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AlphaSense is an AI-driven market intelligence platform trusted by over 6,000 enterprise customers, including a majority of the S&P 500. The company combines sophisticated search and analytics across public and private content—equity research, company filings, event transcripts, expert calls, news, and trade journals—to help financial professionals make better decisions.
You will join the Pre-Sales team as a Pre-Sales Consultant focused on Financial Services. Working closely with Account Executives, you will own product evaluations and drive new business revenue through the sales cycle. Your role bridges AlphaSense's technology capabilities with the domain-specific needs and workflows of prospects in Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.
Key responsibilities include:
• Partner with GTM teams to run seamless product evaluations and drive new business revenue growth alongside Account Executives.
• Conduct targeted discovery into clients' research workflows and pain points to help them leverage AlphaSense for bespoke use cases. Identify and develop new use cases as the platform evolves.
• Engage directly with investment professionals at all levels to understand their challenges. Build strong rapport and establish yourself as a credible domain and product expert from evaluation inception through close.
• Translate client feedback and proactively share product and content improvement requests internally to Product and Content teams.
• Contribute to product development and participate in beta testing, serving as a key link in the customer feedback loop.
You are a systems thinker passionate about solving complex problems for financial services clients and excited about AI's transformative potential in the industry. You thrive on autonomy, have exceptional presentation skills, and can explain technical solutions to business-oriented audiences. You build strong internal and external relationships and excel at distilling complex issues into simple terms.
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. Comfort conducting evaluations of varying lengths and formats (on-site workshops, whiteboard sessions, multi-call demos, etc.).
• 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 strong executive presence.
• 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.
