AlphaSense

Customer Success Manager, Financial Services - High Growth

AlphaSense$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4+ years in Customer Success, Account Management, Consulting, or Financial Services analysis.
  • Possess a 'High-Growth' mindset with persistence in client engagement.
  • Strong storytelling skills to communicate effectively across diverse audiences.
  • Exceptional operational ability to manage quality across a high-volume portfolio.
  • Technical curiosity to lead discussions on platforms such as APIs and LLMs.
  • Willingness to be at the NYC office at least once per week.

Responsibilities

  • Lead high-stakes client interactions, both virtually and in-person, to enhance platform engagement.
  • Autonomously manage multi-city onsite engagements and conduct interactive sessions with clients.
  • Facilitate strategic workshops tailored to address business challenges for clients.
  • Act as a growth partner to Account Managers, identifying upsell opportunities within your accounts.
  • Utilize deep domain knowledge for competitive defense discussions, focusing on ROI rather than cost savings.
  • Master user persona profiles to enhance workflow integration of the platform.
  • Independently lead technical conversations and translate tech into actionable user improvements.

Benefits

  • Performance-based bonus structure.
  • Equity opportunities.
  • Comprehensive benefits program.
Full Job Description
About The Team

The Customer Success organization is dedicated to ensuring every client realizes the full value of their investment. The High Growth team specifically focuses on scale, strategy, and relentless execution. We are looking for a CSM who thrives in a structured environment, loves a good playbook, and possesses the "grit" to navigate a high-volume portfolio of ~50 accounts while maintaining high-touch quality and technical authority.
Who You Are
  • 2-4+ years of experience in Customer Success, Account Management, Consulting, or as a former Financial Services Analyst.
  • A "High-Growth" Mindset: You possess a "scratch and claw" mentality - unfazed by non-responsiveness, you use creative outreach and persistent follow-up to drive engagement.
  • The Master Storyteller: You connect dots across a wide array of audiences and tell compelling stories that unlock interest and drive measurable business outcomes.
  • Operational Pro: Exceptional ability to maintain high-touch quality across a large portfolio, balancing administrative excellence with high-energy client facing time.
  • Technical Curiosity: Comfortable leading technical discussions (APIs, LLMs) and translating them for non-technical senior executives.
  • Location: Ability to be in our NYC office at least 1x per week.
What You9ll Do

Omni-Channel Client Engagement & Command
  • The Face of AlphaSense: Engaging with clients is the core of this role. You will spend the majority of your time leading high-stakes interactions, whether virtually or in person, to drive platform stickiness.
  • High-Impact Onsites: Maintain full autonomy in leading multi-city onsite engagements. You will command the room during Lunch & Learns and intensive 1:1 sessions with stakeholders who are both senior decision-makers and power users.
  • Strategic Workshop Facilitation: Move beyond standard presentations to lead open-ended, strategic workshops tailored to specific business challenges. You will facilitate dialogues that transform AlphaSense from a "tool" into a mission-critical workflow partner.

Commercial Acumen & Growth Partnership
  • Growth Catalyst: Act as a strategic partner to 2-3 Account Managers, proactively identifying sourced pipeline and organic upsell opportunities within your ~50-account portfolio.
  • Competitive Defense: Leverage deep domain expertise to navigate "competitor stacking." You will pivot conversations from "cost-saving" to "efficiency and ROI," ensuring AlphaSense remains the partner of choice.

Strategic Workflow & Technical Authority
  • Persona Mastery: Develop an obsessive understanding of user persona profiles to overhaul workflows and embed our platform into the daily habits of financial professionals.
  • Technical Leadership: Independently lead sophisticated dialogues regarding MCP, APIs, and LLMs, translating complex tech into actionable improvements for end users.

Data-Driven Execution
  • Analytical Segmentation: "Slice and dice" large datasets to categorize your book of business into actionable cohorts, moving seamlessly from data insights to autonomous action.
  • Internal Multiplier: Distill winning playbooks from your high-volume experience to lead team-wide development sessions, raising the performance bar for the entire CS organization.


For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

You may also be offered a performance-based bonus, equity, and a generous benefits program.

Base Compensation Range

$80,000-$95,000 USD

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.
Learn more about AlphaSense
Size
200 employees
Industry
Founded
2011

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