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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, trade journals) to help sophisticated organizations remove uncertainty from decision-making. Founded in 2011 and headquartered in New York with 2,000+ employees globally, AlphaSense acquired Tegus in 2024 to expand its capabilities.
The Pre-Sales Consultant will join the Customer Success organization's pre-sales team, working alongside Account Executives to guide prospective financial services clients through new business sales cycles. This role is vertical-specific, focusing on Financial Services personas including Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.
Key Responsibilities:
- Partner with Account Executives to run seamless product evaluations and drive new business revenue growth
- Conduct targeted discovery into clients' research workflows and pain points to help them leverage AlphaSense for bespoke use cases
- Engage directly with investment professionals at all levels to understand their challenges and establish yourself as a credible domain and product expert
- Build and curate Financial Services use cases, identifying emerging opportunities as AlphaSense's capabilities evolve
- Translate client feedback and proactively share product and content improvement requests to internal Product and Content teams
- Conduct evaluations in various formats including on-site workshops, whiteboard sessions, and multi-call demos
You will be a problem-solver and storyteller who combines deep product knowledge, commercial acumen, and industry experience. You'll thrive on helping clients make better and faster decisions and will be positioned to influence future product development through your extensive client exposure.
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
- 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, tackle client questions with enthusiasm, 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 with a positive and proactive personality
- Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams
