Senior Account Manager, Financial Services Institutional

Overview:

Guidepoints Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoints 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 Serviceson 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 San Francisco office.

What Youll 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

What We Offer:

The annual base salary for this position is $100000 - $120000. 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 Guidepoints 1600 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.

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

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