Client Success Manager at Guidepoint | New York City

Join the dynamic Business Development team at Guidepoint, where we are dedicated to broadening our outreach to both new and existing clients. Our mission is to support Guidepoint’s diverse service offerings by fostering relationships and effectively communicating how our solutions empower clients to stay informed and enhance their business strategies. We are driven to create tailored offerings that enable potential clients to maximize their partnership with Guidepoint. In this position, you will collaborate with our Institutional Sales team to explore new business avenues among public and private market investors, particularly focusing on our Insights division. Insights serves as our proprietary research branch, developed by seasoned buy-side and sell-side professionals, providing access to topical group calls and a variety of content available across our entire platform. As specialists in various sectors, our coverage is designed to cater to a wide range of institutional clients, enhancing their investment processes. This is a hybrid position based out of our New York City office.

Overview: At Guidepoint, we are dedicated to enhancing our business development efforts by forging meaningful connections with both new and existing clients. Our Business Development teams play a crucial role in promoting all of Guidepoint's services, helping clients remain informed and make strategic business decisions. We are driven to offer customized solutions that maximize the value of every client's partnership with us. We are currently looking for a talented individual to join our team as a Business Development Associate specializing in New Business within the US Consulting Group. This position reports directly to the Executive Vice President of US Consulting, focusing on establishing relationships with our target clientele, which includes leading global management consultancies, market research firms, and audit and advisory organizations. This is a hybrid position based in our New York City office.

As a Business Development Associate at Guidepoint, you will play a crucial role in driving our growth strategy by identifying and engaging potential clients. This position involves leveraging your strong communication skills and market insights to foster relationships and support our sales team in achieving their targets. You will work closely with various departments, providing insights that will help shape our service offerings and enhance client satisfaction.

Overview:Join the dedicated Client Service team at Guidepoint, where we empower our clients by connecting them with industry experts to enhance their business decision-making processes. Our team is committed to understanding the unique research needs of each client and delivering the most relevant experts, often within just a few hours.Your Impact:As a Client Service Associate, you will play a crucial role in our success by grasping your clients' specific business inquiries and identifying the experts best positioned to provide insights. You will actively recruit new experts into our extensive network of over 1,750,000 Guidepoint Advisors, ensuring the right match for every client interaction. This position is an excellent opportunity for recent graduates to launch their careers in a dynamic environment.

Overview: At Guidepoint, our Business Development teams are dedicated to enhancing our relationships with both new and existing clients. We support all of Guidepoint's service offerings, facilitating connections and conveying how we empower clients to stay informed and make informed business decisions. Our teams are driven to deliver tailor-made offerings that maximize the value of our partnerships. We are currently looking for a talented individual to join our Institutional Sales team as an Associate Vice President, Client Growth. This role reports directly to the Head of US Client Growth and involves promoting our subscription-based research services to various business units within existing clients, including hedge funds, mutual funds, and private equity firms, to boost overall usage. Please note: This is a hybrid role based in our New York City office. Key Responsibilities: Acquire a comprehensive understanding of industry coverage and the competitive landscape. Collaborate with management to expand the user base within client firms, proactively promoting Guidepoint subscriptions based on client usage. Engage in outbound prospecting to generate leads within existing client accounts, following up on warm leads. Achieve designated growth targets through strategic and thoughtful approaches that enhance client value. Effectively onboard new users. Collaborate closely with the client service team to gather feedback on ongoing projects and the advisors we have provided for client review. Qualifications: 3-5 years of experience in sales, business development, banking, business consulting, and/or account management. A Bachelor’s degree from an accredited four-year university. Extensive knowledge of the sales process, from lead generation to relationship management. Exceptional communication skills, with the ability to engage high-profile clients (Hedge Funds, Mutual Funds, Private Equity, Corporates). Proven ability to thrive in a team-oriented environment. A strong desire to excel in a fast-paced, entrepreneurial atmosphere. Demonstrated initiative and capability to take on increasing responsibilities over time. Strong relationship management skills with stakeholders at various levels of seniority.

Overview: This role presents an exceptional opportunity for proactive and dynamic individuals who thrive in both high-level administrative support and tailored lifestyle management. As the Personal Executive Assistant at Guidepoint, you will offer extensive assistance to the CEO, facilitating smooth professional operations and enhancing their lifestyle experience. Your responsibilities will encompass coordinating executive outreach, overseeing specialized projects, and serving as a liaison to senior management. Furthermore, you will manage personal and lifestyle-related tasks, such as travel arrangements, concierge services, and conducting in-depth research to support the CEO and their family. The ideal candidate will be exceptionally organized, detail-oriented, and adept at exercising sound judgment in various situations. Strong written and verbal communication skills, administrative proficiency, and the ability to juggle multiple priorities in a fast-paced environment are crucial. This position demands a proactive, resourceful, and discreet professional who flourishes in an entrepreneurial context. The Personal Executive Assistant will collaborate closely with an assistant team and report directly to the CEO. This is a hybrid role, requiring in-office presence in the Flatiron district 2-3 times per week while the CEO is on-site.

diginn is hiring a Business Development Associate in New York City. This position centers on expanding the company’s reach by building and maintaining strong relationships. The associate will play a key part in connecting with new clients and supporting the company’s growth in the local market. Key responsibilities Reach out to prospective clients and introduce diginn’s services Find and pursue new opportunities for business expansion Develop partnerships that contribute to long-term success What we look for Motivated and proactive approach to work Genuine interest in business development and building relationships Willingness to support both the team and company goals

Trexquant is a premier systematic hedge fund that employs cutting-edge machine learning and quantitative strategies to maintain a market-neutral portfolio. With a global presence spanning the U.S., China, and India, our innovative team of researchers, technologists, and finance experts is dedicated to advancing the field of quantitative finance.We are on the lookout for a motivated and detail-oriented Business Development and Strategy Associate to enhance our growing statistical arbitrage hedge fund. In this role, you will collaborate closely with the Chief Strategy Officer to identify new business opportunities, implement initiatives for process and product improvements, and drive the firm's growth through data-centric decisions. The ideal candidate will demonstrate robust analytical and project management abilities, along with an entrepreneurial mindset to expand our market presence and reinforce our competitive advantage.

Headway is on a transformative mission to create an accessible mental health care system for all. Our innovative technology connects individuals with exceptional therapists through the first software-enabled national network of insurance-accepting providers.With 1 in 4 individuals in the U.S. facing treatable mental health conditions, yet many providers not accepting insurance, Headway is pioneering a solution that makes therapy affordable and accessible. We simplify the process for therapists to accept insurance, enabling them to grow their practices effectively.Founded in 2019, we have rapidly expanded into a diverse network of over 60,000 mental healthcare providers across all 50 states, having served over 1 million patients with our software. As a Series D company, we've secured over $325 million in funding from esteemed investors including a16z (Andreessen Horowitz), Accel, GV (formerly Google Ventures), Spark Capital, Thrive Capital, Forerunner Ventures, and Health Care Service Corporation.We aim to ensure that your experience at Headway is the most impactful of your career. Join us and help revolutionize mental healthcare for the better.Make a significant impact with us!As a Business Development Associate, you will be the driving force behind our health plan partnership initiatives, working diligently to ensure our vision of a comprehensive mental healthcare system becomes a reality. This role places you at the forefront of reshaping mental healthcare in America.Reporting to one of Headway’s Managing Principals, your responsibilities will include conducting market analyses to prioritize our target markets and payer partners, leading healthcare research to inform our partnership strategies, and developing a robust sales infrastructure to coordinate multiple initiatives seamlessly.

Guidepoint is seeking a Senior Healthcare Research Associate to join our dynamic team in New York. In this pivotal role, you will leverage your expertise to conduct in-depth research and analysis in the healthcare sector, contributing to critical projects that shape our understanding of industry trends and innovations.Your ability to synthesize complex information and present actionable insights will be key in supporting our clients’ strategic decisions. This position is ideal for those who thrive in a fast-paced environment and possess a strong passion for healthcare research.

About the RoleAre you an ambitious individual eager to embark on a rewarding career in business development? We are seeking a dedicated Business Development Associate to contribute to our North American business expansion. This position is perfect for an early-career professional with a strong work ethic, a passion for sales, and a keen interest in business dynamics.In this role, you will collaborate closely with our Regional Managing Director and the sales team to identify prospective clients, compile targeted prospect lists, and foster new relationships. Your efforts will directly fuel the growth of our company by securing qualified meetings with potential clients.This is an exceptional opportunity to gain foundational knowledge in business development, sales strategies, and relationship management within a rapidly growing creative and technology firm.Key ResponsibilitiesLead Generation & ResearchIdentify potential clients within real estate development, architecture, agencies, and related sectors. Conduct thorough research on companies, projects, and key decision-makers to uncover opportunities.Build and maintain targeted prospect lists utilizing LinkedIn, industry databases, and market research.Outreach & Relationship BuildingIdentify and source key contacts such as marketing directors, development leads, and senior executives. Support targeted outreach initiatives via email, LinkedIn, and other channels.Assist in initiating conversations with prospective clients and introduce them to our sales team.Meeting CoordinationSchedule and coordinate introductory meetings between potential clients and our sales team.Prepare briefing notes on prospective clients prior to meetings.Maintain detailed records of outreach and conversations using CRM tools.Sales SupportCollaborate closely with the Regional Managing Director and the business development team to prioritize prospects and outreach strategies.Track outreach progress and monitor the pipeline of potential opportunities.Assist with marketing initiatives, including events, industry outreach, and targeted campaigns.

At Headway, we are on a mission to revolutionize mental healthcare by creating an accessible system for all. Our innovative technology enables individuals to connect with top therapists through the first software-enabled national network of providers who accept insurance.With 1 in 4 Americans facing treatable mental health conditions, yet many providers not accepting insurance, therapy remains financially out of reach for a significant population. We are determined to change that by simplifying the process for therapists to accept insurance and expand their practices.Founded in 2019, Headway has rapidly developed into a diverse national network of over 60,000 mental healthcare providers across all 50 states, utilizing our software to serve over 1 million patients. Backed by a Series D funding round of over $325 million from top-tier investors including a16z (Andreessen Horowitz), Accel, GV (formerly Google Ventures), Spark Capital, Thrive Capital, Forerunner Ventures, and Health Care Service Corporation, we are poised for continued growth.We are committed to ensuring your time with us is impactful and fulfilling. Join us and help transform mental healthcare for the better.Make a Difference with UsAs a Senior Business Development Associate, you will be the driving force behind our partnerships with health plans across the nation, ensuring we create a mental healthcare system that is accessible to everyone. Your role will be pivotal in reshaping the landscape of mental healthcare in America.Reporting directly to one of Headway’s Managing Principals, you will conduct market analysis that guides our focus on priority markets and payer partners, lead healthcare research to inform our partnership strategies, and develop the sales infrastructure necessary to manage multiple concurrent initiatives seamlessly.Ideal Candidates Will:Possess 3+ years of experience in consulting, banking, or a related field where you have managed complex analytical and operational challenges from start to finish. Direct experience in healthcare is a plus.Be resourceful, proactive, and unafraid to explore challenges as opportunities.Exhibit operational excellence, capable of juggling numerous moving parts effectively.You Will Enjoy This Role If You:Thrive in uncertain situations and are eager to tackle unfamiliar challenges, driving towards successful outcomes while shaping strategic approaches.Seek a dynamic environment that fosters growth and innovation.

Morning Brew Inc. delivers business news and insights with a distinct voice, connecting with emerging business leaders who value credibility, humor, and context. The company is based in New York and continues to grow, bringing together people who care about making business content both useful and engaging. Role overview The Financial Brand Partnerships (Sales) team is looking for a Business Development Associate. This position supports senior sales staff, helps strengthen relationships with key accounts, and searches for new opportunities among financial brands. Over time, the associate will build the skills needed to manage an independent sales pipeline. What you will do Account research and mapping: Build organizational charts for target financial brands, identify decision-makers, and gather insights to inform strategy. Sales enablement: Collaborate with Account Executives to advance deals, prepare briefing documents, call notes, and follow-up materials. Training and development: Shadow calls, join discovery conversations, and work toward managing a personal pipeline. Strategic outreach: Run targeted outreach campaigns by email and LinkedIn, crafting messages that resonate with financial services professionals. Requirements 1-2 years in sales, business development, or a client-facing role Clear, effective written and verbal communication Curiosity about financial services and trends in media or marketing Strong organization, initiative, and willingness to learn Solid research and analytical skills with attention to detail Interest in building a long-term sales career Compensation $80,000 base salary plus variable pay, depending on experience. Final offers will fall within the stated range and reflect experience. The total compensation package includes additional benefits.

About Block Block, Inc. began in 2009 with a focus on making payments easier for sellers. As commerce changed, so did our approach. We saw that many businesses struggled with outdated tools that didn’t work well together. In response, we expanded beyond payments to build integrated software for sellers of all sizes. Our platform now covers online sales, inventory management, customer engagement, and more. Sellers can access flexible payment methods, appointment scheduling, and staffing tools. Financial services, including business loans and cash flow management, support growth. With Afterpay, we help sellers reach new shoppers and stay competitive. Today, Block partners with everyone from startups to established companies, adapting our solutions as their needs evolve. Our goal is to build a meaningful, sustainable business that empowers sellers worldwide. Our Teams Block’s teams span People, Finance, Legal, Hardware, Information Security, and Platform Infrastructure Engineering. Together, we create inclusive policies, maintain financial stability, offer legal guidance, and drive innovation. We value diverse perspectives and see challenges as opportunities to grow. Every team member’s insight helps shape our future.

Overview: At Guidepoint, our Business Development teams are dedicated to expanding our influence with both new and established clients. We support all of Guidepoint’s service offerings, fostering relationships and effectively communicating how Guidepoint empowers clients to remain informed and make informed business decisions. Our teams are enthusiastic about providing tailored solutions that maximize the value of every client partnership with Guidepoint. We are seeking a talented and experienced Senior Account Manager to join our Institutional Sales team. This individual will report to the Head of US Client Growth and will be responsible for promoting our subscription-based research service to various business units within existing clients, such as hedge funds, mutual funds, and private equity firms, with the goal of increasing overall usage. This is a hybrid position based in our New York City office.

Overview:The Client Service team at Guidepoint plays a crucial role in connecting our clients with industry experts to enhance their business decisions. By understanding the unique research needs of each client, our team swiftly delivers the right experts, often within hours, to provide valuable insights.Your Impact: As a Client Service Associate, you will be instrumental in identifying expert solutions for your clients' specific business inquiries. You will actively recruit new specialists into our extensive network of over 1,750,000 Guidepoint Advisors, ensuring that you match the right expert to the client’s needs. This position serves as an excellent entry point into the professional world for many recent graduates, offering a unique blend of challenges and learning opportunities.

About FinFin is an innovative payments platform designed for high-value, global, and instantaneous transactions. As a Series A-stage company, we have received investment from notable firms including Sequoia and Circle. Utilizing stablecoins, Fin empowers users and businesses to transfer significant amounts of money in mere seconds—be it to fellow Fin users, directly into bank accounts, or through cryptocurrency networks. By merging the speed of digital currencies with the reliability of traditional finance, Fin is revolutionizing the way money is transferred around the globe. If financial institutions and payment solutions were to be reinvented today, they would undoubtedly resemble Fin.About the RoleWe are seeking a dynamic Business Development Lead whose main objective will be to enhance distribution channels and drive revenue for Fin’s global payments application.Your focus will be on identifying and securing partnerships that can elevate Fin's visibility, generate significant payment volume and revenue, and integrate Fin’s services into existing processes or offerings.The emergence of stablecoins is reshaping the payments industry, facilitating faster, more affordable, and borderless transactions. In this pivotal role, you will significantly influence the future of global financial transactions.ResponsibilitiesIdentify and evaluate high-potential partners (platforms, products, or channels) where incorporating or routing payments through Fin represents a clear advantage.Manage partner-driven distribution and revenue for Fin’s payments application, with specific targets for active accounts, payment volume, and/or revenue generated through partnerships.Initiate contact and present Fin, fostering relationships with business development, product teams, and executive leaders, and generating enthusiasm for collaboration.Structure and negotiate mutually beneficial agreements (commercial terms, incentives, success metrics) that are feasible for a growing team to support.Collaborate with product and engineering to establish clear integration pathways and ensure partnerships progress from concept to execution.Provide market and partner insights back to Fin, influencing our roadmap and go-to-market strategies with actionable feedback from the ecosystem.Qualifications3–10+ years of experience in business development, partnerships, or revenue-focused roles within fintech, payments, SaaS, or banking sectors.Proven track record of transforming partnerships into tangible distribution and revenue.Exceptional communication and negotiation skills, with the ability to build rapport and trust with stakeholders at all levels.Strong analytical skills to assess partnership potential and market dynamics.Experience working in a fast-paced, startup environment and adapting to evolving challenges.

Overview:The Client Service team at Guidepoint plays a pivotal role in connecting our clients with industry-leading subject-matter experts, enabling them to make informed business decisions. We invest time to thoroughly understand each client's specific research needs and deliver the most relevant experts, often within hours.Contribute to Guidepoint’s success.As a Client Service Associate, you will delve into your client’s unique business inquiries and identify the experts who can provide insightful answers. You will actively recruit and onboard new experts into our expansive network of over 1,750,000 Guidepoint Advisors, selecting those best suited to engage with clients. This role is particularly well-suited for recent graduates, offering an exceptional opportunity to apply essential business skills and gain exposure across various industries and disciplines.

Join our dynamic team at Oscar as a Business Development Representative in our Plus Oscar department. Oscar is revolutionizing health insurance by integrating cutting-edge technology with an unwavering commitment to member satisfaction. Founded in 2012, we strive to create a health insurance experience that feels personal and supportive, akin to having a trusted doctor in the family.Role Overview:As a Business Development Representative, you will play a pivotal role in the +Oscar team, driving top-of-funnel activities and providing essential support to the Director of Business Solutions. Your primary focus will be on our Campaign Builder platform—an intuitive tool designed for non-technical users that enables scalable, personalized outreach while automating workflows to boost growth, retention, and improve health outcomes for our members. Your responsibilities will encompass outreach, sales support, and execution of growth strategies, making you a vital contributor to our sales efforts and revenue generation.You will report directly to the Director of Business Solutions.Work Location:This role is based in our New York City office and follows a hybrid work schedule, requiring three days of in-office work each week. Thursdays are designated for team meetings and events, while the other two office days can be adjusted based on your availability. #LI-HybridCompensation Transparency:The annual base salary for this position ranges from $75,348.00 to $98,894.25. In addition to your salary, you will have access to comprehensive employee benefits, participate in Oscar's unlimited vacation program, and earn sales commissions.