AlphaSense

Account Manager, Financial Services

United States

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Position Overview

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The Account Manager, Financial Services is responsible for developing three-dimensional relationships with customers and key stakeholders in order to effectively retain and grow AlphaSense's customer base. In this role, you will serve as the Financial clients’ main point of contact for inbound queries, outbound engagement, relationship updates, and renewal discussions. You’ll need to be versatile and work with a variety of clients from Hedge Funds, Asset Managers, Investment Banks to Private Equity and more. You’ll collaborate with account executives, identifying new business opportunities to help expand our footprint within each client account. The team also extracts a wealth of knowledge from clients, bringing that internally to product, marketing and sales teams in order to maximize the effectiveness of our business’ strategy and communication.

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 4,000 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.

Who You Are

  • Relationship-driven: You have a strong ability to develop instant rapport with new people and have demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies.
  • A subject matter expert: You excel at what you do and know how to succeed within your role, including both internal and external relationship management, strong business acumen, and commitment to effective processes and tactics.
  • Energetic and Creative: You possess a natural intellectual curiosity with the ability to learn and adapt quickly.
  • Understand our business: You understand best practices for client engagement within a rapidly growing SaaS environment.
  • Committed to delivering results: You set the example for grit, work ethic, initiative, enthusiasm, and commitment amongst your peers.
  • A strong communicator: You’ll regularly be engaged with anyone from an Analyst to a C-level executive, requiring exceptional oral, written, and presentation skills. You’ll need to distill and explain complex issues in simple terms.

What You’ll Do

  • Forecast and maximize retention rate across the book of business.
  • Increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly, and annual revenue goals.
  • Identify revenue at risk in order to best position the company to prevent churn.
  • Collaborate with Account Executives to identify growth opportunities within the book of business.
  • Understand the ins and outs of the business, roles, responsibilities, projects, performance metrics, etc.

Skills

Customer Relationship Management
Client Engagement
Account Management
Relationship Building
Business Development
Stakeholder Communication

AlphaSense

AI-driven financial research platform

About AlphaSense

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.

New York City, New YorkHeadquarters
2011Year Founded
$1,248.2MTotal Funding
LATE_VCCompany Stage
Cybersecurity, AI & Machine Learning, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Company Equity
Performance Bonus
Remote Work Options

Risks

Rapid AI adoption may homogenize creative outputs, reducing unique value of insights.
Tegus acquisition poses integration challenges, potentially disrupting service delivery.
Reliance on AI exposes AlphaSense to risks of biases and inaccuracies affecting client trust.

Differentiation

AlphaSense leverages AI to provide real-time insights, enhancing decision-making speed and accuracy.
The platform's Generative Search tool offers advanced search capabilities mimicking human analysts.
AlphaSense's acquisition of Tegus expands its content library, offering unmatched insights.

Upsides

Generative AI integration enhances AlphaSense's speed and reliability of financial insights.
The Tegus acquisition significantly expands AlphaSense's content library for comprehensive insights.
AI-driven tools are essential for financial institutions, aligning with AlphaSense's offerings.

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