Client Success Manager

Reposted 15 Days Ago
Be an Early Applicant
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 is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. 

Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. 

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. 

#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.

  • Retirement Support A company 401(k) with matching contributions is highlighted as a strong element of the package. Additional financial protections like disability and life insurance reinforce longer-term security.
  • Leave & Time Off Breadth Employees have access to PTO, paid holidays, paid sick days, and family medical leave, including maternity and paternity leave. This breadth of leave supports time away for both routine rest and major life events.
  • Wellbeing & Lifestyle Benefits A casual hybrid work setup, commuter benefits, wellness activities, and office perks such as free snacks and social outings are offered. Mentorship, professional development, and global collaboration are also emphasized.

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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