Client Success Associate: Expert Sourcing (Hybrid)

Guidepoint Australia; Phoenix (AZ); Hybrid; USD 55,000 - 62,000; Full time

Benefits offered by this job

PTO 15 days + holidays + sick leave

Medical, dental, vision coverage

401(k) with company match

Job summary

Guidepoint is seeking an Associate on the Client Service team to help connect investment firms and corporations with top experts. You will learn to assess client needs, recruit experts, and manage multiple client requests in a hybrid role requiring three days in the office.

The position emphasizes using AI-enabled tools for research, outreach, and profile development while maintaining confidentiality and data quality.

Qualifications

• Bachelor’s degree with minimum 3.0 GPA or higher.
• Previous internship, volunteer, or extracurricular experience.
• AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication.
• Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment.
• Curiosity about emerging technology and willingness to learn new tools to improve productivity and client service.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Recruit new experts into Guidepoint’s network and engage them for client consultations.
• Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts.
• Lead cold outreach, vetting, and screening conversations with experts to evaluate fit for client projects and prepare high-quality profiles.
• Define sourcing strategies for each client request based on scope, urgency, and target expert profile.
• Manage multiple fast-moving client requests, balancing deadlines with high-quality execution.

Skills

AI fluency

AI-enabled tools

Research & sourcing

Client service mindset

Time management

Education

Bachelor’s degree with 3.0 GPA

Tools

LinkedIn

Public sources research

Job description

Guidepoint is seeking an Associate on the Client Service team to help connect investment firms and corporations with top experts. You will learn to assess client needs, recruit experts, and manage multiple client requests in a hybrid role requiring three days in the office.

The position emphasizes using AI-enabled tools for research, outreach, and profile development while maintaining confidentiality and data quality.