Manager, Customer Success at AlphaSense

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

5+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar)
2+ years leading high-performing teams
Deep understanding of financial services workflows; expertise in investment banking, private equity, and hedge funds is a plus
Exceptional communicator with strong presentation skills and the ability to tailor narratives to senior stakeholders
Data-driven decision-maker who uses metrics and insights to prioritize and measure success
Thrives in a fast-paced, high-growth environment and enjoys building for scale

Responsibilities

Lead & Develop a High-Impact Team: Manage a group of approximately 10 Product Specialists, ensuring they have the skills, tools, and confidence to excel in both pre- and post-sales engagements
Drive Client Value: Ensure PS-led engagements — from product demos to adoption campaigns — are persona-specific, data-driven, and tied to measurable outcomes
Strategic Account Coverage: Partner with sales leadership to prioritize accounts, align team resources, and ensure we’re driving impact where it matters most
Operational Excellence: Build scalable playbooks, demo flows, and talk tracks for key personas, leveraging product usage data and GenAI adoption insights
Cross-Functional Collaboration: Work with Enablement, Marketing, and Product teams to align messaging, share customer feedback, and roll out new initiatives

Skills

Customer Success

SaaS

Sales Engineering

Product Specialist

Team Leadership

Account Management

Demos

Adoption Campaigns

Financial Services

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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