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’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience.

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required.

Who We Are:

• High-performing team driven by execution, accountability, and consistent client impact
• Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate
• Team committed to developing talent through hands-on mentorship, coaching, and leadership support
• Workplace that embeds continuous learning and career development as a core part of how we grow and excel
• Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership
• Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory

What You Will Own:

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

What you have:

• Bachelor’s degree, with minimum 3.0 GPA or higher required
• Previous relevant internship, volunteer, or extracurricular experience
• Applicants must be authorized to work in the United States without the need for current or future employer-sponsored visa sponsorship. Guidepoint does not provide employment-based visa sponsorship for this role

Successful Associates:

• Are ambitious and thrive in competitive and fast paced environments
• Are motivated to build client facing careers in consulting, advisory, investment research, account management, customer success or sales
• Quickly understand the commercial context behind client requests and identify the most relevant experts
• Demonstrate strong time management and organizational skills, with the ability to manage multiple priorities under tight deadlines
• Are comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs
• Are resourceful, intellectually curious, and are driven to continuously learn
• Communicate clearly and professionally, both verbally and in writing
• Demonstrate strong problem-solving skills, sound judgment, and the ability to work both independently and collaboratively

What We Offer:

The annual base salary for this position is $55,000. Additionally, this role is eligible for a yearly bonus of up to $4,000 based on performance.

For strong performers, this role offers an accelerated path to greater responsibility and increased earnings potential. High-performing Associates may be promoted to a Project Manager after as little as six months, based on consistently delivering strong performance and professional readiness. This progression includes a base salary of $62,000, eligibility to earn monthly commission on applicable client-facing project work, and earlier direct exposure to clients.

You will also be eligible for the following benefits:

• 15 days of PTO, 10 paid holidays, and sick leave
• Comprehensive medical, dental, and vision coverage, along with flexible spending accounts, supplemental pet insurance, and short- and long-term disability
• 401(k) with company match of up to 10% of employee contributions, plus company-sponsored and optional life insurance
• Commuter benefits and corporate discounts, including gym memberships, ClassPass, and an Employee Assistance Program (EAP)
• Unlimited access to self-paced learning through LinkedIn Learning
• In-office perks including free snacks and beverages, Thursday Happy Hours, and Summer Fridays
• Annual company-sponsored athletic leagues and wellness activities
• Charitable giving programs with company-matched contributions to eligible tax-exempt organizations, in accordance with company guidelines, including a dedicated day of service for all employees
• Casual work environment with regular team-building events and social activities

Interview Process:

• Initial conversation with a member of the Talent Acquisition team
• Interview with the hiring manager(s)
• Mock assessment
• Complete a timed simulated client request project and gain more insight into the role
• On-site interview with team members
• Final decision and feedback

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 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 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:

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