Client Success Manager

Reposted 18 Days Ago
New York, NY, USA
In-Office
75K-75K Annually
Junior
Marketing Tech
The Role
The Client Success Manager at Guidepoint engages with clients to enhance product usage and retention through strategic planning and direct outreach.
Summary Generated by Built In

Overview: 

Play a vital role in Guidepoint’s success. 

Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base OR our Institutional Investment/Equity client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention.

This is a hybrid role located in New York City.

What You’ll Do: 

  • Serve as an advocate for the Insights product with clients and foster three-dimensional relationships with key stakeholders
  • Develop personalized engagement plans for each client depending on areas of focus
  • Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings
  • Collaborate with sales team to ensure timely renewals and drive upsell opportunities
  • Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts

 What You Have: 

  • Bachelors or masters degree from an accredited University, 
  • 2+ years of professional work experience, with a focus on B2B product sales
  • Understanding of the corporate org structure, the roles, responsibilities, and unmet needs of our corporate buyers, and ability to engage with senior business leaders with innovative content and ideas
  • Excellent communication skills, with the ability to distill complex issues into clear and concise messages
  • Experience working with or using expert networks is a plus
  • Intellectual curiosity, adaptability, and a team-first collaborative approach
  • Demonstrated ability to work both independently and as part of a team, with a commitment to delivering results

What You Have: 

  • Bachelor's degree from an accredited college/university with major / degree preference, as applicable 
  • Years of experience requirement(s) with specific skills, as applicable 
  • Years of experience requirement(s) with specific technologies or kind of work, as applicable
  • Excellent written and verbal communication skills 
  • Demonstrated ability to work independently and in a team atmosphere with minimal supervision
  • Strong focus on quality, attention to detail, and addressing client needs 

What We Offer: 

The annual base salary minimum for this position starts at $75,000. Additionally, this position is eligible for an annual discretionary bonus based on performance.

You will also be eligible for the following 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 gym rate
  • Development opportunities through the LinkedIn Learning platform
  • Free snacks and beverages in the office
  • Friday happy hour and “Summer Fridays”
  • Year-round corporate athletic league
  • Casual work environment, team building, and other social events

About Guidepoint: 

Guidepoint powers end-to-end research workflows for the world’s best research teams.

Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.

At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.

#LI- SP1

#LI-HYBRID

Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.

Compensation
$75,000$75,000 USD

Skills Required

  • Bachelors or masters degree from an accredited University
  • 2+ years of work experience in B2B product sales for institutional investors
  • Understanding of institutional investment industry
  • Excellent communication skills
  • Experience with expert networks is a plus

Guidepoint Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Guidepoint and has not been reviewed or approved by Guidepoint.

  • Leave & Time Off Breadth Paid time off and sick days are considered competitive for early‑career roles, with separate allocations for PTO and sick time. This breadth supports baseline work-life needs beyond just holidays.
  • Retirement Support A 401(k) plan with company matching is highlighted and aligned with mid‑market expectations. Employer verification of the match underscores a tangible long‑term benefit.
  • Wellbeing & Lifestyle Benefits A casual hybrid work environment, wellness activities, team events, commuter support, and office perks are emphasized. These culture‑oriented offerings add non‑cash value to the overall package.

Guidepoint Insights

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The Company
HQ: New York, NY
2,882 Employees
Year Founded: 2003

What We Do

Guidepoint connects clients with vetted subject matter experts—Advisors—from our global professional network. Our clients leverage the insights and perspectives shared by our Advisors to stay informed and make better business decisions. Our multinational client list includes nine of the top 10 global consulting firms, hundreds of hedge funds (including five of the largest firms), and many of the largest private equity firms and Fortune-ranked companies. Guidepoint’s fourteen offices on three continents provide 24/7, quick and agile service.

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