiating contracts
Demonstrated success driving upsell and cross-sell revenue
Experience managing mid-sized to large B2B client portfolios
Strong executive presence and ability to build C-level relationships
Comfortable conducting in-person client meetings
Commercially minded, proactive, and highly accountable

Responsibilities

Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth
Lead contract negotiations, pricing discussions, renewals, and commercial conversations
Drive upsell, cross-sell, and package expansions across existing accounts
Proactively meet clients in person and virtually to strengthen executive relationships
Identify and activate new users within existing client organizations
Develop account growth strategies and revenue plans in partnership with service leadership
Monitor usage trends and intervene strategically to prevent churn
Serve as senior point of contact for escalations and high-level client discussions
Partner closely with client service teams to ensure flawless delivery and client satisfaction