Customer Success Manager, Financial Services - High Growth

AlphaSense; New York (NY); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Performance-based bonus

Equity

Generous benefits program

Job summary

AlphaSense is looking for a Customer Success Manager in New York City to engage with clients and ensure high satisfaction across a portfolio of ~50 accounts. This role requires a strategic mindset and strong analytical skills to identify upsell opportunities and manage complex client interactions.

The ideal candidate will have 2–4+ years of experience in Customer Success or Account Management and demonstrate comfort in technical discussions with senior executives.

Compensation ranges from $80,000 to $95,000, with additional performance-based bonuses and equity.

Qualifications

• 2–4+ years of experience in Customer Success, Account Management, or as a Financial Services Analyst.
• Ability to manage a high-volume portfolio of ~50 accounts.
• Comfortable leading technical discussions (APIs, LLMs) for non-technical senior executives.

Responsibilities

• Engage clients in high-stakes interactions to drive platform stickiness.
• Lead multi-city onsite engagements and strategic workshops.
• Identify upsell opportunities within the account portfolio.

Skills

Customer Success

Account Management

Analytical Skills

Technical Discussions

Job description

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision‑making. AlphaSense delivers market intelligence and search built on proven AI, covering equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The 2024 acquisition of Tegus expands AlphaSense’s mission to empower professionals with AI‑driven market intelligence, accelerating growth and innovation. AlphaSense serves over 6,000 enterprise customers, including a majority of the S&P 500, and is headquartered in New York City with offices worldwide.

About the Team

The Customer Success organization ensures every client realizes the full value of their investment. The High Growth team focuses on scale, strategy, and relentless execution. We seek a CSM who thrives in a structured environment, loves a playbook, and possesses grit to manage a high‑volume portfolio of ~50 accounts while maintaining high‑touch quality and technical authority.

Who You Are

• 2–4+ years of experience in Customer Success, Account Management, Consulting, or as a former Financial Services Analyst.
• A High‑Growth Mindset: you possess a scratch‑and‑claw mentality, unfazed by non‑responsiveness, and use creative outreach and persistent follow‑up to drive engagement.
• The Master Storyteller: you connect dots across a wide array of audiences and tell compelling stories that unlock interest and drive measurable business outcomes.
• Operational Pro: exceptional ability to maintain high‑touch quality across a large portfolio, balancing administrative excellence with high‑energy client‑facing time.
• Technical Curiosity: comfortable leading technical discussions (APIs, LLMs) and translating them for non‑technical senior executives.
• Location: ability to be in our NYC office at least once per week.

What You’ll Do

Omni‑Channel Client Engagement & Command

• The Face of AlphaSense: engaging with clients is the core of this role, leading high‑stakes interactions virtually or in person to drive platform stickiness.
• High‑Impact Onsites: maintain full autonomy in leading multi‑city onsite engagements, commanding the room during Lunch & Learns and intensive 1:1 sessions with senior decision‑makers and power users.
• Strategic Workshop Facilitation: lead open‑ended, strategic workshops tailored to specific business challenges, transforming AlphaSense from a tool into a mission‑critical workflow partner.

Commercial Acumen & Growth Partnership

• Growth Catalyst: act as a strategic partner to 2–3 Account Managers, proactively identifying sourced pipeline and organic upsell opportunities within your ~50‑account portfolio.
• Competitive Defense: leverage deep domain expertise to navigate competitor stacking, pivoting conversations from cost‑saving to efficiency and ROI.

Strategic Workflow & Technical Authority

• Persona Mastery: develop an obsessive understanding of user persona profiles to overhaul workflows and embed AlphaSense into the daily habits of financial professionals.
• Technical Leadership: independently lead sophisticated dialogues regarding MCP, APIs, and LLMs, translating complex tech into actionable improvements for end users.

Data‑Driven Execution

• Analytical Segmentation: slice and dice large datasets to categorize your book of business into actionable cohorts, moving seamlessly from data insights to autonomous action.
• Internal Multiplier: distill winning playbooks from your high‑volume experience to lead team‑wide development sessions, raising the performance bar for the entire CS organization.

Base Compensation Range

$80,000—$95,000 USD

Benefits

You may also be offered a performance‑based bonus, equity, and a generous benefits program.

Equal‑Opportunity Employer Statement

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 on the basis of race, color, sex, 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.

Accommodation Policy

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.