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Capvision

Global expert network delivering consultations.

Manager / Senior Manager - Client Services

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A Bachelor's degree is required.
  • At least 1.5 years of experience within an expert network or primary research firm is required; directly relevant client-side experience may also be considered.
  • A proven track record of delivering exceptional client service in a fast-paced, deadline-driven environment is required.
  • The candidate must be able to coach, mentor, and develop junior team members while driving accountability and performance.
  • The candidate must have strong interpersonal, written, and verbal communication skills.
  • The candidate must have strong organizational and time management skills and be able to manage multiple concurrent projects and competing priorities.
  • The candidate must be able to thrive in a high-growth environment where priorities evolve quickly.
  • The candidate must be a collaborative leader who leads by example, takes ownership, and thrives in a high-performance, entrepreneurial culture.
  • Professional fluency in English is required.
  • The candidate must be authorized to work in the United States.
  • For the Consulting Practice, direct experience supporting Tier 1 or Tier 2 global management consulting firms on commercial due diligence, growth strategy, market assessments, operational improvement, or similar engagements is required.
  • For the Consulting Practice, the candidate must understand the pace, service expectations, and relationship management required to support consulting clients.
  • For the Financial Institutions Practice, direct experience supporting private equity, venture capital, hedge funds, mutual funds, asset managers, sovereign wealth funds, or investment banks is required.
  • For the Financial Institutions Practice, experience executing projects related to investment diligence, portfolio monitoring, public equities, private markets, or thematic research is required.
  • For the Healthcare & Life Sciences Practice, direct experience supporting healthcare and life sciences clients, including pharmaceutical, biotechnology, medical device, healthcare services, diagnostics, or digital health organizations is required.
  • For the Healthcare & Life Sciences Practice, familiarity with commercial strategy, product launches, clinical development, market access, competitive intelligence, or healthcare investment research is required.

Responsibilities

  • Own a portfolio of strategic client relationships, ensuring exceptional service delivery while driving long-term account growth and client satisfaction.
  • Lead, coach, and develop a high-performing team of associates, fostering a culture of accountability, collaboration, and continuous improvement.
  • Serve as a cultural ambassador by leading by example and demonstrating a competitive mindset, drive, and commitment to results.
  • Partner directly with management consulting firms, institutional investors, and healthcare and life sciences organizations to execute complex, time-sensitive research engagements.
  • Identify, recruit, and engage senior industry experts to deliver high-quality insights across industries and business topics.
  • Monitor team performance, coach against key metrics, and ensure individual and team goals are achieved.
  • Identify opportunities to improve workflows, client experience, and operational efficiency, and implement meaningful improvements.
  • Work cross-functionally with Sales, Account Management, Compliance, Recruiting, and International teams to deliver seamless client experiences and support company growth.
  • Contribute ideas, challenge existing processes, and help build scalable solutions as the company expands globally.
  • Support clients and engage industry experts across global markets, including occasional work outside standard business hours as project needs require.

Desired Qualifications

  • Additional languages are a plus.

About the Company

Capvision

Global expert network delivering consultations.

Capvision operates an expert knowledge services network that connects clients with industry professionals for fast, accurate insights through consultations, surveys, conference calls, transcripts, and customized research. It screens and recruits top talent and uses a proprietary CRM to match each client’s needs, coordinating consultations and delivering written or recorded results. Its network is the largest established expert network in Asia and is growing rapidly in the United States, backed by founders with professional services experience. Its goal is to help clients outperform competitors by providing scalable, high-quality expert knowledge quickly and reliably.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, New York
Founded
2006

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