Account Manager, Financial Services
CollectorsFull Time
Mid-level (3 to 4 years)
Key technologies and capabilities for this role
Common questions about this position
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Key skills include developing three-dimensional relationships with customers, providing consultative strategic guidance, collaborating with account executives to identify growth opportunities, and extracting client knowledge for internal teams.
The Customer Success team acts as value-added partners to clients, taking a highly consultative approach to solve challenges, obsessing over customers to ensure they have the right data, and focusing on retention, maximizing usage, and growth opportunities.
Strong candidates are versatile, experienced with Financial Services clients like Hedge Funds, Asset Managers, Investment Banks, and Private Equity, and excel at building relationships, handling renewals, and collaborating cross-functionally.
AI-driven financial research platform
AlphaSense provides a financial research platform that uses artificial intelligence to help clients gain insights into various companies, industries, and market trends. Users can search through a vast library of over 300 million documents, which includes both external and proprietary content. The AI technology streamlines the research process by automating repetitive tasks, allowing clients to concentrate on analyzing the information instead. Additionally, AlphaSense monitors real-time data to highlight important insights, helping clients stay ahead in a rapidly changing market. Unlike its competitors, AlphaSense is particularly focused on data security, implementing advanced measures like the zero trust security model and secure data encryption. The goal of AlphaSense is to empower clients in making informed decisions, whether they are launching new products or providing strategic insights to executives.