Guidepoint

Customer Success Manager

• Own a portfolio of highly transactional, institutional investor and corporate clients, serving as their primary point of contact and trusted partner
• Develop a deep understanding of how investor and corporate clients use Qsight’s Market Model and Alpha solutions, and proactively address business needs and challenges
• Help define and build a more structured, scalable engagement model for Medical Device clients, identifying gaps, inefficiencies, and opportunities
• Partner closely with Sales on renewals and expansion opportunities
• Deliver onboarding, training, and ongoing enablement tailored to how investors actually consume data and insights
• Act as the voice of the client internally, collaborating with Product to share feedback and influence roadmap decisions
• Create and execute client success plans, including account strategies and Enterprise Business Reviews (EBRs)
• Navigate ambiguity with confidence—testing ideas, iterating quickly, and helping shape what “great CS” looks like for this segment

Client Services Representative

• Review and analyze client research requests and use a range of resources to identify the most relevant subject matter experts across geographies, industries, and topics for each project
• Utilize the phone, LinkedIn, and outreach to recruit new Advisors to join the Guidepoint network by effectively communicating why their expertise is a good match for the specific project you’re working on
• Screen experts for their suitability for specific client projects and create professional profiles for client consideration
• Operate with a teamwork mentality that leads to building and maintaining strong relationships with other Guidepoint employees, offices, and Advisors

Client Service Associate

Recruitment

• Build and execute creative sourcing strategies to build strong, diverse tech talent pipelines
• Utilize LinkedIn Recruiter to source top talent for AI Engineer and other senior technical positions, leveraging advanced Boolean search techniques
• Partner closely with Talent Acquisition and hiring managers to align on role requirements and market insights
• Conduct targeted outreach campaigns to engage passive candidates

Guidepoint

Customer Success Manager

Client Service Associate

Sourcing Consultant, Technology Recruitment

Sourcing Consultant, Technology Recruitment