Operations Team Lead - Billing & Marketing - Insights

GUIDEPOINT INSIGHTS BUSINESS OVERVIEW

The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals.  Visit Insights team biographies at https://www.guidepoint.com/insights/#team

GUIDEPOINT INSIGHTS OPERATIONS TEAM

Guidepoint Insights Operations team comprises of billing, sales and marketing support team. The team plays a pivotal role in ensuring that all our content reaches the right audience in a timely manner. In addition, it ensures clients have been correctly billed in a timely manner.

This team works closely with the Chief Commercial Officer at Guidepoint Insights based in New York. 

Job Title – Operations Team Lead (Billing & Marketing) - Insights 

Job Location – Mumbai (BKC)

Job Type – Full time - Hybrid

WHAT YOU’LL DO:

• Manage a team of operations associates focused on providing billing and marketing support to the Insights product
• Lead by example – the Team Lead is not just a manager, they do the work and are responsible for the assigned tasks
• Marketing tasks:
• Create and maintain relevant client lists for push marketing of upcoming events and transcripts
• Continuously monitor client requests to ensure clients receive relevant content
• Ensure that all new clients are onboarded with appropriate tags and added to the correct marketing lists
• Review Insights content on a daily basis and share it with relevant clients
• Update client preferences in CRM and ensure they are accurate
• Billing tasks:
• Ensure client usage is billed accurately and timely per contract terms to prevent revenue leakage and maximize collections
• Reconcile daily client activity with billing reports and contract specifications
• Work cross-functionally with sales, operations and technical teams to correct discrepancies and address root cause of errors
• Interact with internal stakeholders including marketing, sales and content team
• Assist with special projects on an as needed basis

WHAT YOU HAVE:

• Minimum 4 years Sales/ Marketing/ Accounting Experience required
• High attention to detail
• Ability to work independently
• Strong research skills
• Familiarity with CRM databases
• Fluency in English is mandatory
• Ability to prioritize tasks and meet communicated deadlines

WHAT WE HAVE:

• Competitive compensation
• Employee medical coverage
• Central office location
• Entrepreneurial environment, autonomy, and fast decisions
• Casual work environment

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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