AlphaSense

Senior Customer Success Manager

AlphaSense$104K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5+ years in Customer Success or Account Management with a strategic portfolio management track record.
  • Domain expertise in investment banks, hedge funds, and asset management.
  • Technical ability to navigate complex discussions about data integrations and AI-driven solutions.
  • Skilled at identifying influential users to drive positive sentiment and business outcomes.
  • Outstanding communication skills for cross-functional collaboration and customer engagement.
  • Natural leadership qualities in dynamic and fast-paced settings.

Responsibilities

  • Navigate and influence multi-business units across large global organizations to enhance user sentiment.
  • Design multi-quarter adoption roadmaps that align product capabilities with business objectives.
  • Guide clients through onboarding and training to ensure user adoption and product mastery.
  • Lead sophisticated technical discussions with stakeholders on managed content and AI models.
  • Command presence in meetings with executives and use strategic follow-ups to drive product adoption.
  • Own and facilitate high-stakes, multi-day engagements, tailored to diverse user groups.
  • Participate in cross-functional initiatives to foster innovation and improve team efficiency.

Benefits

  • Performance-based bonuses and equity offerings.
  • A comprehensive benefits program including health and wellness options.
  • Opportunities for mentorship and professional development.
  • Engagement in cross-functional innovation initiatives.
Full Job Description
About the Role

As a Senior Customer Success Manager (Sr. CSM) at AlphaSense, you will be the strategic lead for our most complex and high-value accounts within the Financial Services sector. You are responsible for navigating multi-million dollar global organizations and driving long-term ROI through technical group/individual training while ensuring company-wide adoption across multiple business units. You will manage a concentrated portfolio of strategic accounts, remaining at the forefront of product and Financial Services expertise, while scaling your impact across the organization through account strategy, leadership and innovation.
What You'll Do
  • Strategic Account Influence: Navigate and influence multiple business units and key power users across the world largest and most complex global organizations. Create a groundswell of positive user sentiment to drive renewals and expansion with Senior Leadership.
  • Architect Deep Adoption & Value Realization: Synthesize complex usage into actionable insights. Design multi-quarter adoption roadmaps in tandem with your Account Management peers that align AlphaSense capabilities with business objectives.
  • Onboarding & Ongoing Training: As an expert on the product, you will guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation, both virtually and in person.
  • Technical & Domain Mastery: Independently lead sophisticated technical conversations regarding Managed Content Providers (MCP), APIs, and Large Language Models (LLMs) with technical stakeholders and platform owners.
  • Executive Presence & Communication: Command virtual and in-person rooms with executive presence, and leverage powerful, strategic follow-ups as a tool to drive adoption and link AlphaSense to specific Senior Leader business objectives.
  • Solo On-Site Leadership: Fully own high-stakes, multi-day on-site engagements and lead customer "Lunch & Learns,'' tailoring presentations to diverse user groups and core personas using our WWH (Why, What, How) framework.
  • Company Innovation: engage in cross-functional initiatives outside the standard CSM scope, such as product feedback loops, hiring committees, mentorship programs and process innovation to improve team efficiency.
Who You Are
  • 3 - 5+ years of professional experience in Customer Success or Account Management, with a proven track record of managing a strategic portfolio.
  • Recognized as an "FS Expert" with domain knowledge of investment banks, hedge funds, asset management, and other financial institutions.
  • Possess the technical acumen to navigate complex conversations around data integrations, APIs, and AI-driven market intelligence solutions.
  • Ability to identify the 5% of users who drive the majority of sentiment and influence within an account, focusing on high-level business outcomes over basic feature adoption.
  • Excellent communication skills with a demonstrable track record for collaborating internally in a cross-functional environment and onsite with customers.
  • A natural leader who thrives in fast-paced environments and is committed to contributing to the "AlphaSense Playbook" through mentorship and internal innovation.


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

$104,000-$115,000 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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