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AlphaSense is a market intelligence platform trusted by over 6,000 enterprise customers, including a majority of the S&P 500. The company combines AI-driven search with curated content (equity research, company filings, event transcripts, expert calls, news) to help sophisticated organizations remove uncertainty from decision-making. Founded in 2011 and headquartered in NYC with 2,000+ employees globally, AlphaSense acquired Tegus in 2024 to expand its capabilities.
The Account Manager, Financial Services role sits within the Customer Success team, which combines Product Specialists and Account Managers serving Fortune 1000 and major financial institutions. This position focuses on the financial services vertical, working with hedge funds, asset managers, investment banks, and private equity firms.
Key responsibilities include: managing three-dimensional client relationships as the primary point of contact for inbound queries, outbound engagement, and renewal discussions; maximizing retention rates across your book of business; identifying and driving expansion opportunities into other business units within existing clients; forecasting retention and identifying revenue at risk; collaborating with Account Executives to uncover growth opportunities; and serving as a voice of the customer internally to product, marketing, and sales teams.
You'll need strong relationship-building skills, demonstrated success managing Fortune 1000 or financial services clients, business acumen, intellectual curiosity, and the ability to communicate complex concepts clearly to audiences ranging from analysts to C-suite executives. SaaS experience and familiarity with AI or research-based products are preferred. Success is measured by retention rate, identification of growth opportunities, and revenue expansion within your accounts.
