Client Outreach Specialist

Overview:

Guidepoint is looking for an entrepreneurial and outgoing individual to join its Insights business. The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals.  

This is a hybrid role in New York City.

What You'll Do:

• Promote and represent the Guidepoint Insights product to our institutional clients including traditional asset managers, hedge funds, family offices and private equity firms.
• Focus on increasing penetration and usage of the Insights product across Guidepoint's existing client base.
• Using a high-touch approach (phone, email, Bloomberg, in-person meetings), highlight upcoming events to the appropriate clients and foster dialogue with Guidepoint sector specialists.
• Correctly map client preferences (sector focus, frequency of email notifications) across organizations to ensure the right content is delivered to  the right individuals.
• Form critical relationships with Portfolio Managers and Analysts to understand their research needs, collect feedback and explain our value proposition.
• Conduct outbound prospecting to help generate new account leads. 
• Work closely with the Guidepoint’s analysts to understand key upcoming events and summarize takeaways from recent teleconferences.

What You Have:

• Excellent communicator capable of calling on high-profile clients at hedge funds, mutual funds and private equity.
• Broad based knowledge of the sales process from lead generation to relationship management.
• Comprehensive understanding of the institutional investment process.
• Strong relationship building skills.
• Demonstrated ability to work in a fast-paced, team-oriented entrepreneurial environment.
• Meticulous organizational skills.
• Ability to work independently and handle increasing responsibility over time.
• Minimum of 3 years of institutional sales, business development or account management experience.
• Bachelor’s degree.

What We Offer:  

The annual base salary range for this position is $100,000 to $150,000. Additionally, this position is eligible for an annual discretionary 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 gym rate 
• Development opportunities through the LinkedIn Learning platform 
• Free snacks and beverages in the office 
• Friday happy hour and “Summer Fridays” 
• Year-round corporate athletic league 
• Casual work environment, team building, and other social events 

About Guidepoint

Guidepoint powers end-to-end research workflows for the world’s best research teams.

Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.

At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.

 

 

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