Manager, Client Service

Who We Are:

The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours.

Reporting to the Senior Vice President, Client Service, the Team Lead, Client Service will be responsible for managing the performance and quality of a team of Research Project Managers and Associates. This role involves overseeing compliance, providing training and mentoring, managing research development, and supporting staffing and relationship management efforts. The ideal candidate will possess strong leadership skills, an in-depth understanding of compliance protocols, and the ability to drive team performance and client satisfaction.

What You Will Own:

• Oversee the performance and quality assurance of all Research Project Managers and Associates on the team
• Conduct regular individual meetings with team members to review project progress and performance against goals
• Train team members on best practices in research, communication, service, and compliance
• Ensure compliance with company policies and client-specific protocols, and address any breaches
• Manage the day-to-day commercial decisions related to advisor recruitment and rate negotiations
• Identify and evaluate new research resources, and supervise their utilization by the team
• Work with HR to interview, hire, and oversee the career development of team members
• Conduct disciplinary procedures and performance reviews, ensuring alignment with company policies
• Collaborate with Research Managers to conduct account reviews, analyze profitability, and develop strategic goals
• Represent the company in managing the implementation of policies and decisions, and support senior management in decision-making processes

Experience You Will Bring:

• Bachelor’s degree in Business Administration, or equivalent
• Extensive experience in Client Service or Project Management, with at least 4 years in a managerial role. Prior experience in Expert Network or Consulting would be a plus
• Strong understanding of compliance policies and procedures within the industry
• Excellent leadership and team management skills, with a focus on coaching and development
• Proven ability to manage multiple projects and meet deadlines in a fast-paced environment
• Strong analytical and problem-solving abilities
• Excellent spoken and written English communication and interpersonal skills
• Experience with CRM systems and client service software
• Ability to work collaboratively with internal departments and senior management
• High level of professionalism, integrity, and confidentiality in handling sensitive matters

What We Offer:

• Competitive compensation
• Group medical insurance coverage and dental benefits
• Gym benefits
• Casual, multicultural work environment
• Central office location

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 1.5 million experts and Guidepoint’s 1,300 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 powerful.

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.

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