Client Success Manager

Guidepoint(1 month ago)

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

About this role

The Client Success Manager on Guidepoint’s Institutional Client Service team supports senior client service staff in expanding usage of the company’s subscription-based research service among institutional clients. The role focuses on growing client relationships across hedge funds, mutual funds, private equity and other financial institutions, while contributing to client retention and adoption efforts. This is a hybrid role based in the Boston office.

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Required Skills

Client Outreach
Cold Calling
Lead Generation
Usage Monitoring
User Onboarding
Financial Services
Feedback Collection
Relationship Management
Communication
Teamwork

+1 more

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.