AlphaSense
Customer Success Manager, Financial Services
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Customer Success Manager (Financial Services) – AlphaSense
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 public and private content includes:
- Equity research
- Company filings
- Event transcripts
- Expert calls
- News
- Trade journals
- Clients’ proprietary research content
The acquisition of Tegus by AlphaSense in 2024 advances our 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 enabling deeper insights.
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 2,000+ employees across offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!
About the Team
The Customer Success organisation is composed of three critical teams:
- Pre-sales
- Customer Success
- Support
This role is based in the Customer Success team, where you will partner with your Account Manager to deliver exceptional value to clients through:
- Pre-onboarding and onboarding experiences for new clients
- Strategic account management for existing accounts
- Renewal and up-sell support
- Product adoption and growth narratives
You’ll thrive as a natural problem-solver, storyteller, and product expert, dedicated to enhancing client engagement and driving long-term net retention.
Customer Success Managers act as the Voice of the Customer, bridging the gap between clients’ domain-specific needs and AlphaSense’s AI-powered platform. You’ll contribute to:
- Product Betas and feedback loops
- Identifying and prioritising future product enhancements
- Consistent product improvements based on real-world usage
About the Role
As a Customer Success Manager (Financial Services), you will play a critical role in driving product adoption and value delivery for enterprise clients in financial services, including:
- Asset Management
- Investment Banking
- Private Equity / Venture Capital
- Hedge Funds
Your responsibilities will focus on:
Collaborating Across Teams to Drive Commercial Outcomes
- Align account strategies with GM (General Manager), Account Management, and Sales teams to maximise long-term retention and growth.
- Partner with Product, Analytics, and Content teams to ensure continuous platform innovation based on client feedback.
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Leveraging Data-Driven Insights for Client Success
- Monitor engagement metrics using internal tools to identify adoption gaps, churn risk, and expansion opportunities.
- Proactively intervene to mitigate churn and drive additional value through tailored solutions.
Building Financial Services Use Cases
- Conduct workflow discovery with clients to uncover pain points, explore custom use cases, and tailor AlphaSense to address their unique needs.
- Stay ahead by identifying emerging trends in financial services and feeding innovative use cases back to Product & Content teams.
Delivering Exceptional Client Experience
- Engage directly with investment professionals at all levels of seniority to drust-build, problem-solve, and advise on optimising workflows.
- Demonstrate white-glove service by truly understanding client challenges and crafting bespoke solutions with AlphaSense.
What You’ll Do
Accelerate client success with actionable AI-powered insights, ensuring your clients experience maximum value from AlphaSense.
✅ Drive commercial impact by aligning sales and success strategies.
✅ Uncover and act on data-driven insights to enhance adoption and minimise churn.
✅ Develop bespoke financial services use cases to maximise platform effectiveness.
✅ Build lasting client relationships to earn trust as an influential advisor.
✅ Influence product roadmaps by translating critical feedback from the Voice of the Customer.
Who You Are
You are a high-energy, client-obsessed problem-solver with a passion for leveraging AI to transform financial services. You thrive in a fast-paced, entrepreneurial environment, value autonomy, and can drastically improve processes the moment you step in.
- Passionate about AI in finance and its potential to revolutionise the industry.
- Consultative mind that prioritises white-glove service to exceed client expectations.
- Entrepreneurial spirit that encourages cross-functional collaboration.
- Curiosity-driven—constantly exploring ways to improve client outcomes and internal workflows.
What You Bring
Core Requirements
- 2+ years of experience in Financial Services or supporting financial clients at a high-growth fintech/SaaS firm. (Equal exposure to Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds workflows is a strong preference.)
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Essential Skills
- Strong AI/GenAI industry knowledge with a focus on financial applications.
- Executive presence—able to communicate complex product value in business-friendly language.
- διαφορετικές μορφές ομιλίας (presentations, workshops, demos) and experience.
- High-impact mindset—actions speak louder than words, and you thrive on delivering outcomes.
- Passion for continuous improvement in client and product success.
Requirements
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Minimum of 2 years’ experience in Financial Services (sales, client success, product, or investments) or directly supporting financial clients in a fintech/SaaS environment.
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High-energy learner with a track record of delivering exceptional results.
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Exceptional communication skills (written, verbal, and presentation).
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Attention to detail with strong prioritisation—ability to manage high-pressure, multifunctional demands efficiently.
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Autonomous yet collaborative—enthusiastic driver with the ability to own projects while working well in agile teams.
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Empathetic and client-obsessed—natural fit for building deep relationships and delivering memorable service.
About AlphaSense
We are an equal-opportunity organisation that values and celebrates talent from all backgrounds. We foster an environment where everyone feels inspired, respected, and supported.
Equal Employment Opportunity Policy
AlphaSense does not discriminate based on:
- Race
- Color
- Sex (including pregnancy)
- National origin
- Age
- Religion or marital status
- Sexual orientation
- Gender identity or expression
- Military/veteran status
- Disability
This policy applies to all aspects of employment—recruitment to retirement—ensuring fairness and inclusion.
Reasonable Accommodations
AlphaSense provides reasonable accommodations to ensure access for employees with disabilities, adhering to local laws.
** wij tegen fraud**
Fraudulent job postings targeting candidates have been reported. ALWAYS verify messages or job postings with an @alpha-sense.com email address.
⚠️ Warning signs:
- Never pay for job applications, equipment, or training.
- Officially, all contact from AlphaSense recruiters comes via alpha-sense.com.
➡️ Report scams by contacting recruiting as soon as you have any doubts.
Careers Page – AlphaSense.com] Authentic postings come directly from AlphaSense—trust the brand.
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