Client Success Manager

Guidepoint; New York (NY); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

15 PTO days

10 legal holidays

Comprehensive medical, dental, and vision plans

401(k) matching up to 10%

Casual work environment

Development opportunities

Free snacks and beverages

Friday happy hour

Job summary

A leading research enablement platform is seeking an individual to enhance client engagement and drive revenue growth in New York City. The role requires over 2 years of B2B product sales experience, particularly with institutional investors. You'll collaborate with stakeholders, develop engagement plans, and utilize your CRM skills. This hybrid position offers an annual salary of approximately $75,000, along with comprehensive benefits including PTO, medical plans, and development opportunities.

Qualifications

• 2+ years of professional work experience focusing on B2B product sales.
• Understanding of the institutional investment industry.
• Experience with or using expert networks is a plus.

Responsibilities

• Serve as the primary advocate for the Insights product.
• Develop personalized engagement plans for each client.
• Monitor client engagement through outreach efforts.

Skills

B2B product sales

Client engagement

Communication skills

CRM skills

Team collaboration

Intellectual curiosity

Education

Bachelor's or master's degree

Job description

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 Institutional Investor and Corporate client base. As the primary liaison for our clients, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills and keen attention to detail, you will collaborate cross‑functionally to maximize usage of our offering among current clients and trial accounts. 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 the primary advocate for the Insights product with institutional and corporate clients and foster three-dimensional relationships with key stakeholders
• Develop personalized engagement plans for each client depending on strategy, companies of interest and sector coverage to effectively market Insights content
• 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 for institutional investors such as Mutual Funds, Hedge Funds, Private Equity, Venture Capital
• Understanding of the institutional investment industry 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 We Offer:

The annual base salary range for this position is $75,000.

Base salary may vary depending on job‑related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance.

You’ll 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.

Equal Employment Opportunity Statement

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.