AlphaSense

Customer Success Manager, Financial Services

AlphaSense

full-time

Posted on:

Location Type: Remote

Location: Remote • New York • 🇺🇸 United States

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Salary

💰 $104,000 - $120,000 per year

Job Level

Mid-LevelSenior

About the role

  • Lead, develop, and inspire a team of approximately 10 Product Specialists to help customers get maximum value from AlphaSense.
  • Partner closely with Account Executives (pre-sales) and Account Managers (post-sales) to ensure Product Specialists deliver exceptional engagements — from high-impact demos that win new business to adoption campaigns that drive long-term success.
  • Set strategy, coach for performance, and ensure coverage and resources are in place to support important financial services accounts.
  • Ensure PS-led engagements are persona-specific, data-driven, and tied to measurable outcomes.
  • Build scalable playbooks, demo flows, and talk tracks for key personas, leveraging product usage data and GenAI adoption insights.
  • Collaborate cross-functionally with Enablement, Marketing, and Product teams to align messaging, share customer feedback, and roll out new initiatives.

Requirements

  • 5+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar).
  • 2+ years leading high-performing teams.
  • Deep understanding of financial services workflows; expertise in investment banking, private equity, and hedge funds is a plus.
  • Exceptional communicator with strong presentation skills and the ability to tailor narratives to senior stakeholders.
  • Data-driven decision-maker who uses metrics and insights to prioritize and measure success.
  • Thrives in a fast-paced, high-growth environment and enjoys building for scale.
Benefits
  • Competitive compensation and performance incentives.
  • Comprehensive health, dental, and vision coverage.
  • Professional development resources to support your career growth.
  • You may also be offered a performance-based bonus, equity, and a generous benefits program.
  • The chance to join a collaborative, high-energy team making a measurable impact for some of the world’s most influential companies.

ATS Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
SaaSdata-driven decision-makingmetrics analysiscustomer engagement strategiesdemo creationplaybook developmentGenAI adoption insights
Soft skills
leadershipcommunicationpresentation skillscoachingcollaborationstrategic thinkingadaptability
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