AlphaSense
Financial Data Application Specialist, Corporate
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Financial Data Application Specialist, Corporate
Financial Data Application Specialist – 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, 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 over 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!
About The Role
The Financial Data Application Specialist role at AlphaSense lives at the intersection of sales, customer success, and technical implementation for AlphaSense’s financial data products. This is a new team at AlphaSense supporting a strategic area of investment for the business, so we are looking for entrepreneurial-minded people that can use learnings from client discussions to help optimise both their go-to-market and product strategies.
Specialists add value across our revenue organisation by:
- Building relationships with prospects and clients
- Providing deep technical knowledge to demonstrate the value of AlphaSense’s financial data
- Helping to drive adoption
Due to the extensive exposure Specialists have with clients, they’re in a prime position to partner with our sales, product, marketing, and leadership teams in determining future product developments that will resonate with the market.
What You’ll Do
Growth Initiatives
- Assist sales in demos and strategic trials of AlphaSense’s financial data solutions.
- Run trial training calls, requiring exceptional objection-handling and value proposition communication.
Customer Health
- Collaborate directly with account management
- Conduct advanced training, customisations, and product consultations for users
- Drive adoption by building custom templates or bespoke modelling tools for customers
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Subject Matter Expert
- Have expertise in quantitative analysis for investment and valuation decisions
- Know the use cases our customers care about, and package them for sales and account management
- Contribute to how-to videos, enablement, product marketing, and support articles
Product Direction
- Field customer feedback and identify product opportunities
- Relay insights across account management, account executives, product, and management
Consultative Support
- Act as an escalation point for product and support teams on complex challenges
- Manage and resolve technical difficulties—particularly for Excel Add-ins
- Ensure seamless integration of modelling solutions into clients’ workflows
Regional Agility
- Comfortable working in AlphaSense’s leaner EMEA team structure, flexing across sales, CS and product-support skills
- Adapt coverage to collaborate effectively with the larger US-based Financial Data team
Who You Are
- A client-facing professional with exceptional relationship-building abilities and a positive, proactive attitude
- Experienced working with external stakeholders, such as:
- Senior investment professionals
- Corporate development & M&A teams
- Investor relations
- Corporate strategy
- Competitive intelligence
- Speaks the language of finance, confident in:
- Financial data analysis
- Benchmarking companies against peers
- Understanding how professionals use quantitative tools for decision-making
- Committed to becoming a subject-matter expert (SME) in financial data across:
- All industries, personas, and verticals
- Strong passion for technology, AI, and capital markets
- Excellent 360-degree communicator, able to distil complex issues into simple explanations
- Low-key mentor/teacher, focused on enabling clients to use our product effectively
- Intensely curious about:
- Client processes and how our tools integrate
- Identifying use cases where new product features can solve client needs
- Self-motivated, dynamic, and entrepreneurial, staying buoyant in repetitive client interactions
- Balances time management, organisation, and priority-setting well
- Independent problem-solver with a "multiple attempts before escalation" mindset
- Flourishes in ambiguity, remains flexible in high-growth environments
- Familiarity with the institutional investor landscape, financial markets/investment research, or corporate finance (e.g., corporate development, M&A, FP&A, IR, strategy)
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Minimum Qualifications
- A finance/corporate finance foundation, such as:
- Progress toward a CFA
- Bachelor’s degree in Economics/Finance/Accounting
- Relevant hands-on experience (e.g., corporate development, M&A, investor relations, strategy/consulting)
- 2–4 years of relevant experience in:
- Equity research
- Investment management
- Private equity
- Accounting
- Consulting
- Corporate development/M&A
- Investor relations
- Demonstrated ability to:
- Work with financial data (e.g., comparables analysis, benchmarking)
- Not required: to have developed complex financial models, but must speak financial language fluently
- Strong Excel skills, with ideally:
- Experience with AI-powered spreadsheet tools
- Use of generative AI tools for productivity
- Excellent communication abilities to work effectively with:
- Fund managers
- Corporate finance leaders
- Junior analysts
Equality and Inclusion at AlphaSense
AlphaSense is an equal-opportunity employer. We are committed to:
- A respectful work environment for all individuals
- An inclusive culture free from discrimination
We do not discriminate on factors including:
- Race, colour, sex (including pregnancy)
- National origin, age, religion
- Marital status, sexual orientation, gender identity
- Military/veteran status
- Disability, or any other non-merit factor
Reasonable accommodation for employees with protected disabilities is provided.
Recruiting Scams & Fraud Awareness
Fraudulent job postings and impersonation of AlphaSense recruiters happen. Candidates should be wary of:
- Requests for payment for applications, equipment, or training.
- Scams impersonating AlphaSense recruiters, particularly via non-@alpha-sense.com email addresses.
Always verify authenticity by checking the AlphaSense Careers page. Report suspicious activity to ensure your security.
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