SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
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, trade journals) to help sophisticated organizations remove uncertainty from decision-making. Founded in 2011 and headquartered in New York City with 2,000+ employees globally, AlphaSense acquired Tegus in 2024 to expand its capabilities.
The Customer Success organization comprises three teams: Pre-sales, Customer Success, and Support. As a Customer Success Manager focused on Financial Services, you will drive product adoption and deliver ongoing value to clients in Asset Management, Investment Banking, Private Equity/Venture Capital, and Hedge Funds. You'll work alongside your Account Manager and the wider account team to positively impact net retention and ensure clients realize the full value of the platform.
Key responsibilities include:
- Partnering with GTM teams (Account Managers and 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 targeted discovery into clients' research workflows and pain points to develop bespoke use cases
- Building strong relationships with investment professionals at all levels, delivering white-glove service and acting as a trusted product expert
- Translating client feedback and proactively sharing product and content improvement requests to internal teams (Product, Content, GTM)
- Contributing to the customer feedback loop and participating in product betas
You will be the Voice of the Customer, bridging the gap between AlphaSense's powerful technology and the domain-specific needs of financial professionals. The role requires autonomy, proactive initiative-taking, and a genuine passion for client success.
REQUIREMENTS:
- Minimum 2 years of work experience in a high-growth fintech/SaaS firm in sales, client success, product, or a related client-facing or investment role within the Financial Services industry
- Minimum 2 years' experience in a Financial Services role, or directly supporting Financial Services clients, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds
- Demonstrated interest in the transformative potential of generative AI for the financial sector
- Proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences
- Exceptional ability to thrive on autonomy and drive workflow transformation at major financial firms
- Highly articulate, consultative, and confident client-facing professional with ability to distill complex issues in simple terms
- Superior ability to build and maintain strong internal relationships
- Outstanding oral, written, and presentation skills
- Effective attention to detail, time management, and task prioritization under pressure
- Empathetic, curious-minded, and client-centric mindset
- High aptitude and willingness to learn
