Guidepoint

Customer Success Manager

Guidepoint

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $80,000 - $100,000 per year

About the role

  • 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

Requirements

  • 2-3 years of experience in Customer Success, Account Management, or a similar client-facing role
  • Experience working with institutional investors, hedge funds, or highly analytical client bases
  • Excellent communication and relationship-building skills with senior, sophisticated stakeholders
  • Comfort operating in fast-moving, lightly structured environments where initiative is essential
  • Highly proactive mindset with a natural inclination to spot gaps and propose solutions
  • Experience in data, SaaS, market intelligence, or research-driven products
  • Familiarity with healthcare, medical devices, or alternative data
Benefits
  • Competitive salary and performance-based bonuses
  • Paid Time Off
  • Comprehensive health, dental, and vision benefits
  • 401(k) with company match
  • Significant exposure to leadership and cross-functional teams
  • A collaborative, intellectually curious environment within a fast-growing business
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Customer SuccessAccount Managementdata analysisSaaSmarket intelligenceresearch-driven productsclient success plansEnterprise Business Reviews
Soft Skills
communication skillsrelationship-buildingproactive mindsetinitiativenavigating ambiguitycollaborationproblem-solving