Senior Account Manager - Financial Services

About the role

Guidepoint is seeking a Senior Account Manager - Financial Services on the Institutional Client Service team to 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 based in our New York City office.

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
• 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

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

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.

Benefits

• 15 PTO days, 10 legal holidays, and sick days
• Comprehensive medical, dental, and vision plans
• 401(k) matching up to 10% of employee contribution
• 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

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 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.

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.