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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.
You will join the Customer Success organization as a Senior Customer Success Manager focused on the Financial Services vertical. Working alongside Account Managers, you'll drive product adoption and deliver ongoing value to clients in Asset Management, Investment Banking, Private Equity/Venture Capital, and Hedge Funds. Your role bridges the gap between AlphaSense's powerful AI capabilities and the domain-specific needs of financial professionals.
Key responsibilities include:
- Partner with GTM teams (Account Managers and wider account management) to align account strategies and drive commercial outcomes
- Use internal data tools to monitor client engagement, identify adoption opportunities, and detect early churn signals to support retention
- 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 deliver white-glove service
- Translate client feedback and share product/content improvement requests with internal Product and Content teams
- Contribute to product development and participate in customer feedback loops and beta programs
You are a natural problem-solver and storyteller with deep product expertise. You thrive on helping clients make better and faster decisions, enjoy autonomy, and are passionate about the application of AI to financial services. You build strong internal and external relationships, communicate with executive presence, and have a consultative, client-centric approach.
REQUIREMENTS:
- Minimum 2 years of front-office investment banking experience across at least one product area (e.g., DCM, ECM, M&A, Leveraged Finance), with solid grounding in capital markets and client-facing deal execution
- Demonstrated interest in the transformative potential of generative AI for the financial sector
- Executive presence and strong presentation skills; proven capacity to engage stakeholders at all levels and explain technical solutions to business audiences
- High-impact, ownership mindset with exceptional ability to thrive on autonomy
- Consultative, articulate, and confident client-facing professional who can distill complex issues in simple terms
- Superior ability to build and maintain strong internal relationships
- Outstanding oral, written, and presentation skills
- Effective attention to detail, time management, and task prioritization under pressure
- Empathetic, curious-minded, and client-centric orientation
