Senior Account Manager - Financial Services

About the role

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.

Responsibilities

• 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
• Maintain 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

Requirements

• 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

Qualifications

• Curiosity about emerging technology and a willingness to continue building skills with new tools that improve productivity and client service

Skills

• Account Management
• Relationship Management
• Consultative Sales
• Contract Negotiation
• Client Retention
• Upsell and Cross-Sell
• Account Growth Strategies
• Usage Trend Monitoring
• Escalation Handling
• Client Service Coordination
• Executive Relationship Building
• AI Fluency
• Technology Adaptability

Benefits

• 15 PTO Days, 10 legal holidays, and sick days
• Comprehensive Medical, dental, and vision plans
• 401(k) matching up to 10%
• Life insurance, paid time-off, and parental leave plans
• Commuter benefits and 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

Pay

The annual base salary for this position is $100,000 - $120,000. Additionally, this position is eligible for a yearly bonus based on performance.

Schedule

This is a Hybrid position in our New York City office.