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The role requires strong client engagement skills through virtual and in-person meetings, email, and calling; ability to drive adoption and value by monitoring usage and delivering tailored strategies; and expertise in onboarding and ongoing training.
The Customer Success organization is dedicated to ensuring clients realize full value from the platform, working as integrated partners with industry knowledge, product expertise, and deep client understanding to uncover use cases, accelerate adoption, and create feedback loops for product innovation.
Strong candidates proactively monitor usage, adoption, and account health, partner with Account Managers to optimize the customer journey, and focus on aligning the platform to client goals while embedding it into their workflows.
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.