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

> Onsite · China · Manager · Other · open. Source: https://alderhq.app/jobs/greenhouse%3Aguidepoint%3A8710438002 (read 2026-11-06).

## Facts (observed)

- Company: [Guidepoint](https://alderhq.app/companies/guidepoint)
- Location text: Shanghai Shi, China; Shanghai
- Where it can be done from (inferred): Onsite · China (evidence: "Location: Shanghai Shi, China; Shanghai")
- Posted: 2026-11-04 (2 days ago)
- First seen by alder: 2026-11-06 · last verified: 2026-11-06
- Reposted: 0 times · edited: 0 times
- Apply on the employer's site: https://job-boards.greenhouse.io/guidepoint/jobs/8710438002

## Pay and sponsorship

- Posted pay: not posted

## Description (the employer's text)

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

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Data: alder (https://alderhq.app). Cite https://alderhq.app/jobs/greenhouse%3Aguidepoint%3A8710438002 and the date you read it. Observed facts come from the employer's own listing; location reach, level, family and skills are inferences.