Senior Account Manager - Financial Services
GuidepointNew York, New York, United States · Posted 4 months agoDescription
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
- AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication
- Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment
- Curiosity about emerging technology and a willingness to continue building skills with new tools that improve productivity and client service
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 powers end-to-end research workflows for the world’s best research teams.
Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.
At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.
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
Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.
Similar jobs
Est. 70,000 USD
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…
Est. 70,000 USD
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…
Est. 70,000 USD
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…
Est. 70,000 USD
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…
Est. 65,000 USD
Overview: Guidepoint’s Business Development 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 communic…
Est. 70,000 USD
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…
Est. 125,000 USD
Overview: Guidepoint is looking for an entrepreneurial and outgoing individual to join its Insights business. The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, that offe…
Est. 70,000 USD
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…
Est. 70,000 USD
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…
Est. 60,000 USD
Overview: Guidepoint’s Client Service team connects leading consultancies with the subject-matter experts they need to make informed business decisions. By understanding each client’s specific research needs and deliveri…
Est. 70,000 USD
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…
Est. 70,000 USD
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…
Est. 60,000 USD
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…
Est. 60,000 USD
Overview: Guidepoint’s Client Service team connects leading consultancies with the subject-matter experts they need to make informed business decisions. By understanding each client’s specific research needs and deliveri…
Est. 65,000 USD
Overview: Guidepoint’s Business Development 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 communic…
Est. 65,000 USD
Overview: Guidepoint’s Business Development 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 communic…
Est. 50,000 USD
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 uni…
Est. 98,500 USD
Overview: Guidepoint's Market Research Team is seeking a Senior Market Research Analyst to help oversee quantitative client relationships, design and manage research projects, write and develop questionnaires, and build…
Est. 62,500 USD
Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate…
Est. 142,500 USD
Join Our Global Talent Acquisition Team as a Senior Talent Acquisition Specialist, Technology. Our Talent Acquisition Team & Our Values Guidepoint’s Talent Acquisition team is an integral part of a company that pride…
Est. 110,000 USD
Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Hea…
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 uni…
Est. 35,000 GBP
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 th…
Est. 225,000 USD
Overview: The Insights product is a new offering for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of industries/topics that facilitate investment…
Est. 220,000 USD
Overview: The Insights product is an offering for Guidepoint's institutional investment and corporate clients, now in its 9th year, that offers teleconferences, surveys, in-person events, and AI-facilitated data and cont…
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 libra…
Est. 35,000 EUR
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 th…
Est. 55,000 GBP
Overview: Guidepoint's Market Research Team is seeking a Senior Market Research Analyst based in London to help oversee quantitative client relationships, design and manage research projects, write and develop questionna…
Est. 35,000 EUR
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 th…
Est. 240,000 USD
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 libra…