CSM Manager, FS HG

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 is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose‑built for speed, accuracy, and enterprise‑grade security, AlphaSense helps teams extract critical insights, uncover market‑moving trends, and automate complex workflows with high‑quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, AlphaSense delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real‑time information quickly. For more information, visit www.alpha‑sense.com . Come join us.

About the Role:

We’re looking for a Manager of Customer Success to lead, develop, and inspire a team of approximately 3 to 5 client‑facing product experts who help our customers get maximum value from AlphaSense.

As a leader in our Customer Success organization, you’ll partner closely with Account Executives (pre‑sales) and Account Managers (post‑sales) to ensure our Customer Success Managers are delivering exceptional engagements — from high‑impact demos that win new business to adoption campaigns that drive long‑term success.

You’ll set strategy, coach for performance, and ensure we have the right coverage and resources in place to support our most important accounts across the financial services markets.

Who You Are:

• 2+ years in a client‑facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar).
• 1+ years leading high‑performing teams.
• Deep understanding of financial services workflows; expertise in investment banking, private equity, and hedge funds is a plus.
• Exceptional communicator with strong presentation skills and the ability to tailor narratives to senior stakeholders.
• Data‑driven decision‑maker who uses metrics and insights to prioritize and measure success.
• Thrive in a fast‑paced, high‑growth environment and enjoy building for scale.

What You’ll Do:

• Lead & Develop a High‑Impact Team: Manage a group of approximately 3-5 Product Specialists, ensuring they have the skills, tools, and confidence to excel in both pre- and post‑sales engagements.
• Drive Client Value: Ensure PS‑led engagements — from product demos to adoption campaigns — are persona‑specific, data‑driven, and tied to measurable outcomes.
• Strategic Account Coverage: Partner with sales leadership to prioritize accounts, align team resources, and ensure we’re driving impact where it matters most.
• Operational Excellence: Build scalable playbooks, demo flows, and talk tracks for key personas, leveraging product usage data and GenAI adoption insights.
• Cross‑Functional Collaboration: Work with Enablement, Marketing, and Product teams to align messaging, share customer feedback, and roll out new initiatives.

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.