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AlphaSense is an AI-powered market intelligence platform trusted by over 6,000 enterprise customers, including a majority of the S&P 500. The company combines equity research, company filings, event transcripts, expert calls, news, and proprietary content to deliver insights that remove uncertainty from decision-making. Founded in 2011 and headquartered in NYC with 2,000+ employees globally, AlphaSense recently acquired Tegus to expand its capabilities.
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 Account Managers to positively impact net retention and ensure clients achieve their strategic goals using AlphaSense's platform.
Key responsibilities include:
- Partnering with GTM teams (Account Managers and wider account management) to align account strategies and drive commercial outcomes
- Leveraging data-driven insights 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 strong relationships with investment professionals across all levels at financial institutions
- Serving as the Voice of the Customer, translating feedback to Product Management and Content teams
- Contributing to product development and participating in beta programs
You bring proven experience working with Financial Services investors/clients on complex problems, deep passion for AI applications in finance, and a client-centric mindset. You're a natural problem-solver and storyteller with strong product expertise, industry knowledge, and relationship-building skills. The role requires understanding of financial workflows, ability to communicate technical capabilities to domain experts, and commitment to delivering white-glove service.
