AlphaSense Logo

AlphaSense

Customer Success Manager, Financial Services - Strategic

Reposted 9 Days Ago
Be an Early Applicant
Hybrid
New York, NY, USA
80K-95K Annually
Mid level
Hybrid
New York, NY, USA
80K-95K Annually
Mid level
The Customer Success Manager will enhance client engagement, drive product adoption, and build strong relationships within strategic accounts in financial services, using data-driven insights and technical expertise.
The summary above was generated by AI
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 organization is dedicated to ensuring every client realizes the full value of their investment. The Strategic team specifically focuses on depth of engagement, account-level influence, and sophisticated business partnership. We are looking for a CSM who thrives in high-pressure environments and possesses the domain authority to lead open-ended, tailored discussions across multiple business units. This CSM must be a commercial strategist capable of navigating complex stakeholder dynamics within a select group of 8-12 Strategic accounts, ensuring AlphaSense is not just a tool, but a mission-critical component of the client's technology stack.

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.

What You’ll Do

  • Deep-Dive Engagement & Account Influence: Act as the "Account Expert" for a select group of Financial Service Strategic clients, navigating and influencing multiple business units to drive business outcomes and product adoption.
  • Domain Expertise & Technical Leadership: Leverage technical authority to lead sophisticated dialogues (APIs, LLMs, integrations) that transform AlphaSense from a software vendor into an embedded, mission-critical business partner.
  • Omni-Channel Leadership: Exercise full autonomy in commanding virtual and in-person rooms, leading high-stakes executive workshops and onsite "Lunch & Learns" with senior-level stakeholders.
  • Strategic Onboarding & Trial Management: Architect onboarding journeys and trial success plans that build belief from day one by mapping product capabilities to the client's most complex business challenges.
  • Retention & Growth Partnership: Partner with Sales and Account Management as a commercial strategist to identify organic expansion opportunities and defend renewals by articulating account-specific ROI.
  • Data-Driven Mindset: Proactively mitigate risk by synthesizing quantitative usage metrics with qualitative "human" signals, such as sentiment and organizational shifts, to anticipate needs before they appear in data.
  • Voice of the Customer: Serve as a high-level cross-functional bridge, distilling complex client feedback and stakeholder dynamics into actionable insights for the AM, Product and Support teams.

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

You may also be offered a performance-based bonus, equity, and a generous benefits program.

Base Compensation Range
$80,000$95,000 USD

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.

HQ

AlphaSense New York, New York, USA Office

We are in the center of everything! We have a green market, restaurants, shops and more! Subways: N, Q, R W, L, 4, 5, 6 are within a block!

Similar Jobs

An Hour Ago
Remote or Hybrid
United States
66K-89K Annually
Junior
66K-89K Annually
Junior
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Perform financial due diligence and Quality of Earnings analyses for buy- and sell-side M&A transactions. Analyze historical and projected financials, assess working capital and net debt, prepare diligence reports and data books, support valuation and transaction structuring, present findings to clients, and assist in business development.
Top Skills: Data Room PlatformsExcelPowerPoint
An Hour Ago
Remote or Hybrid
United States
181K-274K Annually
Expert/Leader
181K-274K Annually
Expert/Leader
Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Lead strategy and roadmap for AI-powered learning products, drive high-priority AI initiatives from concept to scale, partner cross-functionally to deliver responsible AI solutions, define success metrics and experimentation frameworks, and advise leadership on AI trends and opportunities.
Top Skills: Agentic SystemsAi AgentsExperimentation FrameworksGenerative AiIntelligent AutomationLarge Language ModelsPersonalizationRecommendations
An Hour Ago
Remote or Hybrid
United States
98K-123K Annually
Mid level
98K-123K Annually
Mid level
Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Provide front-line global IT support for ~2500 systems (primarily macOS), troubleshoot hardware/software/network issues, manage hardware asset lifecycle, administer SaaS tools, support AV and video conferencing, run onboarding/new-hire IT training, create knowledge content, and escalate to systems/network teams as needed.
Top Skills: Av SystemsGoogle SuiteJAMFJsmmacOSMS OfficeOktaServicenowSlackSsoVdiVirus ScanWindows 10Workspace OneZoom

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account