Application Specialist, Financial Data

AlphaSense, Inc.; United States; On-site; USD 90,000 - 115,000; Full time

Job summary

In the role of Financial Data Application Specialist at a leading firm, you will combine sales, customer success, and technical implementation. This position ensures the successful adoption of financial data products while providing critical support in client interactions and shaping product directions. Join a dynamic team dedicated to optimizing client engagement and driving growth.

Benefits

Performance-based bonus

Equity options

Generous benefits program

Qualifications

• 2-4 years of relevant experience in equity research, investment management, or similar fields.
• Excellent communication skills to engage with high-profile clients.
• A background in finance with emphasis on client-facing roles.

Responsibilities

• Assist sales with demos and trial training calls.
• Provide advanced training and customizations to users.
• Act as a subject matter expert in financial data applications.

Skills

Client Relationship Management

Quantitative Analysis

Communication Skills

Problem Solving

Time Management

Education

Bachelor’s degree in Economics/Finance/Accounting

CFA (or working towards)

Tools

Excel

VBA

Job description

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.

The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 4,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

About the Role:

The Financial Data Application Specialist role at AlphaSense lives at the intersection of sales, customer success, and technical implementation for AlphaSense’s financial data products. This is a new team at AlphaSense supporting a strategic area of investment for the business, so we are looking for entrepreneurial minded people that can use learnings from client discussions to help optimize both our go-to-market and product strategies. Specialists add value across our revenue organization by building relationships with prospects and clients, providing deep technical knowledge to demonstrate the value of AlphaSense’s financial data while helping to drive adoption. Due to the extensive exposure that Specialists have with clients, they’re also in a prime location to partner with our sales, product, marketing and leadership teams in determining future product developments that will resonate with the market.

What You’ll Do:

• Growth Initiatives: Assist sales in demos and strategic trials of AlphaSense’s financial data solutions. The team also runs trial training calls, making the ability to overcome common objections and communicate our value proposition essential to success.
• Customer Health: The team works hand in hand with account management, speaking with and visiting users to provide advanced training, customizations, and product consultations. Specialists often drive adoption by building custom templates or other bespoke modeling tools for our customers.
• Subject Matter Expert: Specialists have expertise in quantitative analysis for investment and valuation decisions. They know the use cases that our customers are likely to care about, and package it for utilization by sales and account management. This can come in the form of how-to videos, enablement, product marketing, support articles and others that can be used for meetings or email distribution.
• Product Direction: Because of our Specialists’ deep understanding of both our financial data products and customers, they are in a position to field feedback and identify product opportunities, and relay that information across the organization (account management, account executives, product, management).
• Support: Act as an escalation point for our product and support teams on difficult scenarios our customers may face with our solutions, particularly when leveraging Excel Add-ins. Manage and resolve challenges related to the full integration of our modeling solutions into our clients’ workflows.

Who You Are:

• A client-facing professional with a superior ability to develop rapport with new people, and to maintain relationships, combined with a positive and proactive personality.
• Someone with a finance background who wants to spend time being client facing and actively engaged with senior buyside professionals
• Committed to becoming a SME for financial data across all industries, personas, and verticals
• A passion for technology and the capital markets
• Excellent in 360 degree communication and collaboration
• Able to distill and explain complex issues in simple terms.
• Genuine interest to learn how the different tools we've built contribute to our clients' processes, to help identify when a particular client should be using them, and to identify solutions that solve for a client’s needs
• Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture.
• Strong time management and task prioritization skills.
• An independent problem-solver, making multiple efforts to solve problems on your own before escalating
• Comfortable working in ambiguity, and flexible enough to adapt as needed to drive customer happiness.
• Familiar with the institutional investor landscape, financial markets, and investment research

Minimum Qualifications

• Strong foundation in Finance, such as working towards your CFA or bachelor’s degree in Economics/Finance/Accounting OR
• 2-4 years of relevant experience in equity research, investment management, private equity, accounting or consulting with a strong desire to move towards client-facing positions
• Strong Excel abilities (nice to have: knowledge on how to use VBA in the context of Excel workbooks)
• Excellent communication skills, as you must manage relationships with high-profile fund managers and junior analysts alike

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

$90,000 - $115,000 USD

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

• AlphaSense never asks candidates to pay for job applications, equipment, or training.
• All official communications will come from an @alpha-sense.com email address.
• If you’re unsure about a job posting or recruiter, verify it on ourCareers page .

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense pleasecontact us. Your security and trust matter to us.

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