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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 from equity research, company filings, event transcripts, expert calls, and news to help sophisticated organizations remove uncertainty from decision-making.
The Customer Success Manager (CSM) role is central to ensuring clients realize measurable outcomes from their AlphaSense investment. You will partner with Account Managers to optimize the customer journey, focusing on strong product adoption and engagement from day one.
Key responsibilities include:
• Client Engagement: Engage end users through virtual and in-person meetings, email, and direct outreach to deliver value through platform adoption and use case mapping.
• Drive Adoption & Value: Monitor usage patterns, deliver tailored adoption strategies, and lead client sessions to unblock barriers to feature adoption.
• Onboarding & Training: Guide new clients through onboarding, training, and best-practice adoption to establish a strong foundation, both virtually and in person.
• Retention & Growth: Partner with sales and account management teams to strengthen adoption, support renewals, and articulate AlphaSense's competitive value.
• Data-Driven Approach: Leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen customers' ROI case for the platform.
• Voice of the Customer: Act as internal advocate for client needs by collaborating with Sales, Support, Account Management, and Product teams. Collect client value stories and use insights to shape organizational priorities and strategy.
You bring 2–4+ years of experience in Customer Success, Account Management, or client-facing SaaS roles (financial data experience is a plus). You excel at building relationships, influencing stakeholders, and driving measurable business outcomes. You're comfortable using data to inform decisions, have strong organizational and time-management skills, and thrive in fast-paced, collaborative environments. Excellent communication skills and a consultative, proactive mindset are essential.
