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About the Role

We are looking for a high-impact Account Director to lead and expand our most critical relationships within the Financial Services sector. You are responsible for the long-term vision and commercial health of a concentrated book of Enterprise accounts. In this role, you won’t just manage accounts; you will be the lead architect for AlphaSense’s growth within the world’s most sophisticated investment banks, asset managers, and hedge funds. You will manage a portfolio of Strategic Financial Accounts, working closely with end users and decision makers, including C-suite executives, key decision makers and end users, who rely on AlphaSense to gain a competitive edge in the markets. Success in this role is fundamentally measured by your ability to protect and expand revenue; as such, you will carry specific targets and quotas tied to Gross Dollar Retention (GDR) and Net Dollar Retention (NDR) to accelerate growth. While retention and growth remain core metrics, the impact of an Account Director extends well beyond traditional KPIs. By deeply understanding client needs and workflows, Account Directors bring high-value insight back to product, marketing, and sales teams to shape strategy, messaging, and execution across the business.

Responsibilities

Accurately forecast and deliver on retention and aggressive expansion targets to maximize Gross Revenue Retention (GRR) and Net Revenue Retention (NRR).
Increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals.
Identify revenue at risk in order to best position the company to prevent churn.
Partner with the global sales team and customer success managers to help execute a strategic client growth plan for your book of accounts across a shared revenue target.
Understand the ins and outs of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively: 1) communicate with users, 2) communicate with decision makers, 3) identify white space, 4) partner with AEs to craft the most compelling messaging to prospective users.
Transition AlphaSense from a vendor to a strategic business partner by cultivating a network of champions and executive sponsors across the C-Suite and Investment Committees.
Lead Quarterly Business Reviews (QBRs) and customer meetings that focus on ROI, business impact, and long-term roadmap alignment.
Plan and execute new user onboarding and training initiatives.
Consistent proactive, value-added outreach campaigns that leverage market-relevant insights to keep stakeholders engaged and informed of our product.
Travel frequently to major financial hubs to meet with end users, lead in-person executive briefings and quarterly business reviews.
Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense.
Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts.

Requirements

Proven track record of converting users into champions and moving fluidly between users and the C-Suite to align with their top-level business mandates.
Master of internal navigation.
Strategically deploy company resources and subject matter experts to deliver maximum value to your clients.
Strong business acumen and commitment to effective processes and tactics.
Ability to learn and adapt quickly.
Ability to pivot seamlessly between deep-dive technical discussions with functional leads and high-level strategic consultations with C-suite executives, tailoring your value proposition to meet the unique priorities of every stakeholder.
Understand best practices for client engagement within a SaaS environment.
Understand the "Land and Expand" lifecycle within a SaaS ecosystem and can identify high-value integration points—such as API usage or enterprise-wide deployments—that transform our software from a line-item expense into a mission-critical utility.
Set the example for grit, work ethic, initiative, enthusiasm and commitment amongst your peers.
Possess an owner’s mindset, taking full accountability for the health and expansion of your portfolio.
Exceptional oral, written and presentation skills.
Equally comfortable leading formal business reviews with executive stakeholders as you are providing streamlined, high-level updates that drive strategic alignment across an organization.

Skills

Account Management
Relationship Management
Business Acumen
SaaS
Sales
Client Engagement
Forecasting
Revenue Retention
Revenue Expansion
Product Adoption
Churn Prevention
Client Growth Planning
Client Communication
Strategic Planning
Executive Briefings
Onboarding
Training
Product Feedback
Product Development
Marketing
Sales Efforts

Location

New York City

Work Type

Full-time

Experience Level

Account Director

Salary/Compensations

$123,000—$154,000 USD

Benefits

Performance-based bonus
Equity
Generous benefits program

About the Company

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.
The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500.
Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.

Equal Opportunity

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.
In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.