Account Manager, Financial Services

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.

Responsibilities

• 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
• 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
• 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
• 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

Requirements

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

Qualifications

• Experience in financial services industry
• Proven track record in account management and customer success
• Ability to build and maintain strong relationships with key stakeholders
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Ability to work independently and as part of a team

Skills

• Financial Services knowledge
• Account management and customer success skills
• Project management and organizational skills
• Communication and presentation skills
• Ability to work in a fast-paced, high-growth environment

Benefits

• Competitive benefits program
• A generous commission plan with uncapped earning potential
• Equity

Pay

Base compensation range: $100,000—$120,000 USD

Schedule

Full-time