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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 Pre-Sales team as a Pre-Sales Consultant focused on Financial Services. Working closely with Account Executives, you will guide prospective clients through new business sales cycles, demonstrating the value of AlphaSense and driving new revenue. You will be a trusted partner to the sales team, combining deep product knowledge, commercial acumen, and industry expertise to run high-impact evaluations.
Key responsibilities include:
• Partner with GTM teams and Account Executives to own and run seamless product evaluations that drive new business revenue growth.
• Build and curate Financial Services use cases by conducting targeted discovery into clients' unique research workflows and pain points, helping them leverage AlphaSense for bespoke applications across Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.
• Forge and maintain strong client relationships by engaging directly with investment professionals at all levels to understand their most pressing challenges. Establish yourself as a credible domain and product expert capable of driving value from evaluation inception through close.
• Contribute to product development by translating client feedback and proactively sharing product and content improvement requests internally to Product Management and Content teams.
• Participate in product betas and the customer feedback loop, helping determine future product developments.
You are a problem-solver, storyteller, and product expert who thrives on helping customers make better and faster decisions. You have a proven track record of working with Financial Services clients to solve complex problems and are passionate about the application of AI to the industry. You are a systems thinker with an ambition to continuously improve processes and a desire to contribute to a fast-growing, entrepreneurial team culture.
REQUIREMENTS:
• 2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organization, 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, 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. Comfort conducting evaluations of varying lengths and forms (on-site workshops, whiteboard sessions, multi-call demos, etc.).
• High-impact, ownership mindset with exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at major financial firms.
• Highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms.
• Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.
• Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams.
