Client Services Associate

About Capvision

We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting and in-person/remote conferences.

Start Date January, February, March 2025

Why Join Us?

A career in our Research practice will provide you the opportunity to help institutional investors and management consultants discover new insights and make cutting edge business decisions by connecting them with industry subject matter experts for 1-1 discussions. As part of our team, you will develop a deep understanding of a client's underlying research interest and build a knowledge base of multiple industries.

No two days are the same at Capvision. At one moment you will be assisting a hedge fund's research into the European airlines market by recruiting an industry expert in the space. At the next you will be working alongside a global management consulting firm and speaking to a former c-suite executive from a Fortune 10 company who can provide insights into the United States eCommerce and Grocery Delivery space.

Does this sound interesting to you?

Project Manager, Client Services - Job Responsibilities

• PMs are key project managers, responsible for end to end project management, delegating tasks to team members, and directing client communications
• PMs are key decision-makers in expert selection, driving success through understanding client pain points, conducting cursory industry research, formulating and executing on sourcing strategies, and delivery of qualified experts, advisors, and consultants to influence client research
• Ensure team members are contributing to projects and achieving key measurable project-based goals
• Directly contribute to strategy and company growth through building and managing client relationships and training junior team members
• Collaborate with Account Management, Sales, Compliance, and International teams to ensure client engagement growth
• You will lead the charge in developing screening criteria and questions, as well as sourcing strategies to deliver qualified consultants, experts, and advisors to clients, based on client briefs and instructions
• Capvision PMs exercise discretion and independent judgment with respect to matters of significance and have direct impact on business operations of Capvision, Capvision Experts, and Capvision Clients
• PMs will work directly with Capvision Experts and have autonomy to negotiate and settle expert consultation rates

Qualifications

• Strong academic background gained in any undergraduate degree
• 8 months - 2 years of working experience in business development, sales, account management, agency recruiting, or consulting
• Fluent in English. Fluency in additional languages is a strong plus
• Direct experience in stakeholder management with junior team members
• Ability to flourish in a KPI driven environment
• Excellent interpersonal, written, and verbal communication skills
• Strong time management skills and ability to set own schedule without falling behind on tasks
• Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively
• Ability to thrive in a collaborative, team environment
• An energetic self-starter with an entrepreneurial mindset who can learn quickly and actively seeks out new business opportunities
• Openness to being mentored and given constructive feedback
• Mature, professional, self-assured, presentable, humble, confident are just a few of the words to describe successful PM
• Eligible to work in the US, including F-1 visa holders with Optional Practical Training (OPT) status of at least 2 years

Benefits Compensation

• Competitive compensation and bonus program, commensurate with your experience level. Base salary of $70,000 and an annual bonus target of $14,000 (paid monthly and uncapped!) - All in first year target compensation of $87,000 with an uncapped bonus potential
• Very fast paced and motivated culture
• Great office, colleagues, and growth culture!
• Paid vacation, sick days, and company holidays
• Healthcare, vision, and dental plans
• Tax-free commuter benefits program
• Monday breakfast, weekly happy hours and events, free snacks and coffee/tea
• Mobile phone reimbursement (Annual $600)
• Monthly commuting stipend (Annual $1,200)
• Company sponsored meal plan - FREE lunch ($1,200 value)
• 401K plan – 3% contribution
• Online Mental Health Therapy
• Gynecology and Family-building Care