Overview: 

Reporting to the Head of APAC, the ideal candidate will have a strong track record of leadership within the consulting industry, complemented by commercial acumen and deep understanding of the India market. This individual will lead account management and account growth initiatives, manage high-performing teams, own the P&L, and serve as a strategic partner in scaling the firm’s presence in India.

This is a hybrid role based in Mumbai.

What You Will Do:

• Lead and manage commercial activities, including client account management, client retention, and strategic account expansion in India
• Collaborate with the Head of APAC on business planning, market expansion strategies, and regional leadership engagement
• Manage and mentor teams focused on client success, ensuring alignment with global standards and local objectives
• Identify risks and growth opportunities in the local market, and align internal resources to drive resolution and results
• Develop and implement operational policies to support sustained growth in the India market
• Drive training and development initiatives to strengthen capabilities in commercial strategy, client communication, and compliance
• Partner with regional offices to continuously improve commercial operations and cross-border collaboration

What You Have:

• Bachelor’s degree from a top-tier university; MBA or equivalent advanced degree preferred
• 8+ years of leadership experience, ideally with prior experience in consulting (e.g., strategy, management, or advisory)
• Strong track record in PnL management and client management in a B2B environment
• Deep knowledge of the India market and an existing professional network across consulting and corporate sectors
• Excellent interpersonal, leadership, and strategic problem-solving skills
• Self-starter mindset with the ability to thrive in a fast-paced and entrepreneurial environment
• High proficiency in written and spoken English

What We Offer: 

• Competitive compensation
• Employee medical coverage
• Central office location
• Entrepreneurial environment, autonomy, and fast decisions
• Casual work environment

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-WW1

#LI-hybrid

Overview:

The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables 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 (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team.

This position can be remote. Ideal candidates MUST be comfortable working US hours.

What You’ll Do:

• Work closely with the Insights team to execute teleconferences that will cover a wide range of sectors including tech/media/telecom, consumer, industrials/materials/energy, healthcare and financials
• Proactively monitor pipeline of upcoming call topics so experts can be identified or selected 1-2 weeks before scheduled call date
• Utilize the phone, LinkedIn, and outreach to recruit new Advisors to join the Guidepoint network and communicate with potential experts to answer questions or discuss/verify their credentials
• Recruit new advisors to join the Guidepoint network, using a variety of outreach tools and resources provided. Communicate with potential experts via phone to answer questions or discuss/verify their credentials
• Develop effective screening criteria for experts to test knowledge of subject matter; Review responses to screening questions from experts to gauge sufficient knowledge of subject matter
• Finalize scheduling and call logistics details directly with experts

What You Have:

• Bachelor’s degree or higher with strong academic record is required
• 1-2 years of work experience in pre-sales/ sales/ client service/ customer support/ BPO/ lead generation
• Prior experience in cold calling and sending cold emails, generating leads would be great
• Ability to work in US Shift hours (5pm to 2am IST)
• Excellent communication and interaction skills, including demonstrated written and verbal abilities in English
• 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 to work in a fast-paced entrepreneurial environment

What We Offer:

• Competitive compensation
• Employee medical coverage
• Central office location (Mumbai BKC)
• Entrepreneurial environment, autonomy, and fast decisions
• Casual work environment
• Meritocracy based culture

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-VD1

#LI-Hybrid

Overview:

The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables 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 (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team.

This position can be remote. Ideal candidates MUST be comfortable working US hours.

What You’ll Do:

• Work closely with the Healthcare Insights team to execute teleconferences that will cover the Pharma/Medtech or similar subsectors within Healthcare Industry
• Proactively monitor pipeline of upcoming call topics so experts can be identified or selected 1-2 weeks before scheduled call date
• Utilize the phone, LinkedIn, and outreach to recruit new Advisors to join the Guidepoint network and communicate with potential experts to answer questions or discuss/verify their credentials
• Recruit new advisors to join the Guidepoint network, using a variety of outreach tools and resources provided. Communicate with potential experts via phone to answer questions or discuss/verify their credentials
• Develop effective screening criteria for experts to test knowledge of subject matter; Review responses to screening questions from experts to gauge sufficient knowledge of subject matter
• Finalize scheduling and call logistics details directly with experts

What You Have:

• Bachelor’s degree or higher in Biology or Life Sciences with strong academic record is required
• 1-2 years of work experience in pre-sales/ sales/ client service/ customer support/ BPO/ lead generation or healthcare / medical oriented fields
• Prior experience in cold calling and sending cold emails, generating leads would be great
• Ability to work in US Shift hours (5pm to 2am IST)
• Excellent communication and interaction skills, including demonstrated written and verbal abilities in English
• 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 to work in a fast-paced entrepreneurial environment

What We Offer:

• Competitive compensation
• Employee medical coverage
• Central office location (Mumbai BKC)
• Entrepreneurial environment, autonomy, and fast decisions
• Casual work environment
• Meritocracy based culture

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 1.5 million experts, and Guidepoint’s 1,300 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-AK1

#LI-Hybrid

Our Recruitment Team & Our Values 

Guidepoint’s Recruitment team is an integral part of a company that prides itself on identifying the most qualified person for the job. Our team focuses on maintaining integrity and promoting diversity, highlighting our dedication to creating an environment where every candidate is treated equitably, regardless of their background.   

By utilizing innovative sourcing techniques, attending campus events, and expanding our brand presence, we attract and hire top talent from all over the world. The team consists of 40+ high-performing individuals from various backgrounds who work across 3 continents and 8 countries to make impactful hires for every department at Guidepoint.   

The TA Team is looking for a recruitment professional to join our team who will focus on hiring and attracting top talent in the Indian market. This role is located in Mumbai.

Professional Development Opportunities:  

• "Around the World" orientation- Meet your global TA team members in your first week while in orientation  
• LinkedIn Enterprise Solutions Learning- Take online courses on sourcing, interviewing, and other recruitment functions  
• Research and develop professional competencies- Have access to white papers, online articles, and other media as a part of our network  
• Own your role: Become a mentor, advisor, and thought leader within the TA global structure  
• Oversee projects: Choose projects that include: Employer branding, Diversity & Inclusion, reporting/metrics, candidate experience, and more  
• Exposure and usage of state-of-the-art technology to recruit: LinkedIn Recruiter, Greenhouse, and other sourcing platforms  

You will be responsible for reporting on the following metrics, including the following: 

• Time to hire: 45 to 60 Days 
• Pipeline Sourcing 
• LinkedIn InMail usage and acceptance rate 
• Interview to offer ratio 
• Offer acceptance rate 

What You’ll Do:

• Own the candidate process from the initial interview to the offer stage
• Source, engage, and activate passive candidates using Boolean, LinkedIn, Greenhouse, and alternative search techniques 
• Screen resumes and interview candidates to determine basic qualifications 
• Build and maintain relationships with internal stakeholders

What You Have: 

• 6-10 years of full life cycle recruitment experience, preferably with in-house or agency
• Demonstrated capacity for successfully working in a dynamic recruitment environment
• Ability to work in an extremely fast-paced environment with aggressive hiring targets
• Proven experience sourcing passive candidates using local job boards, such as Naukri and LinkedIn Recruiter
• Experience with an ATS (Greenhouse preferred) 
• Ability to work independently with a high level of accountability
• APAC & Global Hiring Exposure: Strong preference for candidates with experience hiring across multiple APAC markets (China, Japan, Korea, Singapore, Australia, etc.); global recruiting experience is a significant plus.
• Multi-Level, Multi-Function Hiring: Responsible for hiring across all levels—from early-career roles to mid and senior positions—spanning functions including HR and Finance.

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. For more information, visit www.guidepoint.com.  

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-CD1

#LI-HYBRID

OVERVIEW 

The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables 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 (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals.  Visit Insights team biographies at https://www.guidepoint.com/insights/#team 

This role plays a critical part in building and scaling the Guidepoint Library, a central resource offering transcript-based insights through teleconferences with industry experts. These insights, conceptualized and hosted by former investment professionals and industry veterans, help Guidepoint's institutional clients make well-informed decisions across sectors like industrials, technology, consumer, and more. 

As a Senior Equity Analyst, you will be responsible for developing deep research coverage, facilitating expert-led discussions, and ensuring high-quality content creation. Reporting directly to the Director of Research for Equities, you will be instrumental in creating content that spans topics such as business strategy, competitive dynamics, supply chain management, product portfolio comparisons, capital deployment, and go-to-market strategies.  

You will also lead efforts to recruit and vet experts, ensuring that the insights gathered are accurate, relevant, and valuable to our clients. Additionally, you will train junior analysts to support these efforts, ensuring a consistent pipeline of quality content. 

This position will be expected to work adjusted hours as per the US working hours.  

What You’ll Do:  

• Research Coverage: Monitor a coverage universe of public and private companies within a specific sector. 
• Industry Analysis: Track key market and business drivers, including material news flows, earnings releases, investor presentations, competitive dynamics, regulatory changes, supply chain developments, and capital allocation strategies within your coverage sectors. 
• Content Development: Create and moderate teleconferences featuring experts from Guidepoint’s network summarized in high-quality, detailed transcripts. 
• Content Editing: Ensure high-quality content creation and editing of teleconference transcripts. Summarize, edit, and vet key discussion points of these teleconferences. 
• Reporting: Collaborate with the Director of Research for Equities to drive the growth of Guidepoint’s content library, scaling research coverage across multiple industries. 
• Expert Vetting & Ownership: Take full ownership of teleconferences by carefully selecting and vetting experts to ensure their relevance and expertise align with the specific topics being discussed. 
• Expert Recruitment: Collaborate with the research team to identify, recruit, and vet additional industry experts for Guidepoint’s Expert Network. 
• Strategic Collaboration: Work closely with cross-functional teams, to align research initiatives with business objectives and market demands. 
• Team Development: Help build and mentor a team of junior analysts, guiding them in expert recruitment, teleconference execution, and content development. 
• Compliance & Integrity: Uphold Guidepoint’s compliance policies by ensuring that expert profiles and teleconference content adhere to company protocols. 

What You Have:  

• Bachelor’s or Master’s degree in finance, business, or a related field. 
• 6+ years of experience in financial services, investment research, or related firms 
• Experience in Industrial, Technology, or Consumer sectors is preferred. 
• Demonstrated ability to understand and analyze key business drivers. 
• Strong understanding of institutional buy-side/sell-side research and investing workflows. 
• Ability to work effectively in a fast-paced, entrepreneurial environment with a strong sense of ownership. 
• Excellent written and verbal communication skills.  
• Demonstrated ability to work independently and in a team atmosphere with minimal supervision  
• Excellent organizational and time-management skills. 
• Strong interpersonal skills with the ability to communicate effectively with professionals at all levels. 
• Intellectual curiosity and a passion for learning about new industries and trends. 
• Fluent in English communication skills - written and verbal.  

What We Offer:  

• Competitive compensation package with performance-based bonuses. 
• Employee medical coverage and benefits. 
• Central office location in a dynamic business hub. 
• Opportunity to work in a lean, entrepreneurial environment with direct access to leadership and decision-makers. 
• A collaborative, casual work environment with a focus on autonomy and innovation. 

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-AK 

#LI-HYBRID 

Our Recruitment Team & Our Values 

Guidepoint’s Recruitment team is an integral part of a company that prides itself on identifying the most qualified person for the job. Our team focuses on maintaining integrity and promoting diversity, highlighting our dedication to creating an environment where every candidate is treated equitably, regardless of their background.   

By utilizing innovative sourcing techniques, attending campus events, and expanding our brand presence, we attract and hire top talent from all over the world. The team consists of 35+ high-performing individuals from various backgrounds who work across 3 continents and 8 countries to make impactful hires for every department at Guidepoint.   

Your Role

We are seeking a highly skilled and strategic Talent Acquisition Specialist to lead and drive end-to-end hiring for our Financial Services division in Mumbai. This individual will play a critical role in building our talent pipeline, elevating our employer brand, and ensuring we attract, assess, and hire top-tier talent across diverse functions and markets. The ideal candidate is a seasoned recruiting professional with strong stakeholder management skills and a proactive, solutions-oriented mindset.

A Day in Your New Role:  

• Own full-cycle recruitment for our Insights product, corporate/mid–senior level roles, including sourcing, direct candiate outreach, interviewing, and offer management
• Develop and execute recruitment strategies aligned with business goals
• Build and maintain relationships with hiring managers across multiple different departments
• Partner with hiring managers to forecast hiring needs, improve quality of hire, and drive a collaborative, consistent hiring process
• Implement data-driven recruitment practices and track key metrics (time to hire, offer acceptance rate, quality of hire, etc.)
• Collaborate with the Global TA team to standardize processes and share best practices across regions

Projects You Will Own  

At Guidepoint, we do more than just fill positions—you’ll also take ownership of projects that shape the future of our talent strategy, including: 

• Corporate and mid–senior level recruiting best practices 
• Employer branding initiatives 
• Creative recruitment and sourcing solutions 
• Reporting and KPI tracking 

What You Have: 

• Bachelor’s degree in Human Resources, Business, or related field 
• 5+ years of in-house Talent Acquision experience in full-cycle recruiting
• Experience recruiting for mid–senior level Financial Services / Banking roles
• Agency experience would be a plus
• Strong project management and communication skills 
• Data-driven mindset: use of metrics (quality of hire, candidate experience, offer acceptance rate) to refine strategies
• Proficiency with ATS platforms (Greenhouse preferred)
• Ability to work cross-functionally and manage competing priorities in a fast-paced environment 

What We Offer: 

• Competitive compensation
• Employee medical coverage
• Central office location
• Entrepreneurial environment, autonomy, and fast decisions
• Casual work environment

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-hybrid

Overview:

The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables 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 (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team.

Guidepoint Insights is seeking an Equity Analyst to support the expansion of our research coverage of global private biotech companies. This role plays a critical part in building and scaling the Guidepoint Library, a central resource offering transcript-based insights through teleconferences with KOLs, and industry experts. These insights, conceptualized and hosted by former investment professionals, industry veterans and former scientists, help Guidepoint's institutional clients make well-informed decisions across sectors like healthcare, industrials, technology, consumer, and more.

As an Equity Analyst, working with the Director of Research, you will be responsible for developing deep research coverage, facilitating expert-led discussions, and ensuring high-quality content creation. Reporting directly to the Director of Research, you will be instrumental in creating content that spans topics such as scientific basis of the platforms, competitiveness of emerging pipelines at private biotech companies, industry landscape, regulatory decisions, drug launches and go-to-market strategies.

You will also lead efforts to recruit and vet experts, ensuring that the insights gathered are accurate, relevant, and valuable to our clients.

What You’ll Do:

• Research Coverage: Monitor a coverage universe of global private companies in certain therapeutic indications within biotech sector.

• Industry Analysis: Track key market and business drivers, including material news flows, earnings releases, investor presentations, clinical trials, medical conferences, drug launches within your coverage companies and therapeutic indications.

• Content Development: Create and moderate teleconferences featuring experts from Guidepoint’s network summarized in high-quality, detailed transcripts.
• Content Editing: Ensure high-quality content creation and editing of teleconference transcripts. Summarize, edit, and vet key discussion points of these teleconferences.

• Reporting: Collaborate with the Director of Research to drive the growth of Guidepoint’s content library, scaling research coverage across multiple industries.
• Strategic Collaboration: Work closely with cross-functional teams, to align research initiatives with business objectives and market demands.
• Compliance & Integrity: Uphold Guidepoint’s compliance policies by ensuring that expert profiles and teleconference content adhere to company protocols.

What You Have:

• Ph.D degree in biological sciences or MBBS.
• 6+ years of experience in financial services, investment research, covering Biotech / Pharma sector.  3+ years of experience in pharmaceutical/biotech companies on competitive assessment, drug development, or business development will be considered as well.
• Demonstrated ability to understand and analyze pathophysiology of the disease, biological rationale of therapeutic targets, clinical data, drug labels and competitive dynamics.
• Strong understanding of institutional buy-side/sell-side research and investing workflows.
• Ability to work effectively in a fast-paced, entrepreneurial environment with a strong sense of ownership.
• Excellent organizational and time-management skills.
• Strong interpersonal skills with the ability to communicate effectively with professionals at all levels.
• Intellectual curiosity and a passion for learning about new industries and trends.
• Fluent in English, both written and verbal.

What We Offer:

• Competitive compensation package with performance-based bonuses.
• Employee medical coverage and benefits.
• Central office location in a dynamic business hub.
• Opportunity to work in a lean, entrepreneurial environment with direct access to leadership and decision-makers.
• A collaborative, casual work environment with a focus on autonomy and innovation.

If you are passionate about research and possess a proven ability to drive innovation, we invite you to apply for this exciting opportunity at Guidepoint Insight. Please submit your resume detailing your relevant experience and accomplishments.

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–Hybrid

#LI-AK1

Overview:

The Insights product delivers teleconferences, surveys, and in-person events to Guidepoint’s institutional and corporate clients. Teleconference transcripts are housed in a searchable portal covering diverse industries and topics, helping clients make informed decisions. All content features Advisors from Guidepoint’s global network and are curated by former investors, sell-side analysts, and industry professionals.

As the Research Manager, Insights (India), you will lead a small pod of 2–3 Research Associates responsible for sourcing and recruiting experts for our teleconferences across sectors including technology, healthcare, consumer, industrials, energy, and financials.

This is a player-coach role. You will actively execute recruiting mandates while also driving team performance, pipeline health, outreach quality, and operational discipline. You will serve as the primary coordination point between the Associate team and the US-based moderator team, ensuring speed, quality, and advisor conversion.

This role is ideal for someone who thrives in a high-volume, deadline-driven environment, enjoys managing people, and is motivated by building systems that improve recruiting yield and call completion rates.

What You’ll Do:

Execution & Quality Ownership

• Own end-to-end execution of high-priority teleconference topics, including sourcing and securing senior industry experts.
  • Proactively monitor upcoming call pipelines to ensure advisor identification begins 1–2 weeks ahead of scheduled calls.
  • Conduct outreach via LinkedIn, email, and phone to engage and convert qualified advisors.
  • Develop and refine screening questions to assess subject matter credibility and ensure quality standards are met.
  • Partner closely with moderators to align on advisor profile, vetting criteria, and urgency.
  • Troubleshoot scheduling challenges and ensure smooth handoff to operations for call logistics.

Leadership & Team Management

• Directly manage 2–3 Research Associates working across APAC/EMEA/US hours
  • Drive daily execution discipline including outreach volume, pipeline tracking, and response management.
  • Review screening quality and advisor selection to maintain content standards.
  • Monitor key metrics such as outreach-to-response rate, shortlist-to-confirm rate, and confirmed-to-completed call yield.
  • Provide structured coaching on messaging, phone approach, objection handling, and senior-level engagement.
  • Identify performance gaps early and implement corrective action plans.
  • Standardize best practices across sourcing, CRM usage, and follow-ups.
  • Ensure timely communication and transparency with US moderator teams.

What You Have: 

• 2-4 years of professional experience in recruiting, lead generation, inside sales, research operations, or client service.
  • Prior experience managing or mentoring junior team members.
  • Comfort with high-volume outreach (cold calling and cold emailing).
  • Strong written and verbal communication skills in English, with confidence engaging senior professionals.
  • Ability to work in any of the following shifts APAC, EMEA, US (8.5 hours either starting 9 AM – 5 30 PM, or 5 PM to 1 30 AM IST)
  • Highly organized with strong attention to detail and execution discipline.
  • Data-oriented mindset with the ability to interpret performance metrics and improve conversion rates.
  • Proactive, ownership-driven, and comfortable operating in a fast-paced environment.

What We Offer:

• Leadership opportunity in a growing global research product.
• Exposure to diverse industries and senior global executives.
• Direct impact on revenue-generating content and advisor engagement strategy.
• Entrepreneurial environment with merit-based growth opportunities.
• Competitive compensation and benefits.
• Employee medical coverage
• Central office location
• Casual work environment 

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-Hybrid

#LI-AK1

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. 

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’ll Do: 

Primary Objectives 

• Manage and retain existing client accounts 

• Penetrate multiple users 

• Provide excellent customer service 

• Grow client accounts 

• Send multiple screened, quality advisors per project asap 

• Contact client to obtain new projects 

• Push events, teleconferences or new advisors 

• Penetrate userbase 

• Convert Trials to full clients through excellent service during trial period  

Key Responsibilities 

Project Management 

• Understand client requests and create outline with screening questions 

• Conduct topical and company research for projects 

• Contact client to clarify project if needed  

• Communicate scope of project to assigned junior project managers (if applicable) 

• Execute and complete projects within discussed timeline 

• Properly qualify advisors before sending bios to clients 

• Promptly close out projects when finished (and keep status icons on projects up to date) 

• Gather client feedback for quality control, service improvement ideas, and to determine if more work is needed 

• Be cost effective – monitor hourly rate, minimize prep time payments and negotiate appropriately with Advisors 

• Inform Team Lead of difficult projects taking longer than 48 hrs 

Client Management 

• Build relationships with clients to encourage new and repeat business opportunities 

• Engage new users through invitations to events, proactive push, periodic phone calls, etc. (multiple users increases client stickiness) 

• Work with Sales/RMs to keep abreast of status of client and any updates to contract/usage 

• Interact with sales to onboard new clients and educate them on our service and offerings 

• Research and know the client:  obtain client coverage list and/or holdings list if at all possible 

• Develop Account Plan by mapping out steps to grow the account over time 

• Handle client issues in a timely manner (alert Team Lead of any major problems that arise) 

• Monitor client activity monthly: research any drop-offs in usage and find ways to increase usage 

• Attend and participate in meetings or calls with clients as requested by sales or Vertical Director 

• Actively participate in Trials 

Advisor Management 

• Liaise with Associates to custom recruit for projects as needed 

• Develop relationship with industry advisors (often leads to referrals, and timely follow-up) 

• Edit profiles before sending to client (if necessary) 

• Record newly uncovered advisor information or expertise in Advisor profiles 

• Respond promptly to advisor responses, queries, problems, etc. 

• Follow Advisor Rate Change guidelines 

• Keep eye out for new recruiting ideas or new recruiting resources 

Push/Sales 

• Proactively notify clients of advisors that they might want to speak with 

• Work with sales to determine who pushes events/teleconferences 

• Market/communicate all product offerings to client (surveys, events, etc) on a regular basis 

• Identify idle users and develop engagement plan 

Training, Evaluation, Staffing 

• Train new Associates on proper recruiting techniques, and project execution. 

• Manage daily activities of Associates (if available) 

• Monitor Associates’ work to ensure quality 

• Interview candidates as needed 

• Contribute to the development of training materials when needed 

• Keep Vertical Director updated on training/progress/performance of assigned JPM (if applicable) 

Compliance 

• Know and follow compliance procedures 

• Be knowledgeable of and follow any client-specific compliance procedures 

• Screen request for compliance “red flags” and communicate them to Guidepoint Counsel 

• Understand and explain Guidepoint Advisor T&C when necessary 

• Communicate any other issues to GPG counsel 

Team Participation 

• Attend and participate in Team meetings and networking events 

• Serve as back up for team colleagues when out of the office 

• Complete additional projects and tasks as directed by Team Lead 

• Contribute to development and maintenance of productive and collaborative environment for team 

• Share best practices with team members 

What You Have: 

• Bachelor’s/Master's degree and a strong academic record required 

• Desire to work in a client facing project management role that is KPI and metrics-driven  

• 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 

• Fluency in English is a must 

What We Have: 

• Competitive compensation 

• Employee medical coverage 

• Central office location 

• Entrepreneurial environment, autonomy, and fast decisions 

• Casual work environment 

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. 

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