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Project Manager, Client Service

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Modoras Accounting Syd

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Location:
India , Mumbai

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

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 the experts closest to the topic, often within hours. Play a vital role in Guidepoint’s success.

Job Responsibility:

  • Manage and retain existing client accounts
  • Penetrate multiple users
  • Provide excellent customer service
  • Grow client accounts
  • Send multiple screened, quality advisors per project asap
  • Contact client to obtain new projects
  • Push events, teleconferences or new advisors
  • Penetrate userbase
  • Convert Trials to full clients through excellent service during trial period
  • Understand client requests and create outline with screening questions
  • Conduct topical and company research for projects
  • Contact client to clarify project if needed
  • Communicate scope of project to assigned junior project managers (if applicable)
  • Execute and complete projects within discussed timeline
  • Properly qualify advisors before sending bios to clients
  • Promptly close out projects when finished (and keep status icons on projects up to date)
  • Gather client feedback for quality control, service improvement ideas, and to determine if more work is needed
  • Be cost effective – monitor hourly rate, minimize prep time payments and negotiate appropriately with Advisors
  • Inform Team Lead of difficult projects taking longer than 48 hrs
  • Build relationships with clients to encourage new and repeat business opportunities
  • Engage new users through invitations to events, proactive push, periodic phone calls, etc. (multiple users increases client stickiness)
  • Work with Sales/RMs to keep abreast of status of client and any updates to contract/usage
  • Interact with sales to onboard new clients and educate them on our service and offerings
  • Research and know the client: obtain client coverage list and/or holdings list if at all possible
  • Develop Account Plan by mapping out steps to grow the account over time
  • Handle client issues in a timely manner (alert Team Lead of any major problems that arise)
  • Monitor client activity monthly: research any drop-offs in usage and find ways to increase usage
  • Attend and participate in meetings or calls with clients as requested by sales or Vertical Director
  • Actively participate in Trials
  • Liaise with Associates to custom recruit for projects as needed
  • Develop relationship with industry advisors (often leads to referrals, and timely follow-up)
  • Edit profiles before sending to client (if necessary)
  • Record newly uncovered advisor information or expertise in Advisor profiles
  • Respond promptly to advisor responses, queries, problems, etc.
  • Follow Advisor Rate Change guidelines
  • Keep eye out for new recruiting ideas or new recruiting resources
  • Proactively notify clients of advisors that they might want to speak with
  • Work with sales to determine who pushes events/teleconferences
  • Market/communicate all product offerings to client (surveys, events, etc) on a regular basis
  • Identify idle users and develop engagement plan
  • Train new Associates on proper recruiting techniques, and project execution.
  • Manage daily activities of Associates (if available)
  • Monitor Associates’ work to ensure quality
  • Interview candidates as needed
  • Contribute to the development of training materials when needed
  • Keep Vertical Director updated on training/progress/performance of assigned JPM (if applicable)
  • Know and follow compliance procedures
  • Be knowledgeable of and follow any client-specific compliance procedures
  • Screen request for compliance “red flags” and communicate them to Guidepoint Counsel
  • Understand and explain Guidepoint Advisor T&C when necessary
  • Communicate any other issues to GPG counsel
  • Attend and participate in Team meetings and networking events
  • Serve as back up for team colleagues when out of the office
  • Complete additional projects and tasks as directed by Team Lead
  • Contribute to development and maintenance of productive and collaborative environment for team
  • Share best practices with team members

Requirements:

  • Bachelor’s/Master's degree and a strong academic record required
  • Desire to work in a client facing project management role that is KPI and metrics-driven
  • Ability to work in a fast-paced, results-oriented environment
  • Excellent time management and organizational skills
  • Outgoing personality with the ability to speak with people at all professional levels
  • Intellectual curiosity and desire to learn
  • Excellent written and verbal communication skills
  • Demonstrated ability to work both individually and as part of a team
  • Fluency in English is a must
What we offer:
  • Competitive compensation
  • Employee medical coverage
  • Central office location
  • Entrepreneurial environment, autonomy, and fast decisions
  • Casual work environment

Additional Information:

Job Posted:
February 18, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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