Customer Success Manager, Financial Services - Strategic
AI summary of the role
This Customer Success Manager role focuses on a select portfolio of 8-12 strategic financial services accounts, acting as the 'Account Expert' to drive deep product adoption and business outcomes.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- 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.
- Leverage technical authority to lead sophisticated dialogues (APIs, LLMs, integrations) that transform AlphaSense from a software vendor into an embedded, mission-critical business partner.
- Exercise full autonomy in commanding virtual and in-person rooms, leading high-stakes executive workshops and onsite 'Lunch & Learns' with senior-level stakeholders.
- 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.
What you’ll bring
- 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.
- Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment.
Technologies
APIs · LLMs · integrations · SaaS · AI · market intelligence
About AlphaSense
AI search and market intelligence over equity research, filings, expert calls, and news, used by enterprise strategy and investment teams.
Series F
Source and classification
Customer adoption & accounts · Evidence for this classification:
technology stack. Who You Are 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. What You’ll Do Deep-Dive Engagement & Account Influence: 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.
More from the job description
About AlphaSense: 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. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! About The Team The Customer Success organization is dedicated to ensuring every client realizes the full value of their investment. The Strategic team specifically focuses on depth of engagement, account-level influence, and sophisticated business partnership. We are look [... source excerpt omitted ...] apable of navigating complex stakeholder dynamics within a select group of 8-12 Strategic accounts, ensuring AlphaSense is not just a tool, but a mission-critical component of the client's technology stack. Who You Are 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. Excelle [... source excerpt omitted ...] ility to be in our NYC office 1x per week. What You’ll Do Deep-Dive Engagement & Account Influence: 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. Domain Expertise & Technical Leadership: Leverage technical authority to lead sophisticated dialogues (APIs, LLMs, integrations) that transform AlphaSense from a software vendor into an embedded, mission-critical business partner. Omni-Channel Leadership: Exercise full autonomy in commanding virtual and in-person rooms, leading high-stakes executive workshops and onsite "Lunch & Learns" with
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