About AlphaSense

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.

The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets.

Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

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 & What You’ll Do:

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 pain points 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:

• 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.

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.

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.

About the Role: 

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

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 organization 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 guide prospects to successful outcomes. Due to their extensive exposure to clients, they are in a prime position to partner with 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.

About The Role & What You’ll Do:

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 pain points 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:

• 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.

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.

What We Offer

• Competitive compensation and performance incentives.
• Comprehensive health coverage.
• The chance to join a collaborative, high-energy team making a measurable impact for some of the world’s most influential companies.

About The Team

The Customer Success organization is composed of three teams: pre-sales, customer success, and support. The CS org is dedicated to ensuring every client realizes the full value of their investment in our platform, working as an integrated partner to help clients achieve meaningful outcomes and embed AlphaSense into their everyday decision-making.

By blending industry knowledge, product expertise, and a deep understanding of client priorities, the team helps organizations uncover new use cases, accelerate adoption, and sustain long-term growth. Their close engagement with clients also creates a powerful feedback loop—informing product innovation, shaping content strategy, and ensuring that the evolving needs of the financial services community are consistently reflected in how AlphaSense delivers value.

About the Role
The Customer Success Manager (CSM) role at AlphaSense is central to ensuring our clients realize measurable outcomes from their investment in our platform. CSMs partner with Account Managers to optimize the customer journey delivering value from the moment they join AlphaSense by focusing on strong product adoption and engagement. You will proactively monitor usage, adoption, and account health, while aligning AlphaSense to client goals and embedding our platform into their day-to-day workflows.

What You’ll Do 

• Client Engagement: You will be on the front lines engaging with our end users through a variety of mediums, including virtual and in-person meetings, email, ‘warm’ calling direct lines, etc. - all with the end goal of delivering value through platform adoption + use case mapping
• Drive Adoption & Value: Monitor usage, deliver tailored strategies, and lead client sessions that unblock any barriers to feature adoption
• 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.
• Retention & Growth: Partner with sales and account management teams by strengthening adoption to support renewals, articulating AlphaSense’s differentiated and competitive value.
• Data-Driven Mindset: Proactively leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen our customers’ ROI case for AlphaSense
• Voice of the Customer: Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams to clearly articulate what customers value most. We do this by actively collecting client value stories and statements—whether on calls or in person—and use those insights to shape priorities, guide strategy, and ensure the customer voice is consistently represented across the organization.

Who You Are 

• 2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial services experience a plus).
• Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes.
• Comfortable using data to inform decisions, with strong organizational and time-management skills.
• A proactive, curious, and consultative professional who thrives in fast-paced environments and values collaboration.
• Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment.  
• Ability to be in our NYC office 1x per week.

About The Team

The Customer Success organization is composed of four teams: pre-sales, customer success management, account management and support. The CS org is dedicated to ensuring every client realizes the full value of their investment in our platform, working as an integrated partner to help clients achieve meaningful outcomes and embed AlphaSense into their everyday decision-making.

By blending industry knowledge, product expertise, and a deep understanding of client priorities, Customer Success Managers at AlphaSense help organizations uncover new use cases, accelerate adoption, and sustain long-term growth. Their close engagement with clients also creates a powerful feedback loop—informing product innovation, shaping content strategy, and ensuring that the evolving needs of the Market Intelligence community are consistently reflected in how AlphaSense delivers value.

About the Role
The Customer Success Manager (CSM), Corporates role at AlphaSense is central to ensuring our clients realize measurable outcomes from their investment in our platform. CSMs partner with Account Managers to optimize the customer journey delivering value from the moment they join AlphaSense by focusing on strong product adoption and engagement. 

In the Corporates division of AlphaSense, CSMs will be supporting clients across any of the following major verticals: Technology/Media/Telecom, Consumer Packaged Goods, Energy + Industrials, Professional Services, Consulting, and Life Sciences. Personas supported across these verticals are widely varied, including but not limited to: Investor Relations, Corporate Strategy, Competitive Intelligence, and Corporate Development, making the day to day work of a CSM dynamic and exciting. 

What You’ll Do 

• Client Engagement: You will be on the front lines engaging with our end users through a variety of mediums, including virtual and in-person meetings, email, ‘warm’ calling direct lines, etc. - all with the end goal of delivering value through platform adoption + use case mapping
• Drive Adoption & Value: Monitor usage, deliver tailored strategies, and lead client sessions that unblock any barriers to feature adoption
• 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.
• Retention & Growth: Partner with sales and account management teams by strengthening adoption to support renewals, articulating AlphaSense’s differentiated and competitive value.
• Data-Driven Mindset: Proactively leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen our customers’ ROI case for AlphaSense
• Voice of the Customer: Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams to clearly articulate what customers value most. We do this by actively collecting client value stories and statements—whether on calls or in person—and use those insights to shape priorities, guide strategy, and ensure the customer voice is consistently represented across the organization.

Who You Are 

• 2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial services experience a plus).
• Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes.
• Comfortable using data to inform decisions, with strong organizational and time-management skills.
• A proactive, curious, and consultative professional who thrives in fast-paced environments and values collaboration.
• Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment.  

About The Team

The Customer Success organization 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 Corporate 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 & What You’ll Do:

As a Pre-Sales Consultant focused on supporting Corporate professionals with their platform workflows, 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:

• Personas: Strategy, Competitive Intelligence, Corporate Development, Investor Relations
• Industries: Technology, Media & Telecommunications (TMT); Healthcare & Life Sciences; Energy & Industrials (E&I); Consumer Packaged Goods (CPG); Consulting; Professional Services

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 Corporate Use Cases: Conduct targeted discovery into clients' unique research workflows and pain points 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 corporate professionals of all levels/seniority 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 corporate professionals 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:

• Corporate Expertise: 2+ years’ experience in a corporate role, or directly supporting corporate clients in a fintech/SaaS organization, with exposure to workflows in at least one of: Strategy, Competitive Intelligence, Corporate Development, or Investor Relations.
• Curiosity About Generative AI: A demonstrated interest in the transformative potential of AI for the corporate sector, flexible problem-solving skills, and knowledge of the competitive landscape for GenAI in corporate workflows.
• 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 companies.
• 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.
• Fluency in Chinese/Mandarin & English Languages