Client Success Manager
Guidepoint is a leading research enablement platform that empowers clients' decision-making processes. The Client Success Manager will support senior team members in promoting subscription-based research services to various business units within existing clients, aiming to grow overall usage and enhance client relationships. Responsibilities 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 Skills 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 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 Company Overview Guidepoint is a leading expert network which connects business decision-makers and researchers with independent subject matter experts It was founded in 2003, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is