Client Success & Expert Outreach Associate

Guidepoint Australia; New York (NY); Hybrid; USD 63,000 - 77,000; Full time

Benefits offered by this job

15 days PTO

10 holidays and sick leave

Medical, dental, vision coverage

401(k) with 10% match

Commuter benefits

LinkedIn Learning access

In-office snacks and beverages

Happy Hours and Summer Fridays

Wellness activities

Company-sponsored athletic leagues

Job summary

Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with subject-matter experts to inform decisions. As an Associate on the Client Service team, you will assess client needs, identify expert profiles, and recruit into Guidepoint’s global network of 1,750,000+ Advisors.

The role is hybrid with three days in the office required. You will develop sourcing strategies, manage multiple client requests, and contribute to a high-performance, client-focused

Qualifications

• Bachelor’s degree with a minimum 3.0 GPA or higher.
• Previous relevant 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 a willingness to continue building skills with new tools that improve productivity and client service.
• Applicants must be authorized to work in the United States without the need for current or future employer-sponsored visa 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, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration.
• Define sourcing strategies for each client request based on project scope, urgency, and target expert profile.
• Manage multiple fast-moving client requests, balancing competing deadlines while maintaining a high standard of execution.

Job description

Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with subject-matter experts to inform decisions. As an Associate on the Client Service team, you will assess client needs, identify expert profiles, and recruit into Guidepoint’s global network of 1,750,000+ Advisors.

The role is hybrid with three days in the office required. You will develop sourcing strategies, manage multiple client requests, and contribute to a high-performance, client-focused