AlphaSense
FinTech
CustomerSuccessManager
“Customer Success Manager at AlphaSense. Skills: Customer Success, Financial Services, AI. Partner with GTM Teams to Drive Commercial Outcomes. Collaborate with Account Manager”
What You'll Achieve.
Drive Commercial Outcomes; Strengthen platform adoption; Support retention; Support long-term account success; Improve capabilities/product offerings
Industry & Context.
Problem solver; Creative thinker
What They're Looking For.
Must Have
2+ years’ experience in Financial Services role, Support Financial Services clients in fintech/SaaS, Exposure to Asset Management workflows, Exposure to Investment Banking workflows, Exposure to Private Equity/VC workflows, Exposure to Hedge Funds workflows, Demonstrated interest in AI for financial sector, Flexible problem-solving skills, Knowledge of GenAI competitive landscape, Engage stakeholders at all levels, Earn stakeholder trust, Explain technical solutions to business audiences, Conduct evaluations of varying lengths/forms, Thrive on autonomy, Tackle client questions and challenges, Drive workflow transformation, Articulate, consultative, and confident client-facing professional, Distill and explain complex issues, Build and maintain internal relationships, Positive and proactive personality, Work cross-functionally, Distill client feedback to GTM, Product, Content teams, Influence and improve capabilities/product offerings, Proactive mindset, Passion for client success, High aptitude and willingness to learn, Outstanding oral, written, and presentation skills, Effective attention to detail, Effective time management, Effective task prioritization, Work autonomously, Contribute to dynamic and entrepreneurial team culture, Empathetic, curious minded, client-centric
Nice to Have
Experience in a related client-facing or investment role, Experience in a related product role
What You'll Do.
Partner with GTM Teams to Drive Commercial Outcomes
Collaborate with Account Manager
Align account strategies and goals
Leverage Data Driven Insights
Monitor client engagement
Identify opportunities to showcase value
Strengthen platform adoption
Seek growth opportunities
Detect early signs of churn risk
Support long-term account success
Build and Curate Financial Services Use Cases
Conduct targeted discovery into clients' workflows
Identify clients' painpoints
Leverage AlphaSense for bespoke use cases
Develop new and emerging use cases
Forge and Maintain Client Relationships
Engage investment professionals
Understand pressing challenges and goals
Deliver white glove service
Build trust and credibility
Act as Trusted Partner
Act as Product Expert
Contribute to Product Development
Translate client feedback
Share product & content improvements/enhancement requests
How You'll Work.
Team & Collaboration
Cross-functional partnerships; Internal stakeholder relationships; GTM Teams; Account management team; Product teams; Content teams
Communication Scope
Executive presence; Presentation skills
Applying for this Customer Success Manager role?
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