AlphaSense

Customer Success Manager, Financial Services - Strategic

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

Qualifications

  • 2-4+ years in Customer Success, Account Management, or client-facing SaaS roles (financial services preferred).
  • Demonstrated relationship-building and stakeholder influence skills.
  • Strong comfort level with data-driven decision making and time management.
  • Proactive, collaborative, and curious professional thriving in fast-paced settings.
  • Excellent communicator with a track record in cross-functional collaboration.
  • Ability to work from the NYC office at least once a week.

Responsibilities

  • Act as 'Account Expert' for select Financial Service clients, influencing multiple business units for product adoption.
  • Leverage technical expertise to lead discussions on APIs and integrations, positioning AlphaSense as a key business partner.
  • Command virtual and in-person meetings, including executive workshops and 'Lunch & Learns' with senior stakeholders.
  • Create onboarding journeys and success plans that align product features with complex client challenges.
  • Identify growth opportunities and reinforce renewals by demonstrating account-specific ROI in collaboration with Sales.
  • Synthesize quantitative and qualitative data to proactively address client needs and mitigate risks.
  • Act as a cross-functional liaison, translating client feedback into actionable insights for teams.

Benefits

  • Performance-based bonuses and equity options.
  • Generous 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 Strategic team specifically focuses on depth of engagement, account-level influence, and sophisticated business partnership. We are looking for a CSM who thrives in high-pressure environments and possesses the domain authority to lead open-ended, tailored discussions across multiple business units. This CSM must be a commercial strategist capable of navigating complex stakeholder dynamics within a select group of 8-12 Strategic accounts, ensuring AlphaSense is not just a tool, but a mission-critical component of the client's technology stack.

Who You Are
  • 2-4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial services experience a plus).
  • Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes.
  • Comfortable using data to inform decisions, with strong organizational and time-management skills.
  • A proactive, curious, and consultative professional who thrives in fast-paced environments and values collaboration.
  • Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment.
  • Ability to be in our NYC office 1x per week.

What You'll Do
  • Deep-Dive Engagement & Account Influence: Act as the "Account Expert" for a select group of Financial Service Strategic clients, navigating and influencing multiple business units to drive business outcomes and product adoption.
  • Domain Expertise & Technical Leadership: Leverage technical authority to lead sophisticated dialogues (APIs, LLMs, integrations) that transform AlphaSense from a software vendor into an embedded, mission-critical business partner.
  • Omni-Channel Leadership: Exercise full autonomy in commanding virtual and in-person rooms, leading high-stakes executive workshops and onsite "Lunch & Learns" with senior-level stakeholders.
  • Strategic Onboarding & Trial Management: Architect onboarding journeys and trial success plans that build belief from day one by mapping product capabilities to the client's most complex business challenges.
  • Retention & Growth Partnership: Partner with Sales and Account Management as a commercial strategist to identify organic expansion opportunities and defend renewals by articulating account-specific ROI.
  • Data-Driven Mindset: Proactively mitigate risk by synthesizing quantitative usage metrics with qualitative "human" signals, such as sentiment and organizational shifts, to anticipate needs before they appear in data.
  • Voice of the Customer: Serve as a high-level cross-functional bridge, distilling complex client feedback and stakeholder dynamics into actionable insights for the AM, Product and Support teams.


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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