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Guidepoint · 6 days ago

Client Success Manager

New York, NY

Full-time

Hybrid

New Grad, Entry Level

$70K/yr - $70K/yr

0+ years exp

Guidepoint is a leading research enablement platform that empowers clients’ decision-making processes. They are seeking a Client Success Manager to support senior team members in promoting their subscription-based research services to existing clients in the financial services industry.

ConsultingFinancial ServicesIndustrialInformation ServicesMarket ResearchTechnical SupportTelecommunications

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

Qualification

Client engagementFinancial services knowledgeSales process knowledgeRelationship managementTeam collaborationCommunication skillsInitiative

Required

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