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Guidepoint

The Experts at Finding Expertise

Customer Success Manager

Location

United States

Posted

5 days ago

Salary

$80K - $100K / year

Seniority

Senior

Bachelor Degree2.5 yrs expEnglish

Job Description

• 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

Job 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

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