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AlphaSense is an AI platform that redefines market intelligence and workflow orchestration for leading financial organizations. The platform combines domain-specific AI with over 500 million premium business documents—including equity research, earnings calls, expert interviews, and filings—to help teams extract critical insights and automate complex workflows.
You will join the Customer Success organization as a Forward-Deployed Banker, playing a critical role in driving product adoption and delivering ongoing value to clients. Working closely with Account Managers and the wider account team, you'll engage directly with investment professionals across Asset Management, Investment Banking, Private Equity/Venture Capital, and Hedge Funds to understand their workflows, challenges, and goals.
Key responsibilities include:
• Partner with GTM teams (Account Managers and account management) to ensure continuous alignment of account strategies and drive commercial outcomes.
• Leverage data-driven insights using internal tools to monitor client engagement, identify opportunities to showcase value, strengthen platform adoption, and detect early signs of churn risk.
• Build and curate financial services use cases by conducting targeted discovery into clients' research workflows and pain points, helping them leverage AlphaSense for bespoke applications.
• Forge and maintain strong client relationships by engaging directly with investment professionals at all levels, delivering white-glove service, and building trust as a trusted partner and product expert.
• Contribute to product development by translating client feedback and sharing product/content improvement requests internally to influence future capabilities.
You are a natural problem-solver and storyteller with deep product knowledge and industry experience. You thrive on helping customers make better and faster decisions, enjoy autonomy, and are passionate about the transformative potential of AI in financial services. You excel at building strong internal and external relationships, communicating complex technical solutions to business-oriented audiences, and driving workflow transformation at major financial firms.
REQUIREMENTS:
• Minimum 2 years of front-office investment banking experience across at least one product area (e.g., DCM, ECM, M&A, Leveraged Finance), with solid grounding in capital markets and client-facing deal execution.
• Demonstrated interest in the transformative potential of generative AI for the financial sector, with flexible problem-solving skills and knowledge of the competitive landscape for GenAI in Financial Services.
• Executive presence and strong presentation skills; proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences.
• High-impact, ownership mindset with exceptional ability to thrive on autonomy and tackle client challenges with enthusiasm.
• Consultative approach: highly articulate, confident client-facing professional able to distill and explain complex issues in simple terms.
• Outstanding oral, written, and presentation skills.
• Effective attention to detail, time management, and task prioritization under pressure.
• Empathetic, curious-minded, and client-centric with a proactive mindset and passion for client success and continuous improvement.
