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