IM Team Lead, Client Management (MST/PST Time Zones Remote, PHX/TEMPE Hybrid preferred)

About Us

At VISASQ/COLEMAN, we connect businesses with hard-to-find expertise through our extensive global network of subject matter experts. VISASQ/COLEMAN is a partnership formed by VisasQ Inc., Asia's leading expert network and the only publicly traded company in our field. Through VisasQ’s merger with Coleman Research, a trusted expert service provider with over 20 years of experience, VISASQ/COLEMAN offers tailored consulting solutions for consulting firms, asset management funds, and corporations seeking primary research insights.

Our mission is to eliminate barriers to knowledge by facilitating direct exchanges of critical insights across industries. We take pride in utilizing our comprehensive internal database of qualified experts, along with our ability to custom recruit specialists for each project, ensuring our clients receive timely and relevant information to inform their decision-making processes.

With offices in Phoenix, Raleigh, New York, London, Reading, Hong Kong, Singapore, and Japan, we empower our clients to navigate complex markets and gain a competitive edge. Join us in revolutionizing informed decision-making by transforming how businesses access expert insights.

For more information, visit our website.

Opportunity:

VISASQ/COLEMAN is looking for candidates with a background at an Expert Network or Primary Research firm to join our Investment Management Client Management Team as a Team Lead. Our ideal candidate would be based in the Phoenix/Tempe area or be open to future relocation but we also welcome remote applicants.  

As a VISASQ/COLEMAN Team Lead, you will be the primary point of contact for your assigned clients and will be principally responsible for the success and revenue growth of that book of business. In this role, you will interact with our global client base, both at the user and business contact levels, as well as manage a team of Client Associates.

Responsibilities:

In this role, you will be responsible for two core aspects:

Client Management

• Create and execute the commercial plan for assigned book of business, responsible for team P&L.
• Develop and document deep knowledge of client’s business strategy, people, holdings, investment approach and industry focus to maximize relationship
• Effectively solicit new projects and actively cross-sell Coleman’s full product suite
• Create detailed client maps of users and potential users to identify additional sales opportunities
• Determine areas of growth and opportunity and create associated strategies

People Management

• Recruit, manage and motivate a team of Client Associates
• Develop Client Associates’ ability to lead client engagement workflows, including project intake, end-to-end project delivery, and project solicitation
• Manage team members to achieve specific performance metrics related to revenue generation, call production, and recruiting of new experts
• Develop senior team members to be prepared to take on the Team Lead role in the future

Requirements:

• Bachelor’s degree and previous expert networking, primary research, or financial services experience required
• 3-5 years account management experience required, including managing a sizable book of business and acting as a client advocate
• Prior experience in Private Equity/Consulting/or Buy Side Asset Management strongly preferred
• Able to motivate, lead, empower and delegate to a team; prior people management experience preferred
• Communicates confidently with peers, management and across departments
• Demonstrates credibility and financial markets expertise
• Mastery of account management tools, LinkedIn and Microsoft PowerBI

The above job description is not intended to be all-encompassing; rather, it provides a general description of the types of duties Team Lead can be expected to perform. The nature of the expert network industry allows for a variance in day-to-day tasks as Team Leads respond to ever-changing business needs. The types of tasks performed, and the amount of time spent on certain tasks will vary according to business needs.

 

Why Join Us?

At VISASQ/COLEMAN, we are committed to your professional growth and success. Our employees are our most valuable assets, which is why we offer:

• Competitive Salary & Bonuses: Benefit from a rewarding compensation package that includes performance-based bonuses, which may be awarded on quarterly or annual basis, depending on your role.
• Excellent Health Benefits: We cover 85% of insurance premiums, and if you opt for a qualifying HDHP, we offer employer HSA contributions.
• 401K Contributions: Planning for your future? We’ve got you covered!
• Flexible Working Environment: Choose between working in the office or remotely 50/50 with our hybrid work policy.
• Generous Time Off: Enjoy Responsible Paid Time Off, 7 sick days, and observe 12 holidays off.
• Parental Leave: Take time off to support and bond with your growing family, ensuring new parents have the opportunity to adjust to their new roles.
• Ongoing Learning and Development: Our training aligns with our core values, ensuring you have the resources and skills to excel throughout your career.
• Team Engagement: Participate in regular team outings and social events, and receive tenure gifts to celebrate your journey with us.
• Employer Provided Technology: All necessary technology will be provided to facilitate your work.
• Corporate Social Responsibility Days: Take the opportunity to give back to your community during paid service days.

As a Team Lead, you will have the opportunity to launch your career in the rapidly growing market research industry, where your success is our primary focus. At VISASQ/COLEMAN, we are committed to seeing you thrive and supporting your professional development with mentorship programs and continuous learning opportunities. Our open and collaborative environment ensures every voice is heard as we work together to make insightful connections possible.

Become a part of our dynamic team and build a better future—one insightful connection at a time!

A Team Leads salary compensates them for all hours worked, which may vary from week to week. Team Leads carry an FLSA-exempt status and are not eligible for overtime pay.

Equal Opportunity Employer:

At VISASQ/COLEMAN, we pride ourselves on being an equal opportunity employer. Please note that all Coleman employees are required to sign the Company's standard non-compete agreement as part of the employment condition.