About the Team:

The Customer Success team is composed of our Product Specialist group, a team of highly trained product experts as well as our Account Managers, who provide strategic guidance to our robust book of business, spanning from Fortune 1000 businesses to some of the largest financial institutions in the world.

First and foremost, the Customer Success team are value added partners to our clients. We are extremely consultative in our approach and will do everything we can to solve for client challenges through our product. We spend our waking hours obsessing over our customers and making sure they have the right data at their fingertips to make the best decision possible.  We are responsible for retaining our customers, maximizing usage of the product and partnering with the sales team to uncover opportunities to grow our business.

About the Role: 

The Account Manager, Financial Services is responsible for developing three-dimensional relationships with customers and key stakeholders in order to effectively retain and grow our customer base. In this role, you will serve as our Financial clients’ main point of contact for inbound queries, outbound engagement, relationship updates, and renewal discussions. You’ll need to be versatile. You will work with a variety of clients from Hedge Funds, Asset Managers, Investment Banks to Private Equity and more.. In this role, you’ll be expected to collaborate with account executives, identifying new business opportunities to help expand our footprint within each client account.

While key performance indicators include retention rate and the identification of growth opportunities, the responsibilities of Account Managers go much deeper. The team also extracts a wealth of knowledge from our clients, bringing that internally to product, marketing and sales teams in order to maximize the effectiveness of our business’ strategy and communication.

Who You Are:

• Relationship-driven: You have a strong ability to develop instant rapport with new people and you’ve demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies
• A subject matter expert: You excel at what you do and know how to succeed within your role -- this includes both internal and external relationship management as well as strong business acumen and commitment to effective processes and tactics
• Energetic and Creative: You possess a natural intellectual curiosity with the ability to learn and adapt quickly
• You understand our business: We are a rapidly growing SaaS company and are incredibly passionate about our product. We are looking for individuals who understand best practices for client engagement within a SaaS environment; preferably with exposure to AI and/or research-based products
• Committed to delivering results: You set the example for grit, work ethic, initiative, enthusiasm and commitment amongst your peers.
• A strong communicator: You’ll regularly be engaged with anyone from an Analyst to a C-level executive and that requires exceptional oral, written and presentation skills. You’ll need to distill and explain complex issues in simple terms.

What You’ll Do: 

• Maximize retention rate across the book of business
• You’ll increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals
• Identify revenue at risk in order to best position the company to prevent churn
• Forecast retention rates
• Collaborate with Account Executives to identify growth opportunities within the book of business
• Understand the ins and out of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively:  1) communicate with users, 2) communicate with decision makers, 3) identify white space, 4) partner with AE to craft most compelling messaging to prospective users
• Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor
• Hold Business Reviews with key stakeholders
• Plan and execute new user onboarding and training initiatives
• Consistent proactive outreach with material and information that’s relevant for our user base
• Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
• Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense
• Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts
• Allocate time effectively to work most closely with high and mid-touch accounts
• At least 5 bullets about ideal candidate competencies and skills

About the Team:

The Customer Success team is composed of our Product Specialist group, a team of highly trained product experts as well as our Account Managers, who provide strategic guidance to our robust book of business, spanning from Fortune 1000 businesses to some of the largest financial institutions in the world.
 First and foremost, the Customer Success team are value-added partners to our clients. We are extremely consultative in our approach and will do everything we can to solve client challenges through our product. We ensure that our clients have the right data at their fingertips to make the best business decisions possible. We are responsible for retaining our customers, maximizing usage of the product, and partnering with the sales team to uncover opportunities to grow our business.T

About the Role: 

The Account Manager, Corporate is responsible for developing three-dimensional relationships with customers and key stakeholders in order to effectively retain and grow our customer base. In this role, you will serve as our Corporate clients’ main point of contact for inbound queries, outbound engagement, relationship updates, and renewal discussions. You’ll need to be versatile. You will work with a variety of clients across all industries and verticals. In this role, you’ll be expected to collaborate with account executives, identifying new business opportunities to help expand our footprint within each client account.
While key performance indicators include retention rate and the identification of growth opportunities, the responsibilities of Account Managers go much deeper. The team also extracts a wealth of knowledge from our clients, bringing that internally to product, marketing and sales teams in order to maximize the effectiveness of our business’ strategy and communication.

What You’ll Do: 

• Maximize retention rate across the book of business
• You’ll increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals
• Identify revenue at risk in order to best position the company to prevent churn
• Forecast retention rates
• Collaborate with Account Executives to identify growth opportunities within the book of business
• Understand the ins and out of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively:1) communicate with users, 2) communicate with decision makers, 3) identify white space, 4) partner with AE to craft most compelling messaging to prospective users
• Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor
• Hold Business Reviews with key stakeholders
• Plan and execute new user onboarding and training initiatives
• Consistent proactive outreach with material and information that’s relevant for our user base
• Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
• Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense
• Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts

Who You Are:

• Relationship-driven: You have a strong ability to develop instant rapport with new people and you’ve demonstrated success at managing and growing relationships within Fortune 1000 clients
• A subject matter expert: You excel at what you do and know how to succeed within your role -- this includes both internal and external relationship management as well as strong business acumen and commitment to effective processes and tactics
• Energetic and Creative: You possess a natural intellectual curiosity with the ability to learn and adapt quickly
• You understand our business: We are a rapidly growing SaaS company and are incredibly passionate about our product. We are looking for individuals who understand best practices for client engagement within a SaaS environment;
• Committed to delivering results: You set the example for grit, work ethic, initiative, enthusiasm and commitment amongst your peers.
• A strong communicator: You’ll regularly be engaged with anyone from an Analyst to a C-level executive and that requires exceptional oral, written and presentation skills. You’ll need to distill and explain complex issues in simple terms.

About the Role: 

This role sits at the intersection of Account Management and Strategic Partnerships, supporting broker partners who both use the AlphaSense platform to produce research and distribute their proprietary research through our network.

You will serve as the day-to-day commercial owner for a defined group of sell-side and independent research firms, driving adoption across analyst teams, strengthening relationships with research leadership, and supporting the value of their research within the AlphaSense ecosystem.

Unlike traditional account management roles, this position balances platform adoption, commercial growth, and the health of a dual-sided partnership.

Who You Are & What you Bring

You bring a foundation in capital markets and a curiosity for how technology is reshaping research workflows. You are commercially aware, analytically minded, and comfortable operating in a fast-moving environment.

• Financial Services Grounding: You have spent time inside or alongside equity research, investment banking, capital markets, or a Financial Services-focused SaaS environment. You understand how research is produced, how analysts consume information, and what differentiates firms competing for attention in a crowded market.
• Commercial Instinct with Accountability: You think beyond activity and focus on outcomes. You are comfortable owning renewal conversations, identifying growth opportunities, and balancing relationship building with commercial rigor.
• Analytical Mindset: You are comfortable working with data and context. Usage signals, workflow behavior, and market trends help you tell a clearer story about value and risk. You approach problems with structure and curiosity rather than assumptions.
• Credible Communicator Across Seniority Levels: You can engage a junior associate in a detailed workflow discussion and then shift seamlessly into a strategic conversation with a Head of Research. You communicate with clarity, confidence, and respect for your audience’s expertise.
• Ownership Mentality: You take responsibility for your partnerships. You are proactive, adaptable, and comfortable navigating ambiguity as both AlphaSense and the broader AI landscape continue to evolve.
• Education and Experience: You typically bring 1 to 3 years of experience in a Financial Services or closely related environment, along with a degree in Finance, Economics, or a similar discipline.

What You’ll Do: 

Partnership & Account Ownership

• Manage the commercial lifecycle for assigned broker partners, including strategy, forecasting, and renewals.
• Identify expansion opportunities aligned to research visibility and analyst productivity.
• Act as a strategic advisor as partners adopt AI-powered research workflows.

Execution & Adoption

• You will drive meaningful platform adoption across analyst teams to ensure partners realize measurable value.
• You will lead thoughtful business reviews that translate usage trends into business outcomes, reinforcing AlphaSense’s role as a strategic partner.
• You will monitor engagement signals and relationship dynamics to identify risk early, then execute clear mitigation plans that protect long-term partnership value.

Internal Collaboration

• Represent the voice of sell-side partners across Product, Sales, and Content teams.
• Maintain strong operational rigor through clear CRM hygiene and forecasting discipline.

What Success Looks Like: 

• Within your first year, you have built credibility with both analysts and research leadership across your broker partnerships, and AlphaSense is viewed as a core part of the research workflow rather than just another tool.
• You bring structure and predictability to your book of business. Renewal conversations start early, risk is surfaced proactively, and your forecasting reflects a clear understanding of relationship health and usage trends.
• Platform adoption expands across analyst teams through thoughtful engagement grounded in how research professionals actually work. Your business reviews connect AlphaSense usage to tangible outcomes such as workflow efficiency, stronger research distribution, and increased visibility.
• Internally, you are a trusted voice for your partners. Product, Sales, and Content teams rely on your insight to inform decisions that strengthen the long term value of AlphaSense.

About the Role

As a Senior Customer Success Manager (Sr. CSM) at AlphaSense, you will be the strategic lead for our most complex and high-value accounts within the Financial Services sector. You are responsible for navigating multi-million dollar global organizations and driving long-term ROI through technical group/individual training while ensuring company-wide adoption across multiple business units. You will manage a concentrated portfolio of strategic accounts, remaining at the forefront of product and Financial Services expertise, while scaling your impact across the organization through account strategy, leadership and innovation.

What You’ll Do

• Strategic Account Influence: Navigate and influence multiple business units and key power users across the world largest and most complex global organizations. Create a groundswell of positive user sentiment to drive renewals and expansion with Senior Leadership.
• Architect Deep Adoption & Value Realization: Synthesize complex usage into actionable insights. Design multi-quarter adoption roadmaps in tandem with your Account Management peers that align AlphaSense capabilities with business objectives.
• Onboarding & Ongoing Training: As an expert on the product, you will guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation, both virtually and in person.
• Technical & Domain Mastery: Independently lead sophisticated technical conversations regarding Managed Content Providers (MCP), APIs, and Large Language Models (LLMs) with technical stakeholders and platform owners.
• Executive Presence & Communication: Command virtual and in-person rooms with executive presence, and leverage powerful, strategic follow-ups as a tool to drive adoption and link AlphaSense to specific Senior Leader business objectives.
• Solo On-Site Leadership: Fully own high-stakes, multi-day on-site engagements and lead customer "Lunch & Learns,’’ tailoring presentations to diverse user groups and core personas using our WWH (Why, What, How) framework.
• Company Innovation: engage in cross-functional initiatives outside the standard CSM scope, such as product feedback loops, hiring committees, mentorship programs and process innovation to improve team efficiency.

Who You Are

• 3 - 5+ years of professional experience in Customer Success, Account Management or Financial Services with a proven track record of managing a strategic portfolio.
• Recognized as an "FS Expert" with domain knowledge of investment banks, hedge funds, asset management, and other financial institutions.
• Possess the technical acumen to navigate complex conversations around data integrations, APIs, and AI-driven market intelligence solutions.
• Ability to identify the 5% of users who drive the majority of sentiment and influence within an account, focusing on high-level business outcomes over basic feature adoption.
• Excellent communication skills with a demonstrable track record for collaborating internally in a cross-functional environment and onsite with customers. 
• A natural leader who thrives in fast-paced environments and is committed to contributing to the "AlphaSense Playbook" through mentorship and internal innovation.

Location: US Remote (Eastern/Central Preferred)

Reports to: Director, Account Management

About the Team:

Our Customer Success team is made up of Product Specialists and Account Managers who are passionate about helping our clients succeed. We partner with a diverse range of organizations, from Fortune 1000 companies to some of the largest financial institutions globally.

As a team, we are committed to providing value to our clients. We take a consultative approach to solve challenges through our product, ensuring our customers have the right data to make informed decisions. We focus on retaining customers, maximizing product usage, and collaborating with the sales team to uncover growth opportunities.

About the Role: 

The Account Manager, Corporate is responsible for developing three-dimensional relationships with customers and key stakeholders in order to effectively retain and grow our customer base. In this role, you will serve as our Corporate clients’ main point of contact for inbound queries, outbound engagement, relationship updates, and renewal discussions. You’ll need to be versatile. You will work with a variety of clients across all industries and verticals. In this role, you’ll be expected to collaborate with account executives, identifying new business opportunities to help expand our footprint within each client account.

While key performance indicators include retention rate and the identification of growth opportunities, the responsibilities of Account Managers go much deeper. The team also extracts a wealth of knowledge from our clients, bringing that internally to product, marketing and sales teams in order to maximize the effectiveness of our business’ strategy and communication.

Who You Are:

• Relationship-driven: You have a strong ability to develop instant rapport with new people and you’ve demonstrated success at managing and growing relationships within Fortune 1000 clients
• A subject matter expert: You excel at what you do and know how to succeed within your role -- this includes both internal and external relationship management as well as strong business acumen and commitment to effective processes and tactics
• Energetic and Creative: You possess a natural intellectual curiosity with the ability to learn and adapt quickly
• You understand our business: We are a rapidly growing SaaS company and are incredibly passionate about our product. We are looking for individuals who understand best practices for client engagement within a SaaS environment;
• Committed to delivering results: You set the example for grit, work ethic, initiative, enthusiasm and commitment amongst your peers.
• A strong communicator: You’ll regularly be engaged with anyone from an Analyst to a C-level executive and that requires exceptional oral, written and presentation skills. You’ll need to distill and explain complex issues in simple terms.

What You’ll Do: 

• Maximize retention rate across the book of business
• Increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals
• Identify revenue at risk in order to best position the company to prevent churn
• Forecast retention rates
• Collaborate with Account Executives to identify growth opportunities within the book of business
• Understand the ins and out of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively: 1) communicate with users, 2) communicate with decision makers, 3) identify white space, 4) partner with AE to craft most compelling messaging to prospective users
• Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor
• Hold Business Reviews with key stakeholders
• Consistent proactive outreach with material and information that’s relevant for our user base
• Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
• Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense
• Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts

Location: Canada (Remote)

Reports to: Team Lead, Customer & Product Support

About the Team

Customer & Product Support (C&PS) sits at the intersection of sales, customer success and technical support. Through close teamwork and collaboration, we drive positive customer outcomes and ensure seamless access and optimal utilization of AlphaSense’s market-leading platform and products. We are committed to enhancing every user’s experience through consistent delivery of prompt and knowledgeable responses. The Customer & Product Support team is based globally across the US, UK, India and Singapore.

About the Role

We are looking to hire an Associate, Customer & Product Support to join the growing C&PS team at AlphaSense. This role marries the technical knowledge of our solution with a deep understanding of our users, across all of the segments and business units that we work with, to realize maximum value from the platform. The team is heavily relied upon to contribute excellent customer service, which ultimately maximizes prospect and customer health. In order to learn our business and customer inside and out, this team acts as our first line of support.  This role spearheads usage and engagement and partners with our product management and engineering teams in determining future product developments that will resonate with the market. 

Customer and Product Support is an excellent launching off point to accelerate your personal growth and career at AlphaSense. The role offers cross-functional exposure across our business, consequently providing you with great exposure to the different areas you may want to develop your career in, as you grow with us.

Who You Are

• An intelligent, articulate, consultative and confident client-facing professional with 3 or more years of experience working in a client/product support role.
• You possess a customer-first mindset and enjoy working through complex problems to find solutions.
• You thrive in a collaborative environment and take pride in providing assistance to others, always ready to offer support whenever it’s needed. 
• You are dedicated to helping improve the customer experience and contribute to the overall success and growth of the enterprise.
• You are a strong communicator and have an innate ability to distill and explain complex issues in simple terms.
• You maintain a stable and professional home working environment equipped for high-level support, including the capacity for a dual-screen configuration (equipment provided by AlphaSense) to effectively manage complex workflows.
• You are curious, proactive and possess a continuous improvement mindset with the ability to learn quickly and adapt. Because of our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job.
• You have strong attention to detail, effective time management skills and the ability to rigorously prioritize under pressure.
• You have an interest in AI, technology and software applications.

What You’ll Do

• Deliver a world-class customer experience.
• Act as the first line of defense and a point of escalation for the wider Support team in order to address more complex customer inquiries and resolve technical issues. 
• Guide customers through features and functionalities to maximize their experience and fully resolve their challenges or questions. 
• Identify commonly asked questions to help drive better documentation, help center articles or in-app tours.
• Partner with Customer Education on live training, answering queries and owning the chat function within each session.
• Provide impeccable customer support.
• Investigate, diagnose, troubleshoot and find solutions for queries sent through emails and live chats, leading support calls directly with customers as needed. 
• You will escalate tickets to appropriate teams when needed and will retain a position as the customer’s point person through regular updates and confirming resolution.
• Act as a key partner to Product and Engineering.
• You will have a deep understanding of both our product and customers to uniquely collaborate through fielding feedback and feature requests to identify product opportunities and appropriately convey that information to the correct product groups or within specific ongoing initiatives. 
• Use knowledge of platform to qualify, triage, repackage debugging steps and communicate effectively to technical teams to ensure that customer inquiries are accurately represented and on a swift path to resolution.
• Own level 1 support of internal support channels, resolving as many issues and prioritizing fixes where appropriate.
• Lead on wider incident responses in partnership with SRE, ensuring the customer impact is known and acting as a liaison between Engineering and the Support team to ensure customers are receiving the most up-to-date information.
• Be an expert on our product and continuously build your knowledge.
• Be an expert on the AlphaSense product by proactively learning, staying up-to-date on new features and filling any gaps in your knowledge
• Contribute to and lead new hire training sessions, including giving your input on onboarding materials to ensure accuracy and comprehensiveness in-line evolution of the AlphaSense product and team processes.
• Identify areas to improve content and contribute to creating and updating knowledge base articles, tutorials, and other support documentation based on their expertise.
• Lead on new features for beta by testing, giving feedback and acting as an expert for the Support team.

About AlphaSense 

AlphaSense is a market intelligence and search platform used by the world's leading companies and financial institutions. Since 2011, our AI-based technology has helped professionals make smarter business decisions by delivering insights from an extensive universe of public and private content—including equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. 

Headquartered in New York City, AlphaSense employs over 1,350 people across offices in the U.S., U.K., Finland, Germany, India, and Singapore. For more information, please visit www.alpha-sense.com. 

About the Team 

The Customer & Product Support (C&PS) team sits at the intersection of sales, customer success and technical support. Through close teamwork and collaboration, we drive positive customer outcomes and ensure seamless access and optimal utilization of AlphaSense’s market-leading platform and products. We are committed to enhancing every user’s experience through consistent delivery of prompt and knowledgeable responses. The Customer & Product Support team is based globally across the US, UK, India and Singapore. 

About the Role 

We are looking to hire an Analyst, Customer & Product Support to join the growing C&PS team at AlphaSense. This role marries the technical knowledge of our solution with a deep understanding of our users, across all of the segments and business units that we work with, to realize maximum value from the platform. The team is heavily relied upon to contribute excellent customer service, which ultimately maximizes prospect and customer health. In order to learn our business and customer inside and out, this team acts as our first line of support. This role spearheads usage and engagement and partners with our product management and engineering teams in determining future product developments that will resonate with the market. 

Customer and Product Support is an excellent launching off point to accelerate your personal growth and career at AlphaSense. The role offers cross-functional exposure across our

business, consequently providing you with great exposure to the different areas you may want to develop your career in, as you grow with us. 

Who You Are 

• An intelligent, articulate, consultative and confident client-facing professional with 1-2 years of experience working in a client/product support role. 
• You possess a customer-first mindset and enjoy working through complex problems to find solutions. 
• You enjoy being part of an entrepreneurial team and work diligently to help others when needed. 
• You are a strong communicator and have an innate ability to distill and explain complex issues in simple terms. 
• Possess strong analytical, critical thinking and problem solving abilities. ● A team player who enjoys building strong cross-group working relationships. ● You are curious, proactive and possess a continuous improvement mindset with the ability to learn quickly and adapt. Because of our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job. 

• You have strong attention to detail, effective time management skills and the ability to rigorously prioritize under pressure. 
• You have an interest in AI, technology and software applications. 

What You’ll Do 

• Deliver a world-class customer experience. 

○ Act as the first line of defense and advocate for all of customers globally to ensure we deliver a consistently positive customer experience through timely responses and effective resolution of queries and issues. 

○ Guide customers through features and functionalities to maximize their experience and fully resolve their challenges or questions. 

○ Deliver on predefined team targets including delivering outcomes with high quality and excellence. 

• Provide impeccable customer support. 
  

○ Investigate, diagnose, troubleshoot and find solutions for queries sent through emails and live chats, leading support calls directly with customers as needed. ○ You will escalate tickets to appropriate teams when needed and will retain a position as the customer’s point person through regular updates and confirming resolution. 

○ Collaborate effectively with technical and non-technical global stakeholders.

• Be an expert on our product and continuously build your knowledge.     

○ Be an expert on the AlphaSense product by proactively learning, staying up-to-date on new features and filling any gaps in your knowledge 

○ Identify areas to improve content and contribute to creating and updating knowledge base articles, tutorials, and other support documentation based on their expertise. 

○ Assist with special projects as assigned.

About AlphaSense 

AlphaSense is a market intelligence and search platform used by the world's leading companies and financial institutions. Since 2011, our AI-based technology has helped professionals make smarter business decisions by delivering insights from an extensive universe of public and private content—including equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. 

Headquartered in New York City, AlphaSense employs over 1,350 people across offices in the U.S., U.K., Finland, Germany, India, and Singapore. For more information, please visit www.alpha-sense.com. 

About the Team 

The Customer & Product Support (C&PS) team sits at the intersection of sales, customer success and technical support. Through close teamwork and collaboration, we drive positive customer outcomes and ensure seamless access and optimal utilization of AlphaSense’s market-leading platform and products. We are committed to enhancing every user’s experience through consistent delivery of prompt and knowledgeable responses. The Customer & Product Support team is based globally across the US, UK, India and Singapore. 

About the Role 

We are looking to hire an Analyst, Customer & Product Support to join the growing C&PS team at AlphaSense. This role marries the technical knowledge of our solution with a deep understanding of our users, across all of the segments and business units that we work with, to realize maximum value from the platform. The team is heavily relied upon to contribute excellent customer service, which ultimately maximizes prospect and customer health. In order to learn our business and customer inside and out, this team acts as our first line of support. This role spearheads usage and engagement and partners with our product management and engineering teams in determining future product developments that will resonate with the market. 

Customer and Product Support is an excellent launching off point to accelerate your personal growth and career at AlphaSense. The role offers cross-functional exposure across our

business, consequently providing you with great exposure to the different areas you may want to develop your career in, as you grow with us. 

Who You Are 

• An intelligent, articulate, consultative and confident client-facing professional with 1-2 years of experience working in a client/product support role. 
• You possess a customer-first mindset and enjoy working through complex problems to find solutions. 
• You enjoy being part of an entrepreneurial team and work diligently to help others when needed. 
• You are a strong communicator and have an innate ability to distill and explain complex issues in simple terms. 
• Possess strong analytical, critical thinking and problem solving abilities. ● A team player who enjoys building strong cross-group working relationships. ● You are curious, proactive and possess a continuous improvement mindset with the ability to learn quickly and adapt. Because of our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job. 

• You have strong attention to detail, effective time management skills and the ability to rigorously prioritize under pressure. 
• You have an interest in AI, technology and software applications. 

What You’ll Do 

• Deliver a world-class customer experience. 

○ Act as the first line of defense and advocate for all of customers globally to ensure we deliver a consistently positive customer experience through timely responses and effective resolution of queries and issues. 

○ Guide customers through features and functionalities to maximize their experience and fully resolve their challenges or questions. 

○ Deliver on predefined team targets including delivering outcomes with high quality and excellence. 

• Provide impeccable customer support. 
  

○ Investigate, diagnose, troubleshoot and find solutions for queries sent through emails and live chats, leading support calls directly with customers as needed. ○ You will escalate tickets to appropriate teams when needed and will retain a position as the customer’s point person through regular updates and confirming resolution. 

○ Collaborate effectively with technical and non-technical global stakeholders.

• Be an expert on our product and continuously build your knowledge.     

○ Be an expert on the AlphaSense product by proactively learning, staying up-to-date on new features and filling any gaps in your knowledge 

○ Identify areas to improve content and contribute to creating and updating knowledge base articles, tutorials, and other support documentation based on their expertise. 

○ Assist with special projects as assigned.

About AlphaSense 

AlphaSense is a market intelligence and search platform used by the world's leading companies and financial institutions. Since 2011, our AI-based technology has helped professionals make smarter business decisions by delivering insights from an extensive universe of public and private content—including equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. 

Headquartered in New York City, AlphaSense employs over 1,350 people across offices in the U.S., U.K., Finland, Germany, India, and Singapore. For more information, please visit www.alpha-sense.com. 

About the Team 

The Customer & Product Support (C&PS) team sits at the intersection of sales, customer success and technical support. Through close teamwork and collaboration, we drive positive customer outcomes and ensure seamless access and optimal utilization of AlphaSense’s market-leading platform and products. We are committed to enhancing every user’s experience through consistent delivery of prompt and knowledgeable responses. The Customer & Product Support team is based globally across the US, UK, India and Singapore. 

About the Role 

We are looking to hire an Analyst, Customer & Product Support to join the growing C&PS team at AlphaSense. This role marries the technical knowledge of our solution with a deep understanding of our users, across all of the segments and business units that we work with, to realize maximum value from the platform. The team is heavily relied upon to contribute excellent customer service, which ultimately maximizes prospect and customer health. In order to learn our business and customer inside and out, this team acts as our first line of support. This role spearheads usage and engagement and partners with our product management and engineering teams in determining future product developments that will resonate with the market. 

Customer and Product Support is an excellent launching off point to accelerate your personal growth and career at AlphaSense. The role offers cross-functional exposure across our

business, consequently providing you with great exposure to the different areas you may want to develop your career in, as you grow with us. 

Who You Are 

• An intelligent, articulate, consultative and confident client-facing professional with 1-2 years of experience working in a client/product support role. 
• You possess a customer-first mindset and enjoy working through complex problems to find solutions. 
• You enjoy being part of an entrepreneurial team and work diligently to help others when needed. 
• You are a strong communicator and have an innate ability to distill and explain complex issues in simple terms. 
• Possess strong analytical, critical thinking and problem solving abilities. ● A team player who enjoys building strong cross-group working relationships. ● You are curious, proactive and possess a continuous improvement mindset with the ability to learn quickly and adapt. Because of our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job. 

• You have strong attention to detail, effective time management skills and the ability to rigorously prioritize under pressure. 
• You have an interest in AI, technology and software applications. 

What You’ll Do 

• Deliver a world-class customer experience. 

○ Act as the first line of defense and advocate for all of customers globally to ensure we deliver a consistently positive customer experience through timely responses and effective resolution of queries and issues. 

○ Guide customers through features and functionalities to maximize their experience and fully resolve their challenges or questions. 

○ Deliver on predefined team targets including delivering outcomes with high quality and excellence. 

• Provide impeccable customer support. 
  

○ Investigate, diagnose, troubleshoot and find solutions for queries sent through emails and live chats, leading support calls directly with customers as needed. ○ You will escalate tickets to appropriate teams when needed and will retain a position as the customer’s point person through regular updates and confirming resolution. 

○ Collaborate effectively with technical and non-technical global stakeholders.

• Be an expert on our product and continuously build your knowledge.     

○ Be an expert on the AlphaSense product by proactively learning, staying up-to-date on new features and filling any gaps in your knowledge 

○ Identify areas to improve content and contribute to creating and updating knowledge base articles, tutorials, and other support documentation based on their expertise. 

○ Assist with special projects as assigned.

About the Role: 

We’re looking for a Manager of Customer Success to lead, develop, and inspire a team of approximately 10 client-facing product experts who help our customers get maximum value from AlphaSense.

As a leader in our Customer Success organization, you’ll partner closely with Account Executives (pre-sales) and Account Managers (post-sales) to ensure our Customer Success Managers are delivering exceptional engagements — from high-impact demos that win new business to adoption campaigns that drive long-term success.

You’ll set strategy, coach for performance, and ensure we have the right coverage and resources in place to support our most important accounts across the financial services markets.

Who You Are:

• 5+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar).
• 2+ years leading high-performing teams.
• Deep understanding of financial services workflows; expertise in investment banking, private equity, and hedge funds is a plus.
• Exceptional communicator with strong presentation skills and the ability to tailor narratives to senior stakeholders.
• Data-driven decision-maker who uses metrics and insights to prioritize and measure success.
• Thrive in a fast-paced, high-growth environment and enjoy building for scale.

What You’ll Do: 

• Lead & Develop a High-Impact Team: Manage a group of approximately 10 Product Specialists, ensuring they have the skills, tools, and confidence to excel in both pre- and post-sales engagements.
• Drive Client Value: Ensure PS-led engagements — from product demos to adoption campaigns — are persona-specific, data-driven, and tied to measurable outcomes.
• Strategic Account Coverage: Partner with sales leadership to prioritize accounts, align team resources, and ensure we’re driving impact where it matters most.
• Operational Excellence: Build scalable playbooks, demo flows, and talk tracks for key personas, leveraging product usage data and GenAI adoption insights.
• Cross-Functional Collaboration: Work with Enablement, Marketing, and Product teams to align messaging, share customer feedback, and roll out new initiatives.

About the Team:

The Customer Success organisation is composed of three teams: Pre-sales, Customer Success, and Support. The Customer Success Manager will join a team of trusted partners alongside their Account Manager, working closely with newly onboarded and existing clients to demonstrate the full value of our platform, develop strong client engagement, drive successful renewals and contribute to growth across dedicated accounts. They are natural problem-solvers, storytellers and product experts who thrive on helping customers make better and faster decisions.

Customer Success Managers combine deep product knowledge, industry experience and ability to build strong client relationships to ensure that each client interaction is both meaningful and impactful. Due to their extensive exposure to a variety of clients both on the buy-side and sell-side, they are the Voice of the Customer, working closely alongside our Product Management and Content teams to help determine future product developments, as well as playing a key role in product Betas and the customer feedback loop.

As a Customer Success Manager focused on Financial Services, you will play a critical role in driving product adoption and delivering ongoing value to our clients, working closely with the wider account team to positively impact net retention. You’ll engage directly with clients and develop a comprehensive understanding of their workflows, challenges, and goals; bridging the gap between the powerful capabilities of our technology and the domain-specific needs of financial professionals across: Asset Management, Investment Banking, Private Equity/Venture Capital and Hedge Funds.

What You’ll Do: 

• Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with your Account Manager and the wider account management team to ensure continuous alignment of account strategies and goals. 
• Leverage Data Driven Insights: Use internal data tools to monitor client engagement, identify opportunities to showcase value, and strengthen platform adoption. Proactively seek growth opportunities while also detecting early signs of churn risk to support retention and long-term account success.
• Build and Curate Financial Services Use Cases: Conduct targeted discovery into clients' unique research workflows and painpoints in order to help them effectively leverage. AlphaSense for their bespoke use cases. Continue to seek out and develop new and emerging use cases with clients as AlphaSense’s capabilities evolve.
• Forge and Maintain Strong Client Relationships: Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges and goals. Deliver white glove service that puts the clients needs first; going above and beyond to build trust and credibility as a Trusted Partner and Product Expert.
• Contribute to Product Development: Translate client feedback and proactively share product & content improvements/enhancement requests internally.

Who You Are:

You have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about the application of AI to the industry. You are client-centric and creative thinker with an ambition to continuously improve processes and a desire to contribute to a fast-growing, entrepreneurial team culture. You are a natural problem solver and prioritise white glove service to go above and beyond for clients. You enjoy autonomy and proactively drive initiatives that contribute to long term success. You enjoy cross-functional partnerships and are able to build strong internal stakeholder relationships.

What You Bring:

• Financial Services Expertise: 2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
• Curiosity About Generative AI in Financial Services: A demonstrated interest in the transformative potential of AI for the financial sector, flexible problem-solving skills and knowledge of the competitive landscape for GenAI in Financial Services.
• Executive Presence & Strong Presentation Skills: A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos etc.
• High-Impact, Ownership Mindset: An exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world's biggest financial firms.
• Consultative Approach: A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms.
• Team Player: Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.
• Collaboration & Influence: Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams, in order to continually help influence and improve our capabilities/product offerings.
• A Proactive Mindset with a passion for client success and continuous improvement

Candidate Requirements:

• Minimum 2 years of work experience in a high growth fintech/SaaS firm in one of sales, client success, product, or a related client-facing or investment role within the Financial Services industry.
• High aptitude and willingness to learn.
• Outstanding oral, written, and presentation skills.
• Effective attention to detail, time management, and task prioritization, even when under pressure.
• Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture.
• Empathetic, curious minded, client-centric

About The Team

The Customer Success organisation is composed of three teams: pre-sales, customer success, and support. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue. They are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions.

Pre-Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high-impact evaluations. This role is specific to the Financial Services vertical, engaging with decision-makers and users to uncover use cases, run tailored demos and evaluations, whilst guiding prospects to successful outcomes. Due to its extensive client exposure, this role is uniquely positioned to partner with cross-functional teams across Product, Content, Sales, Customer Success, Marketing, and Customer Education to inform go-to-market strategy and decisions.

About The Role :

As a Pre-Sales Consultant focused on Financial Services, you will work as part of the sales cycle to bridge the capabilities of our technology with the domain-specific needs and workflows of our clients. You will not only drive value to our clients, but also champion their perspective and play a critical role in defining future use cases in AlphaSense for key personas, including: Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.

What You Will Do:

• Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with Account Executives to take ownership of and run seamless product evaluations in order to drive new business revenue growth.
• Build and Curate Financial Services Use Cases: Conduct targeted discovery into clients' unique research workflows and painpoints in order to help them effectively leverage AlphaSense for their bespoke use cases. Continue to seek out and develop new and emerging use cases with clients as AlphaSense’s capabilities evolve.
• Forge and Maintain Strong Client Relationships: Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges. Build strong rapport with prospects and establish yourself as a credible domain and product expert who is capable of partnering with them and driving value from evaluation inception through to close.
• Contribute to Product Development: Translate client feedback and proactively share product & content improvements/enhancement requests internally.
  
  

Who You Are:

You have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about the application of AI to the industry. You are a systems thinker with an ambition to continuously improve processes and a desire to contribute to a fast-growing, entrepreneurial team culture.

What You Bring:

• Business proficiency in both German and English
• Financial Services Expertise: 2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
• Curiosity About Generative AI in Financial Services: A demonstrated interest in the transformative potential of AI for the financial sector, flexible problem-solving skills and knowledge of the competitive landscape for GenAI in Financial Services.
• Executive Presence & Strong Presentation Skills: A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos etc.
• High-Impact, Ownership Mindset: An exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world's biggest financial firms.
• Consultative Approach: A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms.
• Team Player: Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.
• Collaboration & Influence: Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams, in order to continually help influence and improve our capabilities/product offerings.
• Relevant experience includes, but is not limited to: Solutions Engineering, Sales Engineering, Solutions Consultant.

About the Team

The Financial Modeling Team is a part of the Customer & Product Support (C&PS) department which sits at the intersection of sales, customer success and technical support. The Financial Modeling team is comprised of finance professionals with prior experience in investment banking, equity research, and holds at least one of the following qualifications: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified Management Accountants (CMA), Financial Risk Manager (FRM). The team aims to understand our users' financial data needs to provide solutions that enhance M&A and quantitative research workflows.

The Financial Modeling team provides expert services for our analytical tools so that we can provide customers with a tailored experience when using our products. This seasoned team of investment professionals specializes in onboarding and customer adoption for our Excel add-ins, by developing, converting and validating financial models and library templates. 

About the Role

We are looking to hire an Analyst, Financial Modeling to join the growing Financial Modeling team at AlphaSense. This role marries the technical knowledge of our solution with a deep understanding of our users, across all of the segments and business units that we work with, to realize maximum value from the platform. The team is heavily relied upon to contribute excellent customer service by building financial models, which ultimately maximizes prospect and customer health. In order to learn our business and customer inside and out, this team helps build bespoke client model requests and maintain the template library using the excel add-ins tool. This role spearheads usage and engagement and partners with our product management and engineering teams in determining future product developments that will resonate with the market. 

Customer and Product Support is an excellent launching off point to accelerate your personal growth and career at AlphaSense. The role offers cross-functional exposure across our business, consequently providing you with great exposure to the different areas you may want to develop your career in, as you grow with us.

Who You Are

Basic Requirements

• Post graduate degree in Finance, Accounting or similar. Professional qualification including Chartered Financial Analyst (CFA), FRM.

• An intelligent, articulate, consultative and confident professional with 1-3 years of client-facing experience.

• Have deep and proven expertise in finance and experience building financial models in excel with the ability to interpret financial data and conduct analysis.

• Knowledge of basic accounting concepts and a solid understanding of financial analysis terminology and best practices, such as DCF and financial statements.

• A keen eye for detail and an ability to sift through large data sets to extract meaningful information.

• Excellent time management skills, including the ability to work under pressure to meet tight deadlines.

• You enjoy being part of an entrepreneurial team and work diligently to help others when needed.

• Possess a customer-obsessed mindset and enjoy working through complex problems to find solutions.

• Strong communicator with the innate ability to distill and explain complex issues in simple terms.

• Advanced user of Microsoft Excel, PowerPoint and other Microsoft Office suite products.

• Strong analytical and quantitative skills.

• Effective communication and presentation abilities.

Preferred Requirements

• Experience working using CapIQ, Bloomberg or similar Excel add-ins

• Knowledge of VBA

• Ability to handle ambiguity, proactively identify challenges and present solutions 

• Have an interest in AI, technology and software applications

What You’ll Do

• Deliver a world-class customer experience.

  • Model Buildout: Work on custom model building for all the customers globally to ensure we deliver best in class customer experience. 

  • Model Accuracy: Ensure financial models are accurate, error-free, and reflect the business’s operational complexities.

  • Collaboration: Work closely with cross-functional internal teams to help clients maximize the value from our product offerings.

  • Documentation: Maintain comprehensive documentation of assumptions, methodologies, and formulas used in models.

  • Quality Assurance: Perform rigorous testing to validate model outputs and verify formula integrity.

  • Adaptability: Modify models to accommodate changing business circumstances, regulatory changes, or new data.

  • Problem-Solving: Address complex financial challenges by creating innovative solutions within the modeling framework.

  • Use Excel to produce high-quality models and reports for clients using AlphaSense add-in.

  • Create and present easy-to-understand models for clients

  • Deliver on predefined team targets including delivering outcomes with high quality and excellence.

  • Partner with internal teams to help clients maximize the value from AlphaSense product offerings.

• Be an expert on our product and continuously build your knowledge.

  • Be an expert on the AlphaSense product by proactively learning, staying up-to-date on new features and filling any gaps in your knowledge

  • Identify areas to improve content and contribute to creating and updating knowledge base articles, tutorials, and other support documentation based on their expertise.

  • Innovation: Work with product teams on new enhancements ideas/features for the template library.

  • Assist with special projects as assigned.

About the Team

The Financial Modeling Team is a part of the Customer & Product Support (C&PS) department which sits at the intersection of sales, customer success and technical support. The Financial Modeling team is comprised of finance professionals with prior experience in investment banking, equity research, and holds at least one of the following qualifications: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified Management Accountants (CMA), Financial Risk Manager (FRM). The team aims to understand our users' financial data needs to provide solutions that enhance M&A and quantitative research workflows.

The Financial Modeling team provides expert services for our analytical tools so that we can provide customers with a tailored experience when using our products. This seasoned team of investment professionals specializes in onboarding and customer adoption for our Excel add-ins, by developing, converting and validating financial models and library templates. 

About the Role

We are looking to hire an Analyst, Financial Modeling to join the growing Financial Modeling team at AlphaSense. This role marries the technical knowledge of our solution with a deep understanding of our users, across all of the segments and business units that we work with, to realize maximum value from the platform. The team is heavily relied upon to contribute excellent customer service by building financial models, which ultimately maximizes prospect and customer health. In order to learn our business and customer inside and out, this team helps build bespoke client model requests and maintain the template library using the excel add-ins tool. This role spearheads usage and engagement and partners with our product management and engineering teams in determining future product developments that will resonate with the market. 

Customer and Product Support is an excellent launching off point to accelerate your personal growth and career at AlphaSense. The role offers cross-functional exposure across our business, consequently providing you with great exposure to the different areas you may want to develop your career in, as you grow with us.

Who You Are

Basic Requirements

• Post graduate degree in Finance, Accounting or similar. Professional qualification including Chartered Financial Analyst (CFA), FRM.

• An intelligent, articulate, consultative and confident professional with 1-3 years of client-facing experience.

• Have deep and proven expertise in finance and experience building financial models in excel with the ability to interpret financial data and conduct analysis.

• Knowledge of basic accounting concepts and a solid understanding of financial analysis terminology and best practices, such as DCF and financial statements.

• A keen eye for detail and an ability to sift through large data sets to extract meaningful information.

• Excellent time management skills, including the ability to work under pressure to meet tight deadlines.

• You enjoy being part of an entrepreneurial team and work diligently to help others when needed.

• Possess a customer-obsessed mindset and enjoy working through complex problems to find solutions.

• Strong communicator with the innate ability to distill and explain complex issues in simple terms.

• Advanced user of Microsoft Excel, PowerPoint and other Microsoft Office suite products.

• Strong analytical and quantitative skills.

• Effective communication and presentation abilities.

Preferred Requirements

• Experience working using CapIQ, Bloomberg or similar Excel add-ins

• Knowledge of VBA

• Ability to handle ambiguity, proactively identify challenges and present solutions 

• Have an interest in AI, technology and software applications

What You’ll Do

• Deliver a world-class customer experience.

  • Model Buildout: Work on custom model building for all the customers globally to ensure we deliver best in class customer experience. 

  • Model Accuracy: Ensure financial models are accurate, error-free, and reflect the business’s operational complexities.

  • Collaboration: Work closely with cross-functional internal teams to help clients maximize the value from our product offerings.

  • Documentation: Maintain comprehensive documentation of assumptions, methodologies, and formulas used in models.

  • Quality Assurance: Perform rigorous testing to validate model outputs and verify formula integrity.

  • Adaptability: Modify models to accommodate changing business circumstances, regulatory changes, or new data.

  • Problem-Solving: Address complex financial challenges by creating innovative solutions within the modeling framework.

  • Use Excel to produce high-quality models and reports for clients using AlphaSense add-in.

  • Create and present easy-to-understand models for clients

  • Deliver on predefined team targets including delivering outcomes with high quality and excellence.

  • Partner with internal teams to help clients maximize the value from AlphaSense product offerings.

• Be an expert on our product and continuously build your knowledge.

  • Be an expert on the AlphaSense product by proactively learning, staying up-to-date on new features and filling any gaps in your knowledge

  • Identify areas to improve content and contribute to creating and updating knowledge base articles, tutorials, and other support documentation based on their expertise.

  • Innovation: Work with product teams on new enhancements ideas/features for the template library.

  • Assist with special projects as assigned.

About the Team

The Financial Modeling Team is a part of the Customer & Product Support (C&PS) department which sits at the intersection of sales, customer success and technical support. The Financial Modeling team is comprised of finance professionals with prior experience in investment banking, equity research, and holds at least one of the following qualifications: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified Management Accountants (CMA), Financial Risk Manager (FRM). The team aims to understand our users' financial data needs to provide solutions that enhance M&A and quantitative research workflows.

The Financial Modeling team provides expert services for our analytical tools so that we can provide customers with a tailored experience when using our products. This seasoned team of investment professionals specializes in onboarding and customer adoption for our Excel add-ins, by developing, converting and validating financial models and library templates. 

About the Role

We are looking to hire an Analyst, Financial Modeling to join the growing Financial Modeling team at AlphaSense. This role marries the technical knowledge of our solution with a deep understanding of our users, across all of the segments and business units that we work with, to realize maximum value from the platform. The team is heavily relied upon to contribute excellent customer service by building financial models, which ultimately maximizes prospect and customer health. In order to learn our business and customer inside and out, this team helps build bespoke client model requests and maintain the template library using the excel add-ins tool. This role spearheads usage and engagement and partners with our product management and engineering teams in determining future product developments that will resonate with the market. 

Customer and Product Support is an excellent launching off point to accelerate your personal growth and career at AlphaSense. The role offers cross-functional exposure across our business, consequently providing you with great exposure to the different areas you may want to develop your career in, as you grow with us.

Who You Are

Basic Requirements

• Post graduate degree in Finance, Accounting or similar. Professional qualification including Chartered Financial Analyst (CFA), FRM.

• An intelligent, articulate, consultative and confident professional with 1-3 years of client-facing experience.

• Have deep and proven expertise in finance and experience building financial models in excel with the ability to interpret financial data and conduct analysis.

• Knowledge of basic accounting concepts and a solid understanding of financial analysis terminology and best practices, such as DCF and financial statements.

• A keen eye for detail and an ability to sift through large data sets to extract meaningful information.

• Excellent time management skills, including the ability to work under pressure to meet tight deadlines.

• You enjoy being part of an entrepreneurial team and work diligently to help others when needed.

• Possess a customer-obsessed mindset and enjoy working through complex problems to find solutions.

• Strong communicator with the innate ability to distill and explain complex issues in simple terms.

• Advanced user of Microsoft Excel, PowerPoint and other Microsoft Office suite products.

• Strong analytical and quantitative skills.

• Effective communication and presentation abilities.

Preferred Requirements

• Experience working using CapIQ, Bloomberg or similar Excel add-ins

• Knowledge of VBA

• Ability to handle ambiguity, proactively identify challenges and present solutions 

• Have an interest in AI, technology and software applications

What You’ll Do

• Deliver a world-class customer experience.

  • Model Buildout: Work on custom model building for all the customers globally to ensure we deliver best in class customer experience. 

  • Model Accuracy: Ensure financial models are accurate, error-free, and reflect the business’s operational complexities.

  • Collaboration: Work closely with cross-functional internal teams to help clients maximize the value from our product offerings.

  • Documentation: Maintain comprehensive documentation of assumptions, methodologies, and formulas used in models.

  • Quality Assurance: Perform rigorous testing to validate model outputs and verify formula integrity.

  • Adaptability: Modify models to accommodate changing business circumstances, regulatory changes, or new data.

  • Problem-Solving: Address complex financial challenges by creating innovative solutions within the modeling framework.

  • Use Excel to produce high-quality models and reports for clients using AlphaSense add-in.

  • Create and present easy-to-understand models for clients

  • Deliver on predefined team targets including delivering outcomes with high quality and excellence.

  • Partner with internal teams to help clients maximize the value from AlphaSense product offerings.

• Be an expert on our product and continuously build your knowledge.

  • Be an expert on the AlphaSense product by proactively learning, staying up-to-date on new features and filling any gaps in your knowledge

  • Identify areas to improve content and contribute to creating and updating knowledge base articles, tutorials, and other support documentation based on their expertise.

  • Innovation: Work with product teams on new enhancements ideas/features for the template library.

  • Assist with special projects as assigned.

About the Team:

The Customer Success team is composed of our Product Specialist group, a team of highly trained product experts as well as our Account Managers, who provide strategic guidance to our robust book of business, spanning from Fortune 1000 businesses to some of the largest financial institutions in the world.

First and foremost, the Customer Success team are value added partners to our clients. We are extremely consultative in our approach and will do everything we can to solve for client challenges through our product. We spend our waking hours obsessing over our customers and making sure they have the right data at their fingertips to make the best decision possible.  We are responsible for retaining our customers, maximizing usage of the product and partnering with the sales team to uncover opportunities to grow our business.

About the Role: 

The Account Manager, Financial Services is responsible for developing three-dimensional relationships with customers and key stakeholders in order to effectively retain and grow our customer base. In this role, you will serve as our Financial clients’ main point of contact for inbound queries, outbound engagement, relationship updates, and renewal discussions. You’ll need to be versatile. You will work with a variety of clients from Hedge Funds, Asset Managers, Investment Banks to Private Equity and more.. In this role, you’ll be expected to collaborate with account executives, identifying new business opportunities to help expand our footprint within each client account.

While key performance indicators include retention rate and the identification of growth opportunities, the responsibilities of Account Managers go much deeper. The team also extracts a wealth of knowledge from our clients, bringing that internally to product, marketing and sales teams in order to maximize the effectiveness of our business’ strategy and communication.

Who You Are:

• Relationship-driven: You have a strong ability to develop instant rapport with new people and you’ve demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies
• A subject matter expert: You excel at what you do and know how to succeed within your role -- this includes both internal and external relationship management as well as strong business acumen and commitment to effective processes and tactics
• Energetic and Creative: You possess a natural intellectual curiosity with the ability to learn and adapt quickly
• You understand our business: We are a rapidly growing SaaS company and are incredibly passionate about our product. We are looking for individuals who understand best practices for client engagement within a SaaS environment; preferably with exposure to AI and/or research-based products
• Committed to delivering results: You set the example for grit, work ethic, initiative, enthusiasm and commitment amongst your peers.
• A strong communicator: You’ll regularly be engaged with anyone from an Analyst to a C-level executive and that requires exceptional oral, written and presentation skills. You’ll need to distill and explain complex issues in simple terms.

What You’ll Do: 

• Maximize retention rate across the book of business
• You’ll increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals
• Identify revenue at risk in order to best position the company to prevent churn
• Forecast retention rates
• Collaborate with Account Executives to identify growth opportunities within the book of business
• Understand the ins and out of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively:  1) communicate with users, 2) communicate with decision makers, 3) identify white space, 4) partner with AE to craft most compelling messaging to prospective users
• Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor
• Hold Business Reviews with key stakeholders
• Plan and execute new user onboarding and training initiatives
• Consistent proactive outreach with material and information that’s relevant for our user base
• Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
• Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense
• Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts
• Allocate time effectively to work most closely with high and mid-touch accounts

About the Team:

Pre-Sales Consultants (PSCs) act as revenue support to our trusted partners to our Account Executives, working closely with prospective clients to demonstrate the value of our platform and help win new business. They combine deep product knowledge, commercial acumen, industry experience and strong client intuition to run high-impact evaluations. PSCs are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions. This role would manage the US Financial Services pre-sales team which is a critical driver of growth.

About the Role: 

As the Manager for US Financial Services Pre-Sales, you will lead a team of approximately 12 Pre-Sales Consultants. Your focus will be guiding the team to:

• Partner with Account Executives to run seamless product evaluations and drive new business across key verticals
• Lead product demos, discovery calls, and tailored workshops to uncover and position value
• Translate client challenges into compelling use cases that showcase the power of AlphaSense
• Collaborate with Support, Sales, Product, and Content teams to close feedback loops and influence roadmap priorities
• Maintain a consultative, user-first mindset throughout every evaluation, building trust and credibility with prospective clients and cross-functional stakeholders 

Who You Are:

We are seeking a team-oriented, data-driven leader eager to lead the continued growth of this critical function. Key responsibilities include:

• Team Leadership & Development: Directly manage a team of 12+ Pre-Sales Consultants responsible for supporting Account Executives in closing trials. This includes coaching and mentoring on development and best practices, establishing team accountability, and adapting your managerial style to effectively support and challenge each direct report
• Strategy & Growth: Evaluate and implement resource coverage models to support scalability, and proactively recruit top talent, upholding a high bar of excellence.
• Performance & Reporting: Provide transparency and strategic insight into team performance to management by consistently tracking and reporting key day-to-day metrics.
• Cross-Functional Partnership: Build impactful relationships with cross-functional leaders (Sales, Account Management, Sales Enablement, Product, Marketing, etc.) to drive successful business growth outcomes.

You are also someone who is:

• Curious & Driven: Passionate about learning, naturally curious, and always seeking the next challenge.
• A Role Model: Ambitious, leading by example, and demonstrating integrity and curiosity in all interactions.
• Experienced Problem-Solver: Possessing significant experience working directly with users and clients to solve complex problems.
• Growth-Minded: Comfortable giving and receiving 360 feedback, viewing it as a valuable gift for continuous improvement.

Required Qualifications

• Experience: 5+ years of work experience in sales or client success, including a minimum of 2 years of direct people management experience, where you were responsible for a team of at least 7 client-facing professionals.
• Adaptability: High aptitude and willingness to learn complex technical knowledge on the job, necessary to support our diverse client base.
• Interpersonal Skills: Superior ability to develop and maintain positive relationships and rapport with people, coupled with a proactive demeanor.
• Execution: Proven effectiveness in time management, task prioritization, and maintaining attention to detail, even under pressure.
• Work Style: Interest and ability to work autonomously within a small, fast-growing company.

Location: NYC Preferred, Boston/Chicago, Remote

About the Role

This role sits on our Financial Services Account Management team where clients include  Fortune 1000 firms and leading asset managers, hedge funds, and investment banks. Account Managers at AlphaSense own long-term outcomes for a named book of high-value Financial Services customers. They are the primary commercial and relationship owner, responsible for renewals, customer health, adoption, and expansion. They ensure AlphaSense is embedded in daily workflows and delivers measurable business impact.

Operating as a trusted advisor, Account Managers engage stakeholders from daily users to senior executives and partner closely with Account Executives on expansion opportunities, while retaining full accountability for retention and renewals.

This is a high-growth, high-velocity role in a fast-paced, pressurized environment. Success requires strong business judgment, comfort with ambiguity, clear ownership of outcomes, and the ability to prioritize and move quickly while staying accountable.

Who You Are

• Comfortable under pressure: You perform well in a high-growth environment where priorities shift and expectations are high. You take ownership and stay composed when things move fast.
• Commercially minded: You think in terms of outcomes and risk. You understand renewal ownership, expansion motions, and what it takes to protect recurring revenue.
• Financial Services literate: You have a solid understanding of how financial firms operate and can lead credible conversations with sophisticated stakeholders.
• Fluent in SaaS: You understand modern account management, including usage-based value, renewals, forecasting, and metrics-driven execution.
• Structured and proactive: You anticipate risk, manage competing demands, and operate with clarity and urgency.
• Strong communicator: You can distill complex topics quickly and move conversations toward decisions in time-sensitive situations.

What You’ll Do

• Customer Ownership & Retention
  • Own renewals end-to-end, including strategy, forecasting, timing, and execution
  • Identify risk early and drive mitigation plans decisively with internal partners
  • Maintain accurate forecasts, disciplined account plans, and clear next steps
• Growth & Expansion
  • Identify and drive expansion opportunities by building conviction around value and outcomes
  • Partner with Account Executives to execute upsell motions within existing clients
  • Increase adoption by aligning AlphaSense to real client workflows and priorities
• Value Delivery & Executive Engagement
  • Ensure AlphaSense delivers sustained value throughout the customer lifecycle
  • Lead focused, outcome-driven executive conversations and business reviews
  • Build multi-threaded relationships across users, decision-makers, and sponsors
• Internal Collaboration & Execution
  • Move quickly and stay aligned across Sales, Customer Success, Product, RevOps, and Support
  • Maintain a high bar for CRM hygiene, forecasting accuracy, and follow-through
  • Prioritize relentlessly across a demanding book of business.

About the Role: 

This role sits at the intersection of Account Management and Strategic Partnerships, supporting broker partners who both use the AlphaSense platform to produce research and distribute their proprietary research through our network.

You will serve as the day-to-day commercial owner for a defined group of sell-side and independent research firms, driving adoption across analyst teams, strengthening relationships with research leadership, and supporting the value of their research within the AlphaSense ecosystem.

Unlike traditional account management roles, this position balances platform adoption, commercial growth, and the health of a dual-sided partnership.

Who You Are and What You Bring:

You bring a foundation in capital markets and a curiosity for how technology is reshaping research workflows. You are commercially aware, analytically minded, and comfortable operating in a fast-moving environment.

Financial Services Grounding: You have spent time inside or alongside equity research, investment banking, capital markets, or a Financial Services-focused SaaS environment. You understand how research is produced, how analysts consume information, and what differentiates firms competing for attention in a crowded market.

Commercial Instinct with Accountability: You think beyond activity and focus on outcomes. You are comfortable owning renewal conversations, identifying growth opportunities, and balancing relationship building with commercial rigor.

Analytical Mindset: You are comfortable working with data and context. Usage signals, workflow behavior, and market trends help you tell a clearer story about value and risk. You approach problems with structure and curiosity rather than assumptions.

Credible Communicator Across Seniority Levels: You can engage a junior associate in a detailed workflow discussion and then shift seamlessly into a strategic conversation with a Head of Research. You communicate with clarity, confidence, and respect for your audience’s expertise.

Ownership Mentality: You take responsibility for your partnerships. You are proactive, adaptable, and comfortable navigating ambiguity as both AlphaSense and the broader AI landscape continue to evolve.

Education and Experience: You typically bring 1 to 3 years of experience in a Financial Services or closely related environment, along with a degree in Finance, Economics, or a similar discipline.

What You’ll Do: 

Partnership & Account Ownership

• Manage the commercial lifecycle for assigned broker partners, including strategy, forecasting, and renewals.
• Identify expansion opportunities aligned to research visibility and analyst productivity.
• Act as a strategic advisor as partners adopt AI-powered research workflows.

Execution & Adoption

• You will drive meaningful platform adoption across analyst teams to ensure partners realize measurable value.
• You will lead thoughtful business reviews that translate usage trends into business outcomes, reinforcing AlphaSense’s role as a strategic partner.
• You will monitor engagement signals and relationship dynamics to identify risk early, then execute clear mitigation plans that protect long-term partnership value.

Internal Collaboration

• Represent the voice of sell-side partners across Product, Sales, and Content teams.
• Maintain strong operational rigor through clear CRM hygiene and forecasting discipline.

What Success Looks Like:

• Within your first year, you have built credibility with both analysts and research leadership across your broker partnerships, and AlphaSense is viewed as a core part of the research workflow rather than just another tool.
• You bring structure and predictability to your book of business. Renewal conversations start early, risk is surfaced proactively, and your forecasting reflects a clear understanding of relationship health and usage trends.
• Platform adoption expands across analyst teams through thoughtful engagement grounded in how research professionals actually work. Your business reviews connect AlphaSense usage to tangible outcomes such as workflow efficiency, stronger research distribution, and increased visibility.
• Internally, you are a trusted voice for your partners. Product, Sales, and Content teams rely on your insight to inform decisions that strengthen the long term value of AlphaSense.

About the Team:

Customer & Product Support (C&PS) sits at the intersection of sales, customer success and R&D teams. Through close teamwork and collaboration, we drive positive customer outcomes and ensure seamless access and optimal utilization of AlphaSense’s market-leading platform and products. We are committed to enhancing every user’s experience through consistent delivery of prompt and knowledgeable responses. The Customer & Product Support team is based globally across the US, UK, India and Singapore.

About the Role: 

We are looking for a proactive and experienced Senior Cloud Support Engineer to join our dynamic team. In this role, you will serve as a key technical resource and advocate for our customers, tackling complex technical challenges and driving customer satisfaction.  You will leverage your expertise in cloud technologies, distributed systems and AI-driven search platforms to ensure smooth deployment, troubleshooting, and optimization of customer solutions. 

This role is ideal for someone who thrives in a fast-paced environment and enjoys solving high-impact problems. 

For longer-term growth opportunities within AlphaSense, we see this role as a stepping stone for those interested in growing into our Site Reliability Engineering (SRE) team. To make this possible, we have a program to facilitate ongoing training and tight collaboration with Engineering. Other options for progression pathways will be dependent on skill sets and individual performance goals. 

What You’ll Do: 

• Deliver exceptional technical support: Act as the second line of defense for technical queries, ensuring timely and effective resolution of customer issues through close collaboration between L1 support and R&D teams. 
• Troubleshoot and resolve technical challenges: Investigate, diagnose, and resolve issues related to both SaaS and private cloud environments, including AWS infrastructure and Kubernetes workloads, agentic systems and MCP connectors, providing necessary detail for Product and Engineering to carry forward complex cases.
• Collaborate cross-functionally: Partner with the wider Customer & Product Support organization, Product and Engineering and Customer Education teams to relay customer feedback, identify opportunities for improvement, and contribute to strategic product enhancements.
• Contribute to knowledge sharing: Create and update support documentation, KEDBs, FAQs, and tutorials to empower customers and internal teams.
• Be an advocate for customers: Represent the voice of the customer in internal discussions and initiatives to maximize the value of our platform and products.
• Be an expert on our product and continuously build your knowledge: Be an expert on the AlphaSense product by proactively learning, staying up-to-date on new features and filling any gaps in your knowledge.

Who You Are:

• A technically skilled professional with 3–5 years in technical support, IT operations, or a related field.
• A strong communicator with the ability to distill complex technical concepts for diverse audiences.
• A problem-solver with a proactive and customer-first mindset.
• Adaptable and eager to continuously learn and improve.
• Enjoy being part of an entrepreneurial team and work diligently to help others when needed.

Minimum Qualifications:

• Bachelor’s degree in Computer Science, Information Technology, or a related field (or equivalent practical experience) 
• Proficiency in CLI tools (e.g., kubectl, awscli) and scripting skills in Python, JavaScript, or similar
• Understand GraphQL, REST APIs and MCP related troubleshooting
• Experience and knowledge of connecting LLMs to external tools, including multi-agent systems 
• Experience with alerting/logging systems (e.g., Prometheus, Grafana, FireHydrant) 
• Demonstrated ability  to communicate complex technical concepts to customers and team members
• Experience in managing customer support cases throughout their lifecycle, including inquiry, triage, bug reporting, and resolution.
• Ability to create and maintain runbooks that ensure clear and actionable documentation for deeper troubleshooting procedures and Level 1 and 2 support training

Preferred Qualifications:

• Experience in networking and troubleshooting complex network issues
• Experience troubleshooting in at least one major cloud platform (preferably AWS) and containerized environments using Kubernetes or Docker.
• Extensive experience working with GraphQL and other web APIs
• Hands-on experience with Infrastructure as Code tools, such as Crossplane, and related troubleshooting 
• Experience with Search Technologies and Data Storages (e.g. Vespa, ElasticSearch, MongoDB, MySQL)
• Experience or familiarity with the Java programming language
• Experience with standard software release lifecycles

About the Team:

Pre-Sales Consultants (PSCs) act as trusted partners to our Account Executives, working closely with prospective clients to demonstrate the value of our platform and help win new business. They combine deep product knowledge, commercial acumen, industry experience and strong client intuition to run high-impact evaluations. PSCs are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions. This role would manage the US Financial Services pre-sales team which is a critical driver of growth.

About the Role: 

As the Pre-Sales Manager for the US Financial Services team, you will lead a team of approximately 12 Pre-Sales Consultants. Your focus will be guiding the team to:

• Partner with Account Executives to run seamless product evaluations and drive new business across key verticals
• Lead product demos, discovery calls, and tailored workshops to uncover and position value
• Translate client challenges into compelling use cases that showcase the power of AlphaSense
• Collaborate with Support, Sales, Product, and Content teams to close feedback loops and influence roadmap priorities
• Maintain a consultative, user-first mindset throughout every evaluation, building trust and credibility with prospective clients and cross-functional stakeholders 

Who You Are:

We are seeking a team-oriented, data-driven leader eager to lead the continued growth of this critical function. Key responsibilities include:

• Team Leadership & Development: Directly manage a team of 12+ Pre-Sales Consultants responsible for supporting Account Executives in closing trials. This includes coaching and mentoring on development and best practices, establishing team accountability, and adapting your managerial style to effectively support and challenge each direct report
• Strategy & Growth: Evaluate and implement resource coverage models to support scalability, and proactively recruit top talent, upholding a high bar of excellence.
• Performance & Reporting: Provide transparency and strategic insight into team performance to management by consistently tracking and reporting key day-to-day metrics.
• Cross-Functional Partnership: Build impactful relationships with cross-functional leaders (Sales, Account Management, Sales Enablement, Product, Marketing, etc.) to drive successful business growth outcomes.

You are also someone who is:

• Curious & Driven: Passionate about learning, naturally curious, and always seeking the next challenge.
• A Role Model: Ambitious, leading by example, and demonstrating integrity and curiosity in all interactions.
• Experienced Problem-Solver: Possessing significant experience working directly with users and clients to solve complex problems.
• Growth-Minded: Comfortable giving and receiving 360 feedback, viewing it as a valuable gift for continuous improvement.

Required Qualifications

• Experience: 5+ years of work experience in sales or client success, including a minimum of 2 years of direct people management experience, where you were responsible for a team of at least 7 client-facing professionals.
• Adaptability: High aptitude and willingness to learn complex technical knowledge on the job, necessary to support our diverse client base.
• Interpersonal Skills: Superior ability to develop and maintain positive relationships and rapport with people, coupled with a proactive demeanor.
• Execution: Proven effectiveness in time management, task prioritization, and maintaining attention to detail, even under pressure.
• Work Style: Interest and ability to work autonomously within a small, fast-growing company.

About the Team:

Pre-Sales Consultants (PSCs) act as trusted partners to our Account Executives, working closely with prospective clients to demonstrate the value of our platform and help win new business. They combine deep product knowledge, commercial acumen, industry experience and strong client intuition to run high-impact evaluations. PSCs are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions. This role would manage the US Financial Services pre-sales team which is a critical driver of growth.

About the Role: 

As the Pre-Sales Manager for the US Financial Services team, you will lead a team of approximately 12 Pre-Sales Consultants. Your focus will be guiding the team to:

• Partner with Account Executives to run seamless product evaluations and drive new business across key verticals
• Lead product demos, discovery calls, and tailored workshops to uncover and position value
• Translate client challenges into compelling use cases that showcase the power of AlphaSense
• Collaborate with Support, Sales, Product, and Content teams to close feedback loops and influence roadmap priorities
• Maintain a consultative, user-first mindset throughout every evaluation, building trust and credibility with prospective clients and cross-functional stakeholders 

Who You Are:

We are seeking a team-oriented, data-driven leader eager to lead the continued growth of this critical function. Key responsibilities include:

• Team Leadership & Development: Directly manage a team of 12+ Pre-Sales Consultants responsible for supporting Account Executives in closing trials. This includes coaching and mentoring on development and best practices, establishing team accountability, and adapting your managerial style to effectively support and challenge each direct report
• Strategy & Growth: Evaluate and implement resource coverage models to support scalability, and proactively recruit top talent, upholding a high bar of excellence.
• Performance & Reporting: Provide transparency and strategic insight into team performance to management by consistently tracking and reporting key day-to-day metrics.
• Cross-Functional Partnership: Build impactful relationships with cross-functional leaders (Sales, Account Management, Sales Enablement, Product, Marketing, etc.) to drive successful business growth outcomes.

You are also someone who is:

• Curious & Driven: Passionate about learning, naturally curious, and always seeking the next challenge.
• A Role Model: Ambitious, leading by example, and demonstrating integrity and curiosity in all interactions.
• Experienced Problem-Solver: Possessing significant experience working directly with users and clients to solve complex problems.
• Growth-Minded: Comfortable giving and receiving 360 feedback, viewing it as a valuable gift for continuous improvement.

Required Qualifications

• Experience: 5+ years of work experience in sales or client success, including a minimum of 2 years of direct people management experience, where you were responsible for a team of at least 7 client-facing professionals.
• Adaptability: High aptitude and willingness to learn complex technical knowledge on the job, necessary to support our diverse client base.
• Interpersonal Skills: Superior ability to develop and maintain positive relationships and rapport with people, coupled with a proactive demeanor.
• Execution: Proven effectiveness in time management, task prioritization, and maintaining attention to detail, even under pressure.
• Work Style: Interest and ability to work autonomously within a small, fast-growing company.

About the Team:

Our Customer Success team is made up of two distinct roles: Customer Success Managers and Account Managers. Customer Success Managers focus on driving product adoption and client outcomes, while Account Managers own and manage commercial relationships and identify growth opportunities. These teams partner to support a wide range of client personas from Fortune 5000 companies. 
We act as consultative partners, helping clients solve challenges using our product and ensuring they have the data needed to make informed decisions. Our goal is to retain customers, maximize product usage, and grow relationships over time.

About the Role: 

The Director of Account Management will lead a team of 8-10 Account Managers, playing a critical role in driving renewals and expanding customer relationships. This leader will guide the team to exceed retention targets, uncover growth opportunities, and partner closely with Customer Success to deliver long-term client value. We’re looking for a data-driven leader with strong management experience who is eager to scale the Account Management function and drive AlphaSense’s continued success.

Who You Are:

• Proven Leader: You’ve successfully managed teams and are passionate about developing your people.
• Systems-Oriented: You’re a strategic thinker who excels at creating efficient, scalable processes.
• Customer-Centric: You measure success by the success of your customers and inspire your team to do the same.
• Coaching & Feedback Enthusiast: You’re dedicated to adding value to your team through regular coaching and feedback.
• Ambitious & Curious: You approach challenges with curiosity and integrity, always striving to learn and grow.
• Experienced Relationship Builder: You’re comfortable building relationships with senior clients and handling escalations, always valuing open, real conversations.
• Servant Leader: You view leadership as a privilege and are deeply committed to helping others succeed.
• Effective Communicator: You can break down complex data into actionable insights and communicate them clearly.

What You’ll Do: 

• Lead a team of Account Managers, helping them achieve and surpass renewal targets and uncover growth opportunities, working closely with Account Executives to close deals.
• Drive customer outcomes by improving renewal rates, reducing churn, and expanding revenue through deeper client relationships and product adoption.
• Manage revenue growth and forecasting, talent development, and shaping the customer narrative with data.
• Coach and mentor your team on call coaching, best practices, and accountability.
• Provide visibility into your team’s performance to leadership.
• Recruit top talent to build your growing team.
• Collaborate with sales to drive successful growth outcomes.

Role Requirements: 

• 10+ years of experience in sales, account management, or client success, with at least 5 years in people management
• Have experience working seven-figure deals, strategic account servicing and renewal negotiations
• Strong aptitude for learning, particularly in a technical SaaS environment
• Experience operationalizing the customer journey
• Confident, consultative, and client-facing professional with a proactive personality
• Ability to thrive in a dynamic, entrepreneurial environment
• Strong rapport-building skills and a positive, energetic attitude
• Excellent oral, written, and presentation skills
• Great time management skills, even under pressure
• Willingness to travel as needed

Location: US Remote (Eastern/Central Preferred)

Reports to: Director, Account Management

About the Team:

Our Customer Success team is made up of Product Specialists and Account Directors who are passionate about helping our clients succeed. We partner with a diverse range of organizations, from Fortune 1000 companies to some of the largest financial institutions globally.

As a team, we are committed to providing value to our clients. We take a consultative approach to solve challenges through our product, ensuring our customers have the right data to make informed decisions. We focus on retaining customers, maximizing product usage, and collaborating with the sales team to uncover growth opportunities.

About the Role:

We’re looking for a high-impact Account Director to own and expand relationships with our Corporate clients. You'll be the primary point of contact for a book of Fortune 1000 accounts—driving renewals, adoption, and growth. You’ll work cross-functionally with Sales, Customer Success, Product, and Marketing to ensure clients see AlphaSense as a strategic partner, not just a vendor.

Who You Are:

• Relationship-driven: You have a strong ability to develop instant rapport with new people and you’ve demonstrated success at managing and growing relationships within Fortune 1000 clients
• A subject matter expert: You excel at what you do and know how to succeed within your role -- this includes both internal and external relationship management as well as strong business acumen and commitment to effective processes and tactics
• Energetic and Creative: You possess a natural intellectual curiosity with the ability to learn and adapt quickly
• You understand our business: We are a rapidly growing SaaS company and are incredibly passionate about our product. We are looking for individuals who understand best practices for client engagement within a SaaS environment
• Committed to delivering results: You set the example for grit, work ethic, initiative, enthusiasm and commitment amongst your peers.
• A strong communicator: You’ll regularly be engaged with day-to-day users to C-level executives and that requires exceptional oral, written and presentation skills. You’ll need to distill and explain complex issues in simple terms.

What You’ll Do: 

• Forecast and maximize retention rate across your book of business
• Increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals
• Identify revenue at risk in order to best position the company to prevent churn
• Collaborate with Account Executives to identify growth opportunities within the book of business
• Understand the ins and outs of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively: 1) communicate with users, 2) communicate with decision makers, 3) identify white space, 4) partner with AE to craft most compelling messaging to prospective users
• Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor
• Hold Business Reviews with key stakeholders
• Plan and execute new user onboarding and training initiatives
• Consistent proactive outreach with material and information that’s relevant for our user base
• Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
• Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense
• Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts

About the Role:

AlphaSense is looking to add a solutions architect to our Application Specialist team to support the sales team in pre-sales positioning and trial support, information security review, and large technical implementations. Over the past year, this team has been central in determining the product/market fit, support organizational training, and close & implement our initial set of customers for our Enterprise Intelligence solution.  

The adoption rate of the EI offering will deliver significant growth for AlphaSense in 2025 and beyond, driving the need to expand the team. We are excited to invest in the addition of entrepreneurial-minded employees to help bring this new product to additional client segments and realize its full potential.

As part of the Application Specialist team, you will work at the intersection of customer engagement, sales, enablement, product, and engineering. Your role will involve guiding clients through complex business challenges, aligning AlphaSense’s AI-powered insights to meet their goals, and contributing real-world feedback to influence our product roadmap. This role requires deep technical expertise, creativity in problem-solving, and outstanding client engagement skills.

What You’ll Do: 

• Develop a deep understanding of clients’ strategic business and technical objectives, mapping AlphaSense’s capabilities to drive organizational impact.
• Act as a trusted advisor, guiding customers and prospects in executing effective data and knowledge management strategies with AlphaSense’s EI solution.
• Lead technical evaluations by designing and delivering compelling product demonstrations that highlight unique Enterprise Intelligence use cases and applications.
• Drive customer adoption by identifying new, creative applications for our EI solution across diverse industries and functional areas.
• Collaborate closely with engineering to ensure seamless post-sale support and product optimization.
• Operate cross-functionally, leveraging all aspects of the AlphaSense platform to deepen engagement and expand product use within client organizations.
• Serve as an Enterprise Intelligence subject matter expert for internal stakeholders, enhancing understanding of EI capabilities, use cases, and implementation best practices.

Who You Are:

• Entrepreneurial mindset with a passion for driving customer adoption and contributing to strategic product direction.
• 5+ years of pre-sales experience with complex, technical products, ideally within a SaaS or AI-driven solution environment.
• 10+ years of customer facing experience for a SaaS solution
• Exceptional presentation skills, adept at conveying technical concepts to both business and technical stakeholders.
• Proven ability to manage complex sales processes, engaging multiple client departments and levels of leadership.
• Technical acumen with experience in REST or GraphQL APIs, able to collaborate effectively with engineering and technical teams.
• Technical proficiency in software development within one or more of the following:
  • Backend development (Java, C#, Node.js, Python, PHP)
  • Web development (JavaScript, HTML/CSS, front-end frameworks such as React, Vue.js, or Angular)
• Collaborative and influential, skilled in building credibility and fostering strong relationships across the organization.
• Knowledge of cloud platforms (AWS, Google Cloud, Microsoft Azure) and cloud-based application architecture.
• Background in financial markets or FinTech and experience with market intelligence solutions is a plus.

About the Role:

AlphaSense is looking to add a solutions architect to our Application Specialist team to support the sales team in pre-sales positioning and trial support, information security review, and large technical implementations. Over the past year, this team has been central in determining the product/market fit, support organizational training, and close & implement our initial set of customers for our Enterprise Intelligence solution.  

The adoption rate of the EI offering will deliver significant growth for AlphaSense in 2025 and beyond, driving the need to expand the team. We are excited to invest in the addition of entrepreneurial-minded employees to help bring this new product to additional client segments and realize its full potential.

As part of the Application Specialist team, you will work at the intersection of customer engagement, sales, enablement, product, and engineering. Your role will involve guiding clients through complex business challenges, aligning AlphaSense’s AI-powered insights to meet their goals, and contributing real-world feedback to influence our product roadmap. This role requires deep technical expertise, creativity in problem-solving, and outstanding client engagement skills.

What You’ll Do: 

• Develop a deep understanding of clients’ strategic business and technical objectives, mapping AlphaSense’s capabilities to drive organizational impact.
• Act as a trusted advisor, guiding customers and prospects in executing effective data and knowledge management strategies with AlphaSense’s EI solution.
• Lead technical evaluations by designing and delivering compelling product demonstrations that highlight unique Enterprise Intelligence use cases and applications.
• Drive customer adoption by identifying new, creative applications for our EI solution across diverse industries and functional areas.
• Collaborate closely with engineering to ensure seamless post-sale support and product optimization.
• Operate cross-functionally, leveraging all aspects of the AlphaSense platform to deepen engagement and expand product use within client organizations.
• Serve as an Enterprise Intelligence subject matter expert for internal stakeholders, enhancing understanding of EI capabilities, use cases, and implementation best practices.

Who You Are:

• Entrepreneurial mindset with a passion for driving customer adoption and contributing to strategic product direction.
• 5+ years of pre-sales experience with complex, technical products, ideally within a SaaS or AI-driven solution environment.
• 10+ years of customer facing experience for a SaaS solution
• Exceptional presentation skills, adept at conveying technical concepts to both business and technical stakeholders.
• Proven ability to manage complex sales processes, engaging multiple client departments and levels of leadership.
• Technical acumen with experience in REST or GraphQL APIs, able to collaborate effectively with engineering and technical teams.
• Technical proficiency in software development within one or more of the following:
  • Backend development (Java, C#, Node.js, Python, PHP)
  • Web development (JavaScript, HTML/CSS, front-end frameworks such as React, Vue.js, or Angular)
• Collaborative and influential, skilled in building credibility and fostering strong relationships across the organization.
• Knowledge of cloud platforms (AWS, Google Cloud, Microsoft Azure) and cloud-based application architecture.
• Background in financial markets or FinTech and experience with market intelligence solutions is a plus.