CSM Manager, Financial Services SaaS — Lead & Scale

AlphaSense; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

AlphaSense, based in New York, seeks a Manager of Customer Success to lead a 3–5 person client-facing product specialist team that helps customers maximize value from AlphaSense. You’ll partner with Account Executives and Account Managers to deliver high-impact demos and adoption campaigns that drive long-term success.

You’ll set strategy, coach for performance, and ensure resources cover our most important financial services accounts in a fast-growing environment.

Qualifications

• 2+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar).
• 1+ year leading high-performing teams.

Responsibilities

• Lead and develop a 3–5 person team of Product Specialists to excel in pre- and post-sales engagements.
• Drive client value through demos, adoption campaigns, and measurable outcomes.
• Strategic account coverage with sales leadership to prioritize accounts and allocate resources.
• Build scalable playbooks, demo flows, and talk tracks using product usage data and GenAI insights.
• Collaborate with Enablement, Marketing, and Product to align messaging and initiatives.

Skills

Client-facing SaaS

Team leadership

Financial services workflows

Executive communication

Data-driven decision making

Scale and build processes

Job description

AlphaSense, based in New York, seeks a Manager of Customer Success to lead a 3–5 person client-facing product specialist team that helps customers maximize value from AlphaSense. You’ll partner with Account Executives and Account Managers to deliver high-impact demos and adoption campaigns that drive long-term success.

You’ll set strategy, coach for performance, and ensure resources cover our most important financial services accounts in a fast-growing environment.