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Client Success Manager

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Modoras Accounting Syd

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Location:
United States , New York

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Category:
Sales

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Contract Type:
Not provided

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Salary:

70000.00 USD / Year
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Job Description:

Guidepoint is seeking qualified candidates for a Client Success Manager on the Institutional Client Service team. This person will support senior members of the team as they 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.

Job Responsibility:

  • Partner with senior Client Service team to increase user base at client firms by employing a thoughtful and strategic outreach approach
  • Conduct cold calls, emails and other lead generation efforts to meet designated project, new client activation, and meeting targets
  • Monitor client usage trends and identify inflection points in their usage data to proactively reach out and identify any potential pain points
  • Onboard new client users of the service and educate them on the different services Guidepoint has to offer under their subscription
  • Develop a working knowledge of the financial services industry, including hedge funds, PE firms, VC/Growth Capital firms, & bulge bracket banks to help communicate Guidepoint’s value add to clients in the space
  • Work closely with the Client Service team to collect feedback on open client projects as well as advisors we have sent clients for review

Requirements:

  • 6 months to 1 year of client engagement, customer success, sales, business development, or account management experience in the financial services industry
  • Bachelor’s degree from a four year university
  • Broad base knowledge of the sales process from lead generation to relationship management
  • Excellent communicator capable of handling high-profile clients (Hedge Funds, Mutual Funds, Private Equity and Corporates)
  • Demonstrated ability to work in a team atmosphere
  • A desire to work in a fast-paced entrepreneurial environment
  • Initiative and ability to handle increasing responsibility over time
  • Strong relationship management skills with stakeholders of varying seniority levels
What we offer:
  • 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
  • Yearly bonus of up to $12,000 based on performance

Additional Information:

Job Posted:
February 18, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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