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Senior Account Manager - Financial Services

Guidepoint
USAfull_timePosted 28 May 2026

About the role

<p><span style="font-size: 12pt;"><strong>Overview:</strong></span></p> <p><span style="font-size: 12pt;">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.</span></p> <p><span style="font-size: 12pt;">Guidepoint is seeking qualified candidates for a<strong> Senior Account Manager - Financial Services</strong>&nbsp;on the Institutional Client Service team<strong>.&nbsp;</strong> 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.</span></p> <p><span style="font-size: 12pt;"><strong>This is a Hybrid position in our Boston office.&nbsp;</strong></span></p> <p><span style="font-size: 12pt;"><strong>What You'll Do:</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Lead contract negotiations, pricing discussions, renewals, and commercial conversations</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Drive upsell, cross-sell, and package expansions across existing accounts</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Proactively meet clients in person and virtually to strengthen executive relationships</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Identify and activate new users within existing client organizations</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Develop account growth strategies and revenue plans in partnership with service leadership</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Monitor usage trends and intervene strategically to prevent churn</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Serve as senior point of contact for escalations and high-level client discussions</s

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Company

Guidepoint

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