Guidepoint Global, Llc

Senior Account Manager - Financial Services

Guidepoint Global, Llc$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of account management or consultative sales experience
  • Proven track record managing renewals and contracts
  • Success in driving upsell and cross-sell revenue
  • Experience with mid-sized to large B2B client portfolios
  • Strong presence and capability to build relationships at the C-level
  • Comfortable with face-to-face client interactions
  • Proactive and accountable mindset

Responsibilities

  • Manage a portfolio of long-standing client accounts
  • Lead negotiations for contracts and pricing
  • Drive revenue through upselling and cross-selling
  • Meet with clients to strengthen relationships
  • Activate new users within existing organizations
  • Create growth strategies in partnership with leadership
  • Monitor usage trends to prevent churn
  • Serve as senior contact for escalations and discussions

Benefits

  • 15 PTO Days, plus 10 legal holidays and sick days
  • Comprehensive medical, dental, and vision insurance
  • 401(k) matching up to 10%, life insurance, and paid parental leave
  • Commuter benefits and corporate discounts
  • Access to development opportunities via LinkedIn Learning
  • Enjoyable office culture with weekly happy hours and free snacks
  • Year-round participation in a corporate athletic league
Full Job Description
Overview:

Guidepoint is seeking qualified candidates for a Senior Account Manager - Financial Services on 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 Boston office.

What You'll 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 $100,000 - $120,000. 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

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Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.

Compensation

$100,000-$120,000 USD

About Guidepoint Global, Llc

Guidepoint is a leading expert network firm that connects business decision-makers with experts across various industries. The company offers a range of services, including primary research, diligence, and advisory services. Guidepoint has a global presence, with offices in the United States, Europe, and Asia.
Learn more about Guidepoint Global, Llc
Size
1,000 employees
Industry

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