Account Manager, Financial Services

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.