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AlphaSense is an AI platform that redefines market intelligence and workflow orchestration for leading organizations. The platform combines domain-specific AI with over 500 million premium business documents—including equity research, earnings calls, expert interviews, filings, and news—to help teams extract critical insights and automate complex workflows.
The Account Manager, Financial Services role is part of the Customer Success team, which partners strategically with a robust book of business spanning Fortune 1000 companies and major financial institutions. You will serve as the primary point of contact for financial services clients, managing inbound queries, outbound engagement, relationship updates, and renewal discussions. Your clients will primarily include hedge funds, asset managers, investment banks, and private equity firms.
Key responsibilities include:
- Maximize retention rates across your book of business and forecast retention metrics
- Drive adoption of AlphaSense solutions across other business units within existing clients to exceed monthly, quarterly, and annual revenue goals
- Identify revenue at risk and position the company to prevent churn
- Collaborate with Account Executives to uncover growth opportunities within accounts
- Develop deep understanding of client business operations, roles, responsibilities, projects, and performance metrics to communicate effectively with users and decision-makers
- Cultivate relationships with users and key stakeholders, positioning AlphaSense as a business partner rather than vendor
- Conduct business reviews with key stakeholders
- Plan and execute new user onboarding and training initiatives
- Provide consistent proactive outreach with relevant materials and information
- Serve as physical presence within client offices (floor walks, lunch and learns, etc.)
- Act as advocate for AlphaSense internally and for clients externally
- Acquire value stories and product feedback from clients and circulate internally to support product development, marketing, and sales efforts
- Allocate time strategically to focus on high and mid-touch accounts
The Customer Success team is consultative and value-driven, obsessing over customer success and ensuring clients have the right data to make informed decisions. You will extract knowledge from clients and bring it internally to product, marketing, and sales teams to maximize business strategy and communication effectiveness.
REQUIREMENTS:
- Business proficiency in Chinese/Mandarin and English required to serve clients in the Chinese/Mandarin-speaking market
- Demonstrated success managing and growing relationships within Fortune 1000 clients and/or financial services companies
- Subject matter expertise with strong internal and external relationship management skills, business acumen, and commitment to effective processes and tactics
- Natural intellectual curiosity with ability to learn and adapt quickly
- Understanding of SaaS best practices for client engagement; preferably with exposure to AI and/or research-based products
- Strong work ethic, grit, initiative, enthusiasm, and commitment to delivering results
- Exceptional oral, written, and presentation skills; ability to distill complex issues into simple terms for audiences ranging from analysts to C-level executives
