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About the Role

As a Customer Success Manager focused on Financial Services, you will play a critical role in driving product adoption and delivering ongoing value to our clients. You will work closely with the wider account team to positively impact net retention by engaging directly with clients, understanding their workflows, challenges, and goals, and bridging the gap between our technology and their specific needs.

Responsibilities

• Collaborate with Account Managers and the account management team to ensure alignment of account strategies and goals.
• Use internal data tools to monitor client engagement, identify opportunities to showcase value, and strengthen platform adoption.
• Proactively seek growth opportunities and detect early signs of churn risk to support retention and long-term account success.
• Conduct targeted discovery into clients' unique research workflows and painpoints to help them effectively leverage AlphaSense for their bespoke use cases.
• Seek out and develop new and emerging use cases with clients as AlphaSense’s capabilities evolve.
• Engage directly with investment professionals to understand their pressing challenges and goals.
• Deliver white glove service that puts clients' needs first, building trust and credibility.
• Translate client feedback and proactively share product & content improvements/enhancement requests internally.

Requirements

• Minimum 2 years of work experience in a high growth fintech/SaaS firm in one of sales, client success, product, or a related client-facing or investment role within the Financial Services industry.
• High aptitude and willingness to learn.
• Outstanding oral, written, and presentation skills.
• Effective attention to detail, time management, and task prioritization, even when under pressure.
• Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture.
• Empathetic, curious minded, client-centric.

Skills

• Financial Services Expertise
• Curiosity About Generative AI in Financial Services
• Executive Presence & Strong Presentation Skills
• High-Impact, Ownership Mindset
• Consultative Approach
• Team Player
• Collaboration & Influence
• Proactive Mindset

Location

• New York City

Work Type

• Full-time

Experience Level

• 2+ years

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.
• The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence.
• Platform is 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.
• 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.