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AlphaSense is an AI platform that redefines market intelligence and workflow orchestration for financial services professionals. The platform combines domain-specific AI with over 500 million premium business documents—including equity research, earnings calls, expert interviews, and filings—to help investment professionals extract critical insights, uncover market-moving trends, and automate complex workflows.
You will join the Pre-Sales team within Customer Success, working as a trusted partner to Account Executives throughout new business sales cycles. Your role is to demonstrate the value of AlphaSense to prospective clients in the financial services sector and drive new revenue. You will combine deep product knowledge, commercial acumen, and financial services industry expertise to run high-impact evaluations with investment professionals and decision-makers.
Key responsibilities include:
• Partner with Account Executives to own and run seamless product evaluations that drive new business revenue growth.
• Conduct targeted discovery into clients' unique investment research workflows and pain points to help them leverage AlphaSense for bespoke use cases.
• Engage directly with investment professionals at financial institutions to understand their most pressing challenges and build strong rapport as a credible domain and product expert.
• Translate client feedback and proactively share product and content improvement requests to internal teams.
• Work across Product, Content, Sales, Customer Success, Marketing, and Customer Education to inform go-to-market strategy.
You will focus on key financial services personas including Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds. This role offers extensive client exposure and positions you uniquely to influence product development and go-to-market decisions.
You are a systems thinker with an ambition to continuously improve processes and a passion for the application of AI to financial services. You have exceptional ability to thrive on autonomy, tackle client challenges with enthusiasm, and drive workflow transformation at major financial firms. You are highly articulate, consultative, and confident in client-facing situations, with the ability to distill complex issues into simple terms.
REQUIREMENTS:
• Business proficiency in both Japanese and English (required to serve Japanese-speaking market clients)
• Minimum 2 years of work experience in Financial Services industry
• Buy-side or sell-side investment experience (analyst, associate, or similar) strongly preferred; alternatively, client-facing experience (sales, client success, product) at a fintech/SaaS firm serving financial institutions is valued
• Direct exposure to research and investment 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
• Proven capacity to engage stakeholders at all levels and earn their trust
• Comfort conducting evaluations of varying lengths and formats (on-site workshops, whiteboard sessions, multi-call demos)
• Outstanding oral, written, and presentation skills
• Effective attention to detail, time management, and task prioritization under pressure
• Ability and interest to work autonomously and contribute to a dynamic, entrepreneurial team culture
• High aptitude and willingness to learn
