Client Success Manager

Guidepoint(1 month ago)

HybridFull TimeJunior$70,000 - $82,000Institutional Client Service

About this role

The Client Success Manager on Guidepoint’s Institutional Client Service team supports senior staff in expanding subscription research usage across existing institutional clients. The role focuses on growing user adoption, onboarding new users, and helping clients leverage Guidepoint’s services to inform decision-making. This is a hybrid position based in New York City and involves engagement with financial services firms such as hedge funds, mutual funds, and private equity.

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Required Skills

Client Outreach
Lead Generation
Cold Calling
Usage Monitoring
Onboarding
Product Education
Financial Knowledge
Feedback Collection
Relationship Management
Communication

Qualifications

Bachelor's Degree

About Guidepoint

guidepoint.com

Guidepoint is a global expert network that connects clients — including investors, corporations, consultancies and life sciences firms — with vetted subject-matter experts for on‑demand primary research and consultations. It provides expert calls and meetings, surveys and custom research projects, plus managed research and knowledge services, all supported by compliance and confidentiality processes. Guidepoint’s curated network and rapid access to expertise help clients accelerate decision‑making for due diligence, product and market strategy, and regulatory or technical insight.