Partner with GTM Teams to Drive Commercial Outcomes: collaborate closely with Account Executives to take ownership of and run seamless product evaluations to drive new business revenue growth
Build and Curate Financial Services Use Cases: conduct targeted discovery into clients' unique research workflows and painpoints to help them effectively leverage AlphaSense for bespoke use cases
Forge and Maintain Strong Client Relationships: engage directly with investment professionals of all levels to understand challenges and build rapport
Contribute to Product Development: translate client feedback and proactively share product & content improvements/enhancement requests internally
Run high-impact evaluations, tailored demos, on-site workshops, whiteboard sessions, and multi-call demos to guide prospects to successful outcomes
Requirements
2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation
Exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds
Curiosity About Generative AI in Financial Services: demonstrated interest in the transformative potential of AI for the financial sector
Executive Presence & Strong Presentation Skills: capacity to engage stakeholders at all levels, earn trust, and explain technical solutions to business-oriented audiences
Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos
High-Impact, Ownership Mindset: ability to thrive on autonomy and tackle client questions and challenges
Consultative Approach: highly articulate, consultative, and confident client-facing professional
Team Player: superior ability to build and maintain strong internal relationships
Collaboration & Influence: ability to work cross-functionally and distill client feedback to GTM, Product, and Content teams
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial servicesproduct evaluationsbespoke use casesclient feedbackproduct developmentdemosworkshopswhiteboard sessionsmulti-call demosgenerative AI