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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 inbound queries, outbound engagement, relationship updates, and renewal discussions, working with clients from Hedge Funds, Asset Managers, Investment Banks to Private Equity. You will collaborate with account executives to identify new business opportunities and expand our footprint within client accounts. Key performance indicators include retention rate and identification of growth opportunities, while also extracting 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 in order to best position the company to prevent churn
Forecast retention rates
Collaborate with Account Executives to identify growth opportunities within the book of business
Understand the ins and outs of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively communicate with users and decision makers, identify white space, and partner with AE to craft most compelling messaging to prospective users
Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor
Hold Business Reviews with key stakeholders
Plan and execute new user onboarding and training initiatives
Consistent proactive outreach with material and information that’s relevant for our user base
Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
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
Allocate time effectively to work most closely with high and mid-touch accounts

Requirements

Strong ability to develop instant rapport with new people
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 amongst your peers
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 environment
Exposure to AI and/or research-based products
Committed to delivering results
Strong communicator

Location

New York City

Work Type

Full-time

Experience Level

Account Management
Financial Services

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, 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.