Customer Success Manager, Financial Services - Strategic

About the role

The Customer Success Manager will 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. They will leverage technical authority to lead sophisticated dialogues (APIs, LLMs, integrations) that transform AlphaSense from a software vendor into an embedded, mission-critical business partner. They will exercise full autonomy in commanding virtual and in-person rooms, leading high-stakes executive workshops and onsite "Lunch & Learns" with senior-level stakeholders. They will 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. They will partner with Sales and Account Management as a commercial strategist to identify organic expansion opportunities and defend renewals by articulating account-specific ROI. They will 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. They will 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.

Responsibilities

• Deep-Dive Engagement & Account Influence
• Leverage technical authority to lead sophisticated dialogues (APIs, LLMs, integrations)
• Exercise full autonomy in commanding virtual and in-person rooms
• Architect onboarding journeys and trial success plans
• Partner with Sales and Account Management as a commercial strategist
• Mitigate risk by synthesizing quantitative usage metrics with qualitative signals
• Serve as a high-level cross-functional bridge

Requirements

• 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

Qualifications

• 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

Skills

• Technical authority in APIs, LLMs, and integrations
• Strong relationship-building and influence skills
• Data-driven mindset
• Strategic thinking and problem-solving
• Effective communication and collaboration

Benefits

• Comprehensive benefits package
• Flexible work schedule
• Professional development opportunities
• Work-life balance

Pay

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

Schedule

Ability to be in our NYC office 1x per week

Contact

To apply, please visit our Careers page or contact us directly.