Senior Project Manager, Institutional (资深项目经理，金融机构类客户)

About Guidepoint

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.

Backed by a network of nearly 2 million experts, and Guidepoint’s 1,600 employees worldwide we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more

Responsibilities

• Manage and retain existing strategic client accounts
• Provide excellent customer service
• Build long lasting relationships with key users
• Act as an extension of clients’ research teams
• Grow client accounts
• Achieve growth targets on accounts
• Penetrate userbase
• Contact clients to obtain new projects

Push events, teleconferences or new advisors

• Wherever possible convert Trials to full clients through excellent service during trial period
• Display a strong understanding of client requests and processes.
• Communicate scope of project to assigned junior project managers / associates (if applicable)

Execute and complete projects within discussed timeline

• Properly qualify advisors before sending bios to clients / send unvetted advisors when required
• Promptly close out projects when finished (and keep status icons on projects up to date)
• Consistently gather client feedback for quality control, service improvement ideas, and to determine if more work is needed
• Be cost effective – monitor hourly rate, minimize prep time payments and negotiate appropriately with Advisors
• Inform Team Lead of difficult projects taking longer than 48 hrs
• Build long lasting relationships with clients to encourage new and repeat business opportunities. Proactively ask for referrals
• Engage new users through invitations to events, proactive push, periodic phone calls, meetings, etc. (multiple users increases client stickiness)
• Work with Sales/Client Growth to keep abreast of status of client and any updates to contract/usage
• Interact with sales to onboard new clients and educate them on our service and offerings
• Research and know the client: obtain client coverage list and/or holdings list if at all possible
• Develop Account Plan by mapping out steps to grow the account over time
• Handle client issues in a timely manner (alert Team Lead of any major problems that arise)
• Monitor client activity monthly: research any drop-offs in usage and find ways to increase usage
• Attend and participate in meetings or calls with clients as requested by sales or Vertical Director
• Actively participate in Trials when possible

Advisor Management

• Liaise with Associates to custom recruit for projects as needed
• Develop relationship with industry advisors (often leads to referrals, and timely follow-up)

Edit profiles before sending to client (if necessary)

• Record newly uncovered advisor information or expertise in Advisor profiles
• Respond promptly to advisor responses, queries, problems, etc.
• Follow Advisor Rate Change guidelines
• Keep eye out for new recruiting ideas or new recruiting resources
• Push/Sales
• Work closely with Sales/Client Growth to conduct regular account reviews, analyze account profitability and develop and execute on strategic account goals
• Attend client meetings (both current clients and prospects)
• Proactively notify clients of advisors that they might want to speak with
• Work with sales to determine who pushes events/teleconferences
• Market/communicate all product offerings to client (surveys, events, etc) on a regular basis
• Identify idle users and develop engagement plan

Training, Evaluation, Staffing

• Provide ad-hoc training sessions for the rest of the team when required
• Contribute to the development of training materials when needed
• Share best practices with team members

Know and follow compliance procedures

• Be knowledgeable of and follow any client-specific compliance procedures
• Screen request for compliance “red flags” and communicate them to Guidepoint Counsel
• Understand and explain Guidepoint Advisor T&C when necessary
• Communicate any other issues to GPG counsel

Requirements

• Bachelor’s degree or above
• 3–5 years of relevant experience in account management, client services, or project delivery, preferably within expert networks, consulting, research, or professional services, with a proven ability to thrive in fast
• paced, deadline
• driven environments
• while managing multiple high
• touch client relationships simultaneously.
• Team management experience
• has led a team of at least 3 members, with demonstrated ability in training, mentoring, and people development.

Preferred

• in Business, Finance, Economics, Communications, or a related field.