Customer Success Manager, Financial Services - High Growth

Marketingposted 3mo ago

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 AlphaSense

About The Team

The Customer Success organization is dedicated to ensuring every client realizes the full value of their investment. The High Growth team specifically focuses on scale, strategy, and relentless execution. We are looking for a CSM who thrives in a structured environment, loves a good playbook, and possesses the "grit" to navigate a high-volume portfolio of ~50 accounts while maintaining high-touch quality and technical authority.

Who You Are

2–4+ years of experience in Customer Success, Account Management, Consulting, or as a former Financial Services Analyst.
A "High-Growth" Mindset: You possess a "scratch and claw" mentality - unfazed by non-responsiveness, you use creative outreach and persistent follow-up to drive engagement.
The Master Storyteller: You connect dots across a wide array of audiences and tell compelling stories that unlock interest and drive measurable business outcomes.
Operational Pro: Exceptional ability to maintain high-touch quality across a large portfolio, balancing administrative excellence with high-energy client facing time.
Technical Curiosity: Comfortable leading technical discussions (APIs, LLMs) and translating them for non-technical senior executives.
Location: Ability to be in our NYC office at least 1x per week.

What You’ll Do

Omni-Channel Client Engagement & Command

The Face of AlphaSense: Engaging with clients is the core of this role. You will spend the majority of your time leading high-stakes interactions, whether virtually or in person, to drive platform stickiness.
High-Impact Onsites: Maintain full autonomy in leading multi-city onsite engagements. You will command the room during Lunch & Learns and intensive 1:1 sessions with stakeholders who are both senior decision-makers and power users.
Strategic Workshop Facilitation: Move beyond standard presentations to lead open-ended, strategic workshops tailored to specific business challenges. You will facilitate dialogues that transform AlphaSense from a "tool" into a mission-critical workflow partner.

Commercial Acumen & Growth Partnership

Growth Catalyst: Act as a strategic partner to 2–3 Account Managers, proactively identifying sourced pipeline and organic upsell opportunities within your ~50-account portfolio.
Competitive Defense: Leverage deep domain expertise to navigate "competitor stacking." You will pivot conversations from "cost-saving" to "efficiency and ROI," ensuring AlphaSense remains the partner of choice.

Strategic Workflow & Technical Authority

Persona Mastery: Develop an obsessive understanding of user persona profiles to overhaul workflows and embed our platform into the daily habits of financial professionals.
Technical Leadership: Independently lead sophisticated dialogues regarding MCP, APIs, and LLMs, translating complex tech into actionable improvements for end users.

Data-Driven Execution

Analytical Segmentation: "Slice and dice" large datasets to categorize your book of business into actionable cohorts, moving seamlessly from data insights to autonomous action.
Internal Multiplier: Distill winning playbooks from your high-volume experience to lead team-wide development sessions, raising the performance bar for the entire CS organization.

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.
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