Senior Account Manager - Financial Services

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 Boston 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
• 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 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.

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 [email protected]

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