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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 a universe of public and private content—equity research, company filings, event transcripts, expert calls, news, and more—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.
You will join the Customer Success organization as a Customer Success Manager focused on the Financial Services vertical. Working alongside an Account Manager, you'll be responsible for driving product adoption and delivering ongoing value to newly onboarded and existing clients in Asset Management, Investment Banking, Private Equity/Venture Capital, and Hedge Funds. Your primary focus is ensuring strong client engagement, successful renewals, and net retention growth across your dedicated accounts.
Key responsibilities include: partnering with GTM teams (Account Managers and wider account management) to align account strategies and drive commercial outcomes; using internal data tools to monitor client engagement, identify adoption opportunities, and detect early churn signals; conducting discovery into clients' research workflows and pain points to develop bespoke use cases; building trusted relationships with investment professionals at all levels; and translating client feedback into product and content improvement requests for internal teams.
You combine deep product knowledge, financial services industry experience, and strong relationship-building skills. You are a natural problem-solver and storyteller who thrives on helping clients make better, faster decisions. You have a proven track record working with financial services investors to solve complex problems and are passionate about AI applications in the industry. You are client-centric, creative, and ambitious about improving processes and contributing to a fast-growing organization.
