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About the Role

The Financial Data Application Specialist role at AlphaSense is a new, strategic position at the intersection of sales, customer success, and technical implementation for AlphaSense’s financial data products. This role requires entrepreneurial individuals to optimize go-to-market and product strategies based on client feedback, build relationships with prospects and clients, demonstrate product value, and drive adoption. Specialists will also partner with sales, product, marketing, and leadership teams to inform future product developments.

Responsibilities

Assist sales in demos and strategic trials of AlphaSense’s financial data solutions.
Conduct trial training calls, overcoming common objections and communicating the value proposition.
Provide advanced training, customizations, and product consultations to users.
Drive adoption by building custom templates or bespoke modeling tools for customers.
Develop expertise in quantitative analysis for investment and valuation decisions.
Package use cases for utilization by sales and account management through various content formats.
Field feedback and identify product opportunities, relaying information across the organization.
Act as an escalation point for product and support teams on complex customer scenarios, particularly with Excel Add-ins.
Manage and resolve challenges related to integrating modeling solutions into client workflows.

Requirements

Client-facing professional with superior ability to develop and maintain relationships.
Positive and proactive personality.
Finance background with a desire for client-facing engagement with senior buyside professionals.
Commitment to becoming a Subject Matter Expert (SME) for financial data across industries, personas, and verticals.
Passion for technology and capital markets.
Excellent 360-degree communication and collaboration skills.
Ability to distill and explain complex issues in simple terms.
Genuine interest in learning how AlphaSense tools contribute to client processes and identifying solutions for client needs.
Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture.
Strong time management and task prioritization skills.
Independent problem-solver, making multiple efforts to solve problems before escalating.
Comfortable working in ambiguity and adaptable to drive customer happiness.
Familiarity with the institutional investor landscape, financial markets, and investment research.
Strong Excel abilities.
Experience with VBA in Excel workbooks is a plus.
Excellent communication skills to manage relationships with high-profile fund managers and junior analysts.

Skills

Financial data products
Sales support
Customer success
Technical implementation
Quantitative analysis
Investment decisions
Valuation decisions
Excel
VBA
Communication
Collaboration
Problem-solving
Time management
Task prioritization

Location

New York City

Work Type

Full-time

Experience Level

2-4 years of relevant experience

Education Level

Bachelor's degree in Economics/Finance/Accounting
CFA

About the Company

AlphaSense provides market intelligence and search powered by AI, delivering insights from a vast universe of public and private content including equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.
The acquisition of Tegus in 2024 advances the mission to empower professionals with AI-driven market intelligence.
AlphaSense and Tegus offer complementary product and content capabilities for comprehensive insights.
Trusted by over 6,000 enterprise customers, including a majority of the S&P 500.
Founded in 2011, headquartered in New York City with over 2,000 employees globally.
Offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.

Equal Opportunity

AlphaSense is an equal-opportunity employer 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 with protected disabilities as required by applicable laws.