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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 delivers insights from a comprehensive universe of public and private content including equity research, company filings, event transcripts, expert calls, news, and trade journals. Founded in 2011 and headquartered in New York with 2,000+ employees globally, AlphaSense recently acquired Tegus to expand its capabilities.
The Pre-Sales Consultant will join the Customer Success organization's pre-sales team, working closely with Account Executives to guide prospective financial services clients through new business sales cycles. This role is specialized for the Financial Services vertical, engaging with decision-makers and users at asset management firms, investment banks, private equity/VC funds, and hedge funds.
Key responsibilities include:
- Partnering with GTM teams to run seamless product evaluations and drive new business revenue growth
- Conducting targeted discovery into clients' research workflows and pain points to help them leverage AlphaSense for bespoke use cases
- Engaging directly with investment professionals at all levels to understand their challenges and build strong rapport as a credible domain and product expert
- Translating client feedback and proactively sharing product and content improvement requests to internal Product and Content teams
- Contributing to product development and participating in beta programs
The ideal candidate combines deep product knowledge, commercial acumen, industry experience, and strong client intuition. You will be a problem-solver and storyteller who thrives on helping customers make better and faster decisions through AI-driven insights.
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)
- 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
