AlphaSense
Customer Success Manager, Financial Services - High Growth
New York, New York, United States · Senior
Sponsorship not specified$80k-$95kDetected 68 days ago
LLMsAccount ManagementRecruitingCustomer SuccessResearchLeadershipCommunicationPublic Speaking
About the role
- The Customer Success organization is dedicated to ensuring every client realizes the full value of their investment.
- The High Growth team specifically focuses on scale, strategy, and relentless execution.
- We are looking for a CSM who thrives in a structured environment, loves a good playbook, and possesses the "grit" to navigate a high-volume portfolio of ~50 accounts while maintaining high-touch quality and technical authority.
Responsibilities
- The Face of AlphaSense: Engaging with clients is the core of this role. You will spend the majority of your time leading high-stakes interactions, whether virtually or in person, to drive platform stickiness.
- Strategic Workshop Facilitation: Move beyond standard presentations to lead open-ended, strategic workshops tailored to specific business challenges.
- You will facilitate dialogues that transform AlphaSense from a "tool" into a mission-critical workflow partner.
- Growth Catalyst: Act as a strategic partner to 2-3 Account Managers, proactively identifying sourced pipeline and organic upsell opportunities within your ~50-account portfolio.
- Competitive Defense: Leverage deep domain expertise to navigate "competitor stacking." You will pivot conversations from "cost-saving" to "efficiency and ROI," ensuring AlphaSense remains the partner of choice.
- Persona Mastery: Develop an obsessive understanding of user persona profiles to overhaul workflows and embed our platform into the daily habits of financial professionals.
- Technical Leadership: Independently lead sophisticated dialogues regarding MCP, APIs, and LLMs, translating complex tech into actionable improvements for end users.
- Internal Multiplier: Distill winning playbooks from your high-volume experience to lead team-wide development sessions, raising the performance bar for the entire CS organization.
- With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust.
- Distill winning playbooks from your high-volume experience to lead team-wide development sessions, raising the performance bar for the entire CS organization.
Requirements
- 2-4+ years of experience in Customer Success, Account Management, Consulting, or as a former Financial Services Analyst.
- Ability to be in our NYC office at least 1x per week.
Compensation
- For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables.
- In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location.
- $80,000 - $95,000 USD
Benefits
- Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients' own research content.
- You may also be offered a performance-based bonus, equity, and a generous benefits program.
Company info
- A "High-Growth"
- 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.
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