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

Overview:

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

What You Will Own:

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

Key Responsibilities

Project Management

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

Client Management

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

Interview candidates as needed

Contribute to the development of training materials when needed

Share best practices with team members

Compliance

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

Experience You Will Bring:

Bachelor’s degree or above in Business, Finance, Economics, Communications, or a related field.

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.

End ‑ to ‑ end project management – hands ‑ on experience in scoping, execution, timeline management, and quality control throughout the full project lifecycle.

Cross ‑ functional collaboration – proven track record of working with sales/business development teams to onboard new clients, conduct regular account reviews, and execute strategic growth plans.

Skills You Will Bring:

Strategic & Analytical Acumen – translate big ‑ picture goals into actionable engagement plans, interpret usage data, spot trends, and proactively address declining activity.

Client Relationship & Communication – build trust and rapport with key accounts, becoming their go ‑ to resource;

Commercial Savvy – identify revenue ‑ growth levers, and maintain cost efficiency

Resilience & Problem ‑ Solving – remain composed under pressure, effectively handle client escalations and complex project hurdles with sound judgment.

Collaborative Spirit – work seamlessly across internal teams

Integrity & Compliance Awareness – instinctively recognize sensitive issues or any potential risk and adhere to protocols with minimal supervision.

What We Offer:

14 annual leave days (PTO Days), 13 legal holidays, and 7 full paid sick days

Social insurances and housing fund

Shanghai CBD location, Bund Center with line 10 and line 14 metro

Free snacks and beverages in the office, including free coffee

Competitive salary depending on experience.

Casual work environment,

Monthly birthday celebration, team building, and other social events

Entrepreneurial environment, autonomy, and fast decisions

International exposure to the global Guidepoint service teams

Summer and winter team events

About Guidepoint:

Guidepoint powers end-to-end research workflows for the world’s best research teams.

Backed by a global network of more than 2 million experts and over 1,600 employees , Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.

At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.

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