2+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar)
1+ 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 tailored to senior stakeholders
Data-driven decision-maker using metrics and insights to prioritize and measure success
Ability to thrive in a fast-paced, high-growth environment and build for scale
Responsibilities
Lead and develop a high-impact team of 3-5 Product Specialists for pre- and post-sales engagements
Drive client value through persona-specific, data-driven engagements tied to measurable outcomes
Partner with sales leadership to prioritize accounts and align team resources for maximum impact
Build scalable playbooks, demo flows, and talk tracks leveraging product usage data
Collaborate with Enablement, Marketing, and Product teams to align messaging and share customer feedback
Benefits
Opportunity to lead and inspire a dedicated team
Engagement with high-profile clients in the financial services sector
Access to cutting-edge tools and resources for team development
Collaborative work environment with cross-functional teams
Focus on data-driven strategies for measurable success
Full Job Description
About the Role:
We're looking for a Manager of Customer Success to lead, develop, and inspire a team of approximately 3 to 5 client-facing product experts who help our customers get maximum value from AlphaSense.
As a leader in our Customer Success organization, you'll partner closely with Account Executives (pre-sales) and Account Managers (post-sales) to ensure our Customer Success Managers are delivering exceptional engagements - from high-impact demos that win new business to adoption campaigns that drive long-term success.
You'll set strategy, coach for performance, and ensure we have the right coverage and resources in place to support our most important accounts across the financial services markets. Who You Are:
2+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar).
1+ 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.
Thrive in a fast-paced, high-growth environment and enjoy building for scale.
What You'll Do:
Lead & Develop a High-Impact Team: Manage a group of approximately 3-5 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.
About AlphaSense
AlphaSense is a software company that provides an AI-powered search engine for business professionals. The company was founded in 2011 and is headquartered in New York City. AlphaSense's search engine allows users to search across a wide range of sources, including company filings, news articles, and research reports. The company's platform is used by a variety of industries, including finance, consulting, and legal. AlphaSense has received numerous awards for its innovative technology and has been recognized as one of the fastest-growing companies in the United States.
