AlphaSense
Account Manager, Financial Services
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AlphaSense: Your Intelligent Search Platform for Data-Driven Decision-Making
About AlphaSense
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 unstructured and structured content includes:
- Equity research
- Company filings
- Event transcripts
- Expert calls
- News
- Trade journals
- Clients’ proprietary research
The acquisition of Tegus by AlphaSense in 2024 further fortified our commitment to AI-driven market intelligence, merging complementary capabilities to offer deeper insights across thousands of content sources.
Trusted by over 6,000 enterprise customers—including the majority of S&P 500 firms—AlphaSense was founded in 2011 with headquarters in New York City and a global team exceeding 2,000 employees. Our company expands across six continents, with offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come be part of our growth!
About the Customer Success Team
The Customer Success team combines Product Specialist roles (highly trained product experts) and Account Managers who deliver strategic guidance to a diverse client base, spanning:
- Fortune 1000 enterprises
- Major financial institutions
As value-added business partners, we prioritize deep customer engagement:
- Consultative approach to problem-solving
- Ownership of retention, product adoption and commercial expansion
- Direct collaboration with Sales to identify upsell/expansion opportunities
Our mission is to ensure clients have the right data—when they need it—to make informed decisions.
The Role: Account Manager, Financial Services
Primary Purpose
Detect, retain, and grow our portfolio within the Financial Services sector, including:
- Hedge Funds
- Asset Managers
- Investment Banks
- Private Equity
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You’ll be the single point of contact for:
- Inbound/outbound client engagement
- Relationship updates
- Renewal discussions
- Cross-sell opportunities (with Account Executives)
Core Responsibilities
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Deliver exceptional client relationships
- Centrale your role as both the client advocate and AlphaSense champion
- Foster trust by being proactive, consultative and client-focused
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Boost product adoption and retention
- Achieve high-consumption rates and prevent churn
- Analyze risk factors to proactively mitigate churn
- Exceed revenue targets through upsell/cross-sell strategies
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Expand within existing accounts
- Drive multi-unit adoption to uncover growth opportunities
- Align with Account Executives to identify upsell Ale perfects strategies
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Extract client intelligence
- Distill lessons from client engagement to feed into product, marketing and sales teams
- Turn insights into strategic value (positioning, messaging, training improvements)
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Drive business partnerships, not vendor relationships
- Position AlphaSense as a strategic partner
- Communicate value to users at every level (analysts → executives)
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Onboarding & training
- Design and run new user onboarding
- Launch training programs and acest education
- Provide post-launch support
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Internal & external communications
- Facilitate Bi-annual Business Review meetings
- Share marketing assets/material tailored to key personas
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Engage strategically
- Proactive content delivery (emails, workshops, etc.)
- In-person activities: including floor walks, lunch-and-learns
Who You Are (Ideal Candidate Profile)
- Relationship-driven
- Proven track record building rapport—tested in Fortune 1000 or Financial Services
- Ability to foster long-term, mutually beneficial relationships
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Subject-matter expert
- Passion and know-how in SaaS, client engagement, or AI-driven tools
- Expertise in B2B SaaS with preference for experience in research-driven products
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Energized and agile
- Curiosity and willingness to learn in a fast-changing environment
- Thrives in intellectual challenges
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Results-oriented
- Demonstrated ability to set stretch-goals, drive accountability, and deliver
- Model behavior in work ethic, grit, and leadership
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Exceptional communicator
- Clarity for diverse audiences (from analysts to CEOs)
- Superior inter-collateral oral/written/presentation narrative skills
What You’ll Do (Key Focus Areas)
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Maximize account retention through true ownership
- Internalize customer needs to align churn-prevention strategies
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Full-cycle client life cycle management
- Engage users and stakeholders consistently
- Forecast and articulate retention metrics
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Point person for Financial Services ecosystem
- Expert knowledge of capital markets, private markets, public equity
- Ability to contextualize AlphaSense value clearly
Commitment to Diversity, Equity & Inclusion
AlphaSense is an equal-opportunity employer. We champion workplaces where everyone is encouraged, valued and respected.
Security Notice We are committed to protecting your information. Scams involving faux job listings impersonating AlphaSense have emerged. Remember:
- Legitimate recruiters will never:
- Request payments for applications, training, or equipment
- Ask for personal or financial details
- All official communications strictly use @alpha-sense.com email
If you have any doubts, verify or report via our Careers page: [Link] or email inquiries toHR@alpha-sense.com. Your trust matters to us.
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