Senior Account Manager - Financial Services New York, New York, United States

About the role

Guidepoint’s Client Service teams support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. This Senior Account Manager role on the Institutional Client Service team will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity, etc.) 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

Benefits

• 15 PTO days, 10 legal holidays, and sick days
• Comprehensive medical, dental, and vision plans
• 401(k) with up to 10% employer match
• Life insurance, paid parental leave, and commuter benefits
• Corporate discounts
• Development opportunities through LinkedIn Learning
• Friday happy hour, “Summer Fridays,” and free snacks and beverages in the office
• Year-round corporate athletic league

Pay

Annual base salary: $100,000 - $120,000. This position is also eligible for a yearly performance-based bonus.

About Guidepoint

Guidepoint is a leading research enablement platform designed to advance understanding and empower clients’ decision-making. Powered by innovative technology, real-time data, and a network of nearly 1.75 million experts, Guidepoint helps clients turn answers into action. With 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request.