Client Outreach Specialist

📋 Description

• Promote Guidepoint Insights to institutional clients (hedge funds, funds, PE).
• Increase penetration and usage of Insights across existing clients.
• Use high-touch outreach (phone, email, Bloomberg) to highlight events.
• Map client preferences (sector focus, email frequency) to deliver content.
• Build relationships with Portfolio Managers and Analysts to understand needs.
• Conduct outbound prospecting to generate new account leads.

🎯 Requirements

• Excellent communicator with high-profile clients at hedge funds, mutual funds, PE.
• Broad knowledge of the sales process from lead gen to relationship management.
• Comprehensive understanding of the institutional investment process.
• Strong relationship building skills.
• Demonstrated ability to work in a fast-paced, team-oriented entrepreneurial environment.
• Meticulous organizational skills.

🎁 Benefits

• 15 PTO days, 10 holidays, and sick days
• Comprehensive medical, dental, and vision plans
• Company matches up to 10% of contributions for 401(k) and life insurance
• Commuter benefits and corporate gym rate
• Friday happy hour and Summer Fridays
• Year-round corporate athletic league