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Senior Account Manager - Financial Services

GuidepointBoston, Massachusetts, United States
Hybrid Full-time $100K/yr - $120K/yr

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Experience Level

Mid to Senior

Qualifications

3-5 years of experience in account management, relationship management, or consultative sales. Proven track record in managing renewals and negotiating contracts. Demonstrated success in driving upsell and cross-sell revenue initiatives. Experience managing mid-sized to large B2B client portfolios. Strong executive presence with the ability to build relationships at the C-level. Comfortable conducting in-person client meetings. Commercially minded, proactive, and highly accountable.

About the job

Guidepoint is seeking a Senior Account Manager - Financial Services to join its Institutional Client Service team in Boston. This hybrid role centers on supporting clients in the financial sector, including hedge funds, mutual funds, and private equity firms. The position focuses on strengthening client relationships and ensuring clients fully benefit from Guidepoint’s subscription-based research services.

What you will do

  • Manage a portfolio of established client accounts, working to retain and expand these long-term relationships.
  • Lead contract renewals, handle pricing discussions, and navigate complex commercial negotiations.
  • Identify and pursue opportunities for upselling, cross-selling, and expanding service packages within current accounts.
  • Engage directly with clients both in person and virtually to build and deepen executive-level connections.
  • Find and onboard new users within client organizations.
  • Work with service leadership to design strategies for account growth and revenue planning.
  • Monitor usage trends and address risks related to client retention.
  • Act as the senior escalation point for high-level client issues and discussions.
  • Collaborate with client service teams to ensure smooth delivery and high satisfaction.

Requirements

  • 3-5 years of experience in account management, relationship management, or consultative sales.
  • Proven track record managing renewals and negotiating contracts.
  • Experience driving upsell and cross-sell revenue.
  • Background managing mid-sized to large B2B client portfolios.
  • Strong executive presence and ability to build C-level relationships.
  • Comfortable with in-person client meetings.
  • Commercially focused, proactive, and accountable.

Compensation

Annual base salary ranges from $100,000 to $120,000. This position is also eligible for an annual performance-based bonus.

About Guidepoint

Guidepoint is a leading expert network firm, connecting businesses with industry experts to facilitate informed decision-making. Our Client Service teams are committed to providing tailored solutions that empower our clients to achieve their goals and enhance their business strategies.

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