Teams at Guidepoint

Owns invoicing, usage reconciliation, pricing validation, client reporting, KPI dashboards, and revenue analytics for consulting accounts. The role analyzes large datasets, builds financial models, identifies data and billing discrepancies, supports Finance and Sales stakeholders, and improves reporting and invoicing workflows through process automation and data visualization.

Manage and grow strategic institutional client accounts while delivering expert-network research projects from scoping through completion. Build client and advisor relationships, coordinate with sales and associates, drive account engagement and revenue growth, ensure quality and compliance, monitor project costs and timelines, and support team training and development.

Manage multiple client research projects from execution through delivery, coordinating expert sourcing, outreach, vetting, and screening. Develop targeted recruiting strategies, meet tight deadlines, guide Associates, and maintain high-quality client communication. Partner with Business Development and Relationship Management teams to deepen client engagement and develop broader account ownership. The role requires strong organization, judgment, written communication, attention to detail, and responsible use of AI-enabled tools.