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About the Role

The Account Manager, Financial Services is responsible for developing relationships with customers and key stakeholders to retain and grow the customer base. You will serve as the main point of contact for Financial clients, handling inbound queries, outbound engagement, relationship updates, and renewal discussions. This role requires collaboration with account executives to identify new business opportunities and expand our footprint within client accounts. You will also extract client knowledge to inform product, marketing, and sales strategies.

Responsibilities

Maximize retention rate across the book of business.
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 to prevent churn.
Forecast retention rates.
Collaborate with Account Executives to identify growth opportunities within the book of business.
Understand client business, roles, responsibilities, projects, and performance metrics to effectively communicate, identify white space, and craft compelling messaging.
Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner.
Hold Business Reviews with key stakeholders.
Plan and execute new user onboarding and training initiatives.
Conduct consistent proactive outreach with relevant material and information.
Serve as a physical presence within each client (floor walks, lunch and learns, etc.).
Act as both the advocate for AlphaSense to the client and the client advocate within AlphaSense.
Acquire value stories and product feedback from clients and circulate internally.
Allocate time effectively to work most closely with high and mid-touch accounts.

Requirements

Demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies.
Strong business acumen and commitment to effective processes and tactics.
Understand best practices for client engagement within a SaaS environment.
Set the example for grit, work ethic, initiative, enthusiasm and commitment.
Exceptional oral, written and presentation skills.
Ability to distill and explain complex issues in simple terms.

Skills

Relationship-driven
Subject matter expert
Energetic and Creative
Intellectual curiosity
Ability to learn and adapt quickly
Understanding of SaaS best practices
Exposure to AI and/or research-based products
Committed to delivering results
Strong communicator

Location

New York City

Work Type

Full-time

Experience Level

Mid-level

About the Company

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making.
Market intelligence and search built on proven AI, delivering insights that matter from content you can trust.
Universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.
Acquisition of Tegus in 2024 advances shared mission to empower professionals to make smarter decisions through AI-driven market intelligence.
Platform trusted by over 6,000 enterprise customers, including a majority of the S&P 500.
Founded in 2011, 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.
AlphaSense provides reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.