Client Outreach Specialist

Guidepoint; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) match up to 10%

Commuter benefits

LinkedIn Learning

Free snacks and beverages

Casual environment

Happy hours / Summer Fridays

Athletic league

Job summary

Guidepoint is seeking an entrepreneurial and outgoing individual to join its Insights team in New York. This hybrid role focuses on promoting the Insights product to institutional clients, increasing usage, and building strong relationships with portfolio managers and analysts.

Responsibilities include outbound prospecting, client engagement via multiple channels, and close collaboration with analysts to summarize insights from teleconferences.

Qualifications

• Excellent communicator capable of calling on high-profile clients.
• Broad knowledge of the sales process from lead generation to relationship management.
• Comprehensive understanding of the institutional investment process.
• Minimum of three years of institutional sales, business development or account management experience.

Responsibilities

• Promote and represent the Guidepoint Insights product to institutional clients (hedge funds, mutual funds, private equity).
• Increase penetration and usage of Insights across Guidepoint's existing client base.
• Conduct outbound prospecting to generate new account leads.
• Highlight upcoming events via phone, email, Bloomberg, and in-person meetings to clients; tailor content delivery.
• Map client preferences across organizations to ensure content reaches the right individuals.
• Collaborate with Guidepoint analysts to understand key events and summarize takeaways from teleconferences.

Skills

Communication

Sales process

Institutional investing

Relationship building

Fast-paced

Organizational skills

Independent work

Experience: 3+ yrs

Job description

Job Overview

Guidepoint is looking for an entrepreneurial and outgoing individual to join its Insights business. The Insights product is an offering for Guidepoint's Institutional investment and corporate clients that includes teleconferences, surveys, and in‑person events. The teleconferences live in a transcript library portal covering a wide range of industries and topics, enabling our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals, sell‑side equity research analysts, and industry professionals. This is a hybrid role in New York City.

What You’ll Do

• Promote and represent the Guidepoint Insights product to our institutional clients, including traditional asset managers, hedge funds, family offices and private equity firms.
• Focus on increasing penetration and usage of the Insights product across Guidepoint's existing client base.
• Using a high‑touch approach (phone, email, Bloomberg, in‑person meetings), highlight upcoming events to the appropriate clients and foster dialogue with Guidepoint sector specialists.
• Correctly map client preferences (sector focus, frequency of email notifications) across organizations to ensure the right content is delivered to the right individuals.
• Form critical relationships with Portfolio Managers and Analysts to understand their research needs, collect feedback and explain our value proposition.
• Conduct outbound prospecting to help generate new account leads.
• Work closely with the Guidepoint’s analysts to understand key upcoming events and summarize takeaways from recent teleconferences.

What You Have

• Excellent communicator capable of calling on high‑profile clients at hedge funds, mutual funds and private equity.
• Broad based knowledge of the sales process from lead generation to relationship management.
• Comprehensive understanding of the institutional investment process.
• Strong relationship building skills.
• Demonstrated ability to work in a fast‑paced, team‑oriented entrepreneurial environment.
• Meticulous organizational skills.
• Ability to work independently and handle increasing responsibility over time.
• Minimum of three years of institutional sales, business development or account management experience.

What We Offer

The annual base salary range for this position is $100,000 to $150,000. Additionally, this position is eligible for an annual discretionary bonus based on performance.

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 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.

Equal Employment Opportunity

As set forth in Guidepoint’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.