Senior Customer Success Manager, Capital Markets

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

⏱ Part Time

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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Guideline

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2015

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $200M Series E - Guideline on 2021-06

Consulting • Insurance • Finance

Guideline is a provider of employer retirement plan services and online platform that delivers automated 401(k) plan administration, recordkeeping, and guided investment portfolios. It offers investment advisory services through Guideline Investments, an SEC-registered adviser, and integrates tightly with payroll systems (notably Gusto) to automate deductions, contributions, compliance, and reporting. The company targets employers with a self-serve SaaS portal and B2B offerings to simplify retirement benefits for small and mid-sized businesses.

📋 Description

• Own the end-to-end client relationship across research, data strategy, and procurement stakeholders • Drive adoption, sustained data consumption, best practices, and satisfaction with Guideline solutions • Build and nurture long-term relationships with analysts, portfolio managers, quantitative researchers, data strategy teams, and compliance • Own client renewals and proactively manage timelines against research and data budget cycles • Grow accounts through additional users, datasets, history, adjacent teams, and strategies • Drive client satisfaction and identify opportunities to expand data coverage • Develop and implement tailored success plans for each client • Track client health signals, including data consumption, engagement, 13F analysis, and stakeholder coverage • Collaborate with sales, product, data engineering, legal, and compliance teams to resolve data delivery and licensing obstacles • Identify capital markets product expansion opportunities and help shape the roadmap • Guide clients through evaluation and onboarding, including data dictionaries, methodology, sample deliveries, backtests, and proofs of concept • Conduct consultations, demos, onboarding sessions, trainings, and Quarterly Business Reviews • Educate analysts and researchers on data structure, coverage, and methodology • Stay informed about Guideline’s product roadmap, advertising market, and alternative data industry developments

🎯 Requirements

• Minimum of 5-8 years of experience in a client-facing role, preferably in customer success, account management, client-facing research, or consulting for market data, alternative data, or B2B SaaS • Prior experience serving capital markets clients — hedge funds, mutual funds, private equity • Familiarity with how investment teams source, evaluate, and operationalize alternative data strongly preferred • Knowledge of the advertising and media intelligence landscape is a plus • Growth-oriented mindset • Critical thinking and a solution-oriented mindset • Ability to identify and act on opportunities for improvement in process, data usage, client engagement, and cross-functional collaboration • Comfort navigating technical and quantitative conversations • Excellent written and verbal communication skills, including ability to translate methodology and data limitations clearly for a sophisticated, skeptical audience • Highly organized and responsive to customer needs and internal teams • Curiosity and eagerness to learn, explore, and teach others • Exceptional relationship-building skills with empathy for client pain points and dedication to resolving issues effectively • Demonstrated ability to manage competing priorities with a sense of urgency while maintaining professionalism and accuracy • Working knowledge of compliance considerations governing alternative data in capital markets, including MNPI, personal data, web-sourced data, permitted-use and licensing restrictions • Judgment to know when to involve legal and compliance • Proficiency in Excel, PowerPoint, and Salesforce • Experience with Jira, Gong, and market data, alternative data, or advertising intelligence platforms preferred • Bachelor’s degree in finance, economics, business, communications, information technology, or related field preferred