OVERVIEW:  

Play a vital role in Guidepoint’s success. 

As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,500,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. 

Who We Are:  

• Team-oriented and collaborative
• Hard-working professionals who strive for excellence
• Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients
• Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint
• Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory.

What You Will Own: 

• Work with Project Managers to develop strategies for satisfying each client project request
• Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered
• Identify the best leads and invite them to join our network to participate in consultations with our clients
• Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients

Experience You Will Bring:  

• Bachelor’s degree or higher
• Strong sense of urgency and excellent time management skills to thrive in a fast-paced environment
• Bottom-up thinking and the ability to act as a potential thinking partner for clients, bringing creative and strategic solutions
• Excellent communication and interaction skills, including demonstrated written and verbal abilities in both English and Mandarin
• Proactive, result-driven, initiative, and ability to go the extra mile
• Able to deliver excellent service to clients and surpass their expectations within tight timelines
• Demonstrated ability to work in a team atmosphere but also independently
• Desire to learn about the business and work in a fast-paced entrepreneurial environment

Skills You Will Bring: 

• Desire to work in a sourcing/lead generation type of role
• Ability to work in a fast-paced, results-oriented environment
• Excellent time management and organizational skills
• Outgoing personality with the ability to speak with people at all professional levels
• Intellectual curiosity and desire to learn
• Excellent written and verbal communication skills
• Demonstrated ability to work both individually and as part of a team

What We Offer: 

• 14 annual leave days (PTO Days), 11 legal holidays, and 7 full paid sick days 
• Social insurances and housing fund 
• Shanghai CBD location, Hong Kou Football Stadium with Line 3 and line 8 metro
• Free snacks and beverages in the office, including free coffee 
• Competitive salary depending on experience. 
• Casual work environment,
• Monthly birthday celebration, team building, and other social events 

Interview Process:

• Meet your Guidepoint Recruiter!
• Initial Candidate Screen
• Meet the Guidepoint Teams!
• Hiring Manager Interview
• Mock Assessment (Role Dependent)
• Complete a stimulated client request and gain more insight into the role
• Interview Process Outcome

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. 

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. 

#LI-TH1

#LI-onsite

Overview:

Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint.

Guidepoint is seeking qualified candidates for a Senior Account Manager - Financial Services on the Institutional Client Service team.  This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage.

This is a Hybrid position in our Boston office. 

What You'll Do:

• Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth
• Lead contract negotiations, pricing discussions, renewals, and commercial conversations
• Drive upsell, cross-sell, and package expansions across existing accounts
• Proactively meet clients in person and virtually to strengthen executive relationships
• Identify and activate new users within existing client organizations
• Develop account growth strategies and revenue plans in partnership with service leadership
• Monitor usage trends and intervene strategically to prevent churn
• Serve as senior point of contact for escalations and high-level client discussions
• Partner closely with client service teams to ensure flawless delivery and client satisfaction

What You Have:

• 3-5 years of experience in account management, relationship management, or consultative sales
• Proven track record managing renewals and negotiating contracts
• Demonstrated success driving upsell and cross-sell revenue
• Experience managing mid-sized to large B2B client portfolios
• Strong executive presence and ability to build C-level relationships
• Comfortable conducting in-person client meetings
• Commercially minded, proactive, and highly accountable

 What We Offer:

The annual base salary for this position is $100,000 - $120,000. Additionally, this position is eligible for a yearly bonus based on performance.

You will 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 discounts
• Development opportunities through the LinkedIn Learning platform
• Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office
• Year-round corporate athletic league

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.

AI Disclosure

For select roles, our company uses an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.

The above pilots is for testing purposes and our company will not use AI to make decisions impacting employment. To request a reasonable accommodation due to disability, please contact talentacquisition@guidepoint.com

#LI-AA1

#LI-HYBRID

Overview:

Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint.

Guidepoint is seeking qualified candidates for a VP, Account Executive - Client Service on the Institutional Client Service team.  This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage.

This is a Hybrid position in our New York City office. 

What You'll Do:

• Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth
• Lead contract negotiations, pricing discussions, renewals, and commercial conversations
• Drive upsell, cross-sell, and package expansions across existing accounts
• Proactively meet clients in person and virtually to strengthen executive relationships
• Identify and activate new users within existing client organizations
• Develop account growth strategies and revenue plans in partnership with service leadership
• Monitor usage trends and intervene strategically to prevent churn
• Serve as senior point of contact for escalations and high-level client discussions
• Partner closely with client service teams to ensure flawless delivery and client satisfaction

What You Have:

• 3-5 years of experience in account management, relationship management, or consultative sales
• Proven track record managing renewals and negotiating contracts
• Demonstrated success driving upsell and cross-sell revenue
• Experience managing mid-sized to large B2B client portfolios
• Strong executive presence and ability to build C-level relationships
• Comfortable conducting in-person client meetings
• Commercially minded, proactive, and highly accountable

 What We Offer:

The annual base salary for this position is $100,000 - $120,000. Additionally, this position is eligible for a yearly bonus based on performance.

You will 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 discounts
• Development opportunities through the LinkedIn Learning platform
• Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office
• Year-round corporate athletic league

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. 

AI Disclosure

For select roles, our company uses an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.

The above pilots is for testing purposes and our company will not use AI to make decisions impacting employment. To request a reasonable accommodation due to disability, please contact talentacquisition@guidepoint.com

#LI-AA1

#LI-HYBRID

Overview:

Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint.

Guidepoint is seeking qualified candidates for a Senior Account Manager, Financial Services on the Institutional Client Service team.  This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage.

This is a Hybrid position in our San Francisco office. 

What You'll Do:

• Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth
• Lead contract negotiations, pricing discussions, renewals, and commercial conversations
• Drive upsell, cross-sell, and package expansions across existing accounts
• Proactively meet clients in person and virtually to strengthen executive relationships
• Identify and activate new users within existing client organizations
• Develop account growth strategies and revenue plans in partnership with service leadership
• Monitor usage trends and intervene strategically to prevent churn
• Serve as senior point of contact for escalations and high-level client discussions
• Partner closely with client service teams to ensure flawless delivery and client satisfaction

What You Have:

• 3-5 years of experience in account management, relationship management, or consultative sales
• Proven track record managing renewals and negotiating contracts
• Demonstrated success driving upsell and cross-sell revenue
• Experience managing mid-sized to large B2B client portfolios
• Strong executive presence and ability to build C-level relationships
• Comfortable conducting in-person client meetings
• Commercially minded, proactive, and highly accountable

 What We Offer:

The annual base salary for this position is $100,000 - $120,000. Additionally, this position is eligible for a yearly bonus based on performance.

You will 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 discounts
• Development opportunities through the LinkedIn Learning platform
• Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office
• Year-round corporate athletic league

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. 

AI Disclosure

For select roles, our company uses an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.

The above pilots is for testing purposes and our company will not use AI to make decisions impacting employment. To request a reasonable accommodation due to disability, please contact talentacquisition@guidepoint.com

#LI-AA1

#LI-HYBRID

OVERVIEW:  

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.

Play a vital role in Guidepoint’s success. 

As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,500,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. 

Who We Are:  

• Team-oriented and collaborative
• Hard-working professionals who strive for excellence
• Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients
• Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint
• Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory.

What You Will Own: 

• Work with Project Managers to develop strategies for satisfying each client project request
• Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered
• Identify the best leads and invite them to join our network to participate in consultations with our clients
• Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients

Experience You Will Bring:  

• Bachelor’s degree or higher
• Strong sense of urgency and excellent time management skills to thrive in a fast-paced environment
• Bottom-up thinking and the ability to act as a potential thinking partner for clients, bringing creative and strategic solutions
• Excellent communication and interaction skills, including demonstrated written and verbal abilities in both English and Mandarin
• Proactive, result-driven, initiative, and ability to go the extra mile
• Able to deliver excellent service to clients and surpass their expectations within tight timelines
• Demonstrated ability to work in a team atmosphere but also independently
• Desire to learn about the business and work in a fast-paced entrepreneurial environment

Skills You Will Bring: 

• Desire to work in a sourcing/lead generation type of role
• Ability to work in a fast-paced, results-oriented environment
• Excellent time management and organizational skills
• Outgoing personality with the ability to speak with people at all professional levels
• Intellectual curiosity and desire to learn
• Excellent written and verbal communication skills
• Demonstrated ability to work both individually and as part of a team

What We Offer: 

• 14 annual leave days (PTO Days), 11 legal holidays, and 7 full paid sick days 
• Social insurances and housing fund 
• Shanghai CBD location, Hong Kou Football Stadium with Line 3 and line 8 metro
• Free snacks and beverages in the office, including free coffee 
• Competitive salary depending on experience. 
• Casual work environment,
• Monthly birthday celebration, team building, and other social events 

Interview Process:

• Meet your Guidepoint Recruiter!
• Initial Candidate Screen
• Meet the Guidepoint Teams!
• Hiring Manager Interview
• Mock Assessment (Role Dependent)
• Complete a stimulated client request and gain more insight into the role
• Interview Process Outcome

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. 

#LI-KW1

#LI-onsite

Overview: 

The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. Come work with us to deliver the best service in the industry and help our clients make some of the most important business decisions in today’s economy.

Are you looking to advance your career and hone your project, people, and relationship management skills? Would you thrive in a fast-paced, team-focused environment where everyone works hard, plays hard, and is rewarded for their individual contributions?

If so, this Research Manager, Client Service position at Guidepoint may have your name on it. 

This is a hybrid position out of our Phoenix office.

What You'll Do:

• Help clients collect primary research insights to explore and refine business-critical strategies, from new market entry and product launches to acquisitions and licensing deals
• Manage client requests including: project scope changes, expert scheduling and rescheduling, follow up queries for experts, as well as facilitating new project requests
• Use your knowledge to research, identify, and recruit appropriate experts for private telephone discussions, meetings, and surveys, then connect these experts to your clients
• Develop effective screening criteria, understand each client’s compliance requirements, and master Guidepoint’s proprietary CRM system
• Work closely with the Sales and Relationship Management teams to optimize client use of Guidepoint’s services
• Communicate with teammates in other offices to ensure seamless transitions between time zones on critical client requests
• Be knowledgeable of and follow any client-specific compliance procedure

What You Have:

• Bachelor’s or Master’s degree
• 1-2+ years of professional experience
• Intellectual curiosity and desire to learn
• Attention to detail: ability to follow a multi-pronged email thread among client team and US Guidepoint team, handle scheduling between clients and experts, pick up on details of client request, which can be specific
• Sense of urgency: Must thrive in a fast-paced environment with many stakeholders and understand client needs
• Process-oriented: must be able to remain organized when working on multiple projects and complete processes in alignment with all U.S teams
• Advanced professional communication: must be able to communicate with consultants at top global consulting firms as well as experts, must be able to organize high volume of information into concise emails and maintain highest customer service etiquette when dealing with stressed clients, must be able to communicate project status with US team for a seamless pass off
• Experience with consulting or professional services is a plus

What We Offer: 
The annual salary for this position is $60,000. Additionally, this position is eligible for annual commission based on performance.

You will 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 discounts
• Development opportunities through the LinkedIn Learning platform
• Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office
• 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.

#LI-DT1

#LI-HYBRID

Overview:

The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours. 

Play a vital role in Guidepoint’s success.

As a Project Manager on the Client Service team, you will be responsible for managing key client accounts and overseeing a team of Associates to best match our clients with the right Advisors for their projects. 

This is a hybrid position out of our Phoenix office. The ideal candidate will be able to work the PST time zone. 

What You’ll Do: 

• Serve as the main point of contact responsible for the day-to-day relationship and service delivery for our clients 
• Coordinate and work with a team of Associates to Execute on requests for clients who are conducting research and due diligence on industry trends, market opportunities, new products and technologies, and more​ 
• Provide training to Associates regarding best practices around prospective Advisor sourcing, recruiting, interaction, and screening in order to provide the best Advisor match for each client project 
• Work closely with the Business Development teams to optimize your clients’ use of Guidepoint’s services 
• Work with other Project Managers on the team to provide industry guidance for projects 

What You Have: 

• Bachelor's Degree 
• 2 - 4 years of client-facing or account management experience   
• Previous experience managing a team 
• Work authorization required
• Outgoing personality with the ability to speak with people at all professional levels 
• Excellent priority management and ability to work within tight deadlines 
• Excellent written and verbal communication skills 
• Effective time management and organizational skills 
• Demonstrated ability to work both individually and as part of a team 
• Ability to work in a fast-paced entrepreneurial environment 
• PMP certification is neither required nor desired

What We Offer: 

The annual base salary for this position is $62,000. Additionally, this position is eligible for an annual discretionary bonus based on performance.

You will 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. 

AI Disclosure

For select roles, our company uses an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.

The above pilots is for testing purposes and our company will not use AI to make decisions impacting employment. To request a reasonable accommodation due to disability, please contact talentacquisition@guidepoint.com

#LI-MW1

#LI-HYBRID

Overview:

Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint.

Guidepoint is seeking qualified candidates for a VP, Account Executive - Client Service on the Institutional Healthcare Client Service team.  This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage.

This is a Hybrid position in our New York City office. 

What You'll Do:

• Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth
• Lead contract negotiations, pricing discussions, renewals, and commercial conversations
• Drive upsell, cross-sell, and package expansions across existing accounts
• Proactively meet clients in person and virtually to strengthen executive relationships
• Identify and activate new users within existing client organizations
• Develop account growth strategies and revenue plans in partnership with service leadership
• Monitor usage trends and intervene strategically to prevent churn
• Serve as senior point of contact for escalations and high-level client discussions
• Partner closely with client service teams to ensure flawless delivery and client satisfaction

What You Have:

• 3-5 years of experience in account management, relationship management, or consultative sales
• Proven track record managing renewals and negotiating contracts
• Demonstrated success driving upsell and cross-sell revenue
• Experience managing mid-sized to large B2B client portfolios
• Strong executive presence and ability to build C-level relationships
• Comfortable conducting in-person client meetings
• Commercially minded, proactive, and highly accountable

 What We Offer:

The annual base salary for this position is $100,000 - $120,000. Additionally, this position is eligible for a yearly bonus based on performance.

You will 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 discounts
• Development opportunities through the LinkedIn Learning platform
• Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office
• Year-round corporate athletic league

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. 

AI Disclosure

For select roles, our company uses an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.

The above pilots is for testing purposes and our company will not use AI to make decisions impacting employment. To request a reasonable accommodation due to disability, please contact talentacquisition@guidepoint.com

#LI-AA1

#LI-HYBRID

Overview:

Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint.

Guidepoint is seeking qualified candidates for a Senior Account Manager - Financial Services on the Institutional Client Service team.  This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage.

This is a Hybrid position in our New York City office. 

What You'll Do:

• Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth
• Lead contract negotiations, pricing discussions, renewals, and commercial conversations
• Drive upsell, cross-sell, and package expansions across existing accounts
• Proactively meet clients in person and virtually to strengthen executive relationships
• Identify and activate new users within existing client organizations
• Develop account growth strategies and revenue plans in partnership with service leadership
• Monitor usage trends and intervene strategically to prevent churn
• Serve as senior point of contact for escalations and high-level client discussions
• Partner closely with client service teams to ensure flawless delivery and client satisfaction

What You Have:

• 3+ years of experience in account management, relationship management, or consultative sales
• Proven track record managing renewals and negotiating contracts
• Demonstrated success driving upsell and cross-sell revenue
• Experience managing mid-sized to large B2B client portfolios
• Strong executive presence and ability to build C-level relationships
• Comfortable conducting in-person client meetings
• Commercially minded, proactive, and highly accountable

 What We Offer:

The annual base salary for this position is $100,000 - $120,000. Additionally, this position is eligible for a yearly bonus based on performance.

You will 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 discounts
• Development opportunities through the LinkedIn Learning platform
• Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office
• Year-round corporate athletic league

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. 

AI Disclosure

For select roles, our company uses an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.

The above pilots is for testing purposes and our company will not use AI to make decisions impacting employment. To request a reasonable accommodation due to disability, please contact talentacquisition@guidepoint.com

#LI-AA1

#LI-HYBRID

Overview:

Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint.

Guidepoint is seeking qualified candidates for a VP, Account Executive - Client Service on the Institutional Client Service team.  This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage.

This is a Hybrid position in our Boston office. 

What You'll Do:

• Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth
• Lead contract negotiations, pricing discussions, renewals, and commercial conversations
• Drive upsell, cross-sell, and package expansions across existing accounts
• Proactively meet clients in person and virtually to strengthen executive relationships
• Identify and activate new users within existing client organizations
• Develop account growth strategies and revenue plans in partnership with service leadership
• Monitor usage trends and intervene strategically to prevent churn
• Serve as senior point of contact for escalations and high-level client discussions
• Partner closely with client service teams to ensure flawless delivery and client satisfaction

What You Have:

• 3-5 years of experience in account management, relationship management, or consultative sales
• Proven track record managing renewals and negotiating contracts
• Demonstrated success driving upsell and cross-sell revenue
• Experience managing mid-sized to large B2B client portfolios
• Strong executive presence and ability to build C-level relationships
• Comfortable conducting in-person client meetings
• Commercially minded, proactive, and highly accountable

 What We Offer:

The annual base salary for this position is $100,000 - $120,000. Additionally, this position is eligible for a yearly bonus based on performance.

You will 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 discounts
• Development opportunities through the LinkedIn Learning platform
• Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office
• Year-round corporate athletic league

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.

AI Disclosure

For select roles, our company uses an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.

The above pilots is for testing purposes and our company will not use AI to make decisions impacting employment. To request a reasonable accommodation due to disability, please contact talentacquisition@guidepoint.com

#LI-AA1

#LI-HYBRID

Overview:

Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint.

Guidepoint is seeking qualified candidates for a VP, Account Executive - Client Service on the Institutional Client Service team.  This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage.

This is a Hybrid position in our San Francisco office. 

What You'll Do:

• Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth
• Lead contract negotiations, pricing discussions, renewals, and commercial conversations
• Drive upsell, cross-sell, and package expansions across existing accounts
• Proactively meet clients in person and virtually to strengthen executive relationships
• Identify and activate new users within existing client organizations
• Develop account growth strategies and revenue plans in partnership with service leadership
• Monitor usage trends and intervene strategically to prevent churn
• Serve as senior point of contact for escalations and high-level client discussions
• Partner closely with client service teams to ensure flawless delivery and client satisfaction

What You Have:

• 3-5 years of experience in account management, relationship management, or consultative sales
• Proven track record managing renewals and negotiating contracts
• Demonstrated success driving upsell and cross-sell revenue
• Experience managing mid-sized to large B2B client portfolios
• Strong executive presence and ability to build C-level relationships
• Comfortable conducting in-person client meetings
• Commercially minded, proactive, and highly accountable

 What We Offer:

The annual base salary for this position is $100,000 - $120,000. Additionally, this position is eligible for a yearly bonus based on performance.

You will 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 discounts
• Development opportunities through the LinkedIn Learning platform
• Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office
• Year-round corporate athletic league

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. 

AI Disclosure

For select roles, our company uses an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.

The above pilots is for testing purposes and our company will not use AI to make decisions impacting employment. To request a reasonable accommodation due to disability, please contact talentacquisition@guidepoint.com

#LI-AA1

#LI-HYBRID