Customer Success Manager, Financial Services - High Growth

About the role

The Customer Success Manager (CSM) will be the face of AlphaSense, driving engagement and strategic partnerships with key financial services clients. Reporting to the Director of Customer Success, you will manage a portfolio of approximately 50 accounts, focusing on high-value client interactions and growth initiatives.

Responsibilities

• The Face of AlphaSense: Engage clients in high-stakes interactions, both virtually and in-person, to ensure platform adoption and loyalty.
• Maintain autonomy in leading multi-city onsite engagements, delivering impactful presentations and facilitating strategic workshops.
• Act as a strategic partner to Account Managers, identifying and pursuing organic upsell opportunities and competitive defense strategies.
• Develop and lead technical dialogues on MCP, APIs, and LLMs, translating complex tech into actionable improvements for end users.
• Utilize data analytics to segment and prioritize client needs, distilling winning playbooks for broader implementation.

Requirements

• 2–4+ years of experience in Customer Success, Account Management, Consulting, or as a former Financial Services Analyst.
• A "High-Growth" Mindset: Unfazed by non-responsiveness, using creative outreach and persistent follow-up to drive engagement.
• The Master Storyteller: Connect dots across diverse audiences and tell compelling stories that unlock interest and drive measurable business outcomes.
• Operational Pro: Maintain high-touch quality across a large portfolio, balancing administrative excellence with high-energy client-facing time.
• Technical Curiosity: Comfortable leading technical discussions and translating complex tech into actionable improvements for non-technical executives.
• Location: Ability to be in the NYC office at least 1x per week.

Qualifications

• Experience with CRM tools and customer relationship management best practices.
• Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Ability to handle multiple tasks simultaneously and meet tight deadlines.
• Passion for financial services and a deep understanding of market trends and industry dynamics.

Skills

• Exceptional written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Experience with CRM tools and customer relationship management best practices.
• Knowledge of financial services industry and market intelligence tools.

Benefits

• Comprehensive health insurance coverage.
• Flexible work schedule.
• Professional development opportunities.
• Annual bonuses and profit-sharing plans.
• Generous paid time off.

Pay

Base compensation range: $80,000 - $95,000 USD.

Schedule

Full-time position with flexibility to work from home up to 2 days per week.

Company Information

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.

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.