Financial Data Application Specialist

AlphaSense

Financial Data Application Specialist optimizing sales and customer success for financial data products at AlphaSense. Collaborating across teams to drive product adoption and support clients' needs.

Posted 6/15/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Assist sales in demos and strategic trials of AlphaSense’s financial data solutions.
The team works hand in hand with account management, speaking with and visiting users to provide advanced training, customizations, and product consultations.
Specialists have expertise in quantitative analysis for investment and valuation decisions.
Specialists’ deep understanding of both our financial data products and customers allows them to field feedback and identify product opportunities.
Act as an escalation point for our product and support teams on difficult scenarios our customers may face with our solutions.

Requirements

What you’ll need

A foundation in finance or corporate finance — for example, progress toward a CFA or a bachelor’s degree in Economics/Finance/Accounting, OR equivalent hands-on exposure to financial analysis through a corporate development, M&A, investor relations, corporate strategy, or competitive intelligence function.
2-4 years of relevant experience in equity research, investment management, private equity, accounting, consulting, corporate development/M&A, investor relations, or a comparable client- or stakeholder-facing role, with a strong desire to move toward client-facing positions.
Demonstrated ability to work with financial data in some form — for example, building or interpreting a comparable company's analysis, benchmarking a company against its peers, or understanding how you would approach that work. You do not need to have built three-statement models yourself, but you must be able to speak the language of finance and do benchmarking.
Strong Excel abilities (nice to have: familiarity with AI powered spreadsheet tools and/or experience leveraging generative AI tools within productivity software).
Excellent communication skills, as you must manage relationships with high-profile fund managers, corporate finance leaders, and junior analysts alike.

Benefits

Comp & perks

Performance-based bonus
Equity
Generous benefits program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

quantitative analysisfinancial analysisequity researchinvestment managementprivate equityaccountingconsultingcorporate developmentM&Abenchmarking

Soft Skills

communicationrelationship managementclient-facing skillsproblem-solvingtrainingcustomizationconsultation

Certifications

CFAbachelor’s degree in Economicsbachelor’s degree in Financebachelor’s degree in Accounting