Customer Success Manager, Financial Services at AlphaSense

London, England, United Kingdom

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, TechnologyIndustries

Requirements

Deep product knowledge of AlphaSense platform
Industry experience in Financial Services (Asset Management, Investment Banking, Private Equity/Venture Capital, Hedge Funds)
Ability to build strong client relationships
Natural problem-solver, storyteller, and product expert
Thrive on helping customers make better and faster decisions
Act as Voice of the Customer, working with Product Management and Content teams
Extensive exposure to buy-side and sell-side clients

Responsibilities

Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with Account Manager and wider account team to align strategies and goals
Leverage Data Driven Insights: Use internal data tools to monitor engagement, identify value opportunities, strengthen adoption, seek growth, and detect churn risks
Build and Curate Financial Services Use Cases: Conduct discovery into clients' workflows and pain points to leverage AlphaSense for bespoke use cases; develop new emerging use cases
Forge and Maintain Strong Client Relationships: Engage with investment professionals at all levels to understand challenges and goals; deliver white glove service to build trust and credibility

Skills

Key technologies and capabilities for this role

Customer SuccessAccount ManagementClient Relationship ManagementProduct KnowledgeRenewalsAI PlatformsMarket Intelligence

Questions & Answers

Common questions about this position

What is the salary or compensation for the Customer Success Manager role?

This information is not specified in the job description.

Is this Customer Success Manager position remote or does it require office work?

This information is not specified in the job description.

What key skills are needed for the Customer Success Manager role in Financial Services?

Key skills include deep product knowledge, industry experience in financial services, ability to build strong client relationships, natural problem-solving, storytelling, and acting as the Voice of the Customer.

What is the team structure like for Customer Success Managers at AlphaSense?

The Customer Success organization consists of three teams: Pre-sales, Customer Success, and Support. Customer Success Managers work as trusted partners alongside their Account Manager and the wider account team.

What makes a strong candidate for this Customer Success Manager position?

Strong candidates are natural problem-solvers, storytellers, and product experts who thrive on helping customers, with experience in financial services across Asset Management, Investment Banking, Private Equity/Venture Capital, and Hedge Funds, and the ability to drive product adoption and client relationships.

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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