Senior Account Manager - Financial Services

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 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) match 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; yearly bonus based on performance