About this CSM Manager, FS HG role at AlphaSense
About AlphaSense:
AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, AlphaSense helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high-quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, AlphaSense delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real-time information quickly. For more information, visit www.alpha-sense.com. Come join us.
About the Role:
We’re looking for a Manager of Customer Success to lead, develop, and inspire a team of approximately 3 to 5 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:
- 2+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar).
- 1+ 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 3-5 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.
AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.
In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.
Recruiting Scams and Fraud
We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:
- AlphaSense never asks candidates to pay for job applications, equipment, or training.
- All official communications will come from an @alpha-sense.com email address.
- If you’re unsure about a job posting or recruiter, verify it on our Careers page.
If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.
