Customer Success Manager, Financial Services - Strategic

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

Job summary

AlphaSense is looking for a Customer Success Manager in New York, NY to drive engagement and business outcomes for our Financial Service clients. This role involves acting as the Account Expert and leveraging technical authority for effective product discussions.

You'll be responsible for onboarding, driving growth, and collaborating with Sales to ensure client satisfaction. A salary range of $80,000—$95,000 is offered, alongside performance-based bonuses and equity options.

Qualifications

• 2–4+ years of experience in Customer Success, Account Management, or a relevant SaaS role.
• Proven ability to influence stakeholders and drive business outcomes.
• Strong organizational and time-management skills.
• Proactive and consultative professional with excellent communication skills.

Responsibilities

• Act as the Account Expert for key Financial Service clients.
• Leverage technical authority to lead complex dialogues and product adoption.
• Command virtual and in-person meetings with senior stakeholders.
• Architect onboarding journeys and success plans for clients.
• Collaborate with Sales and Account Management for organic growth.

Skills

Relationship building

Data-driven mindset

Excellent communication

Organizational skills

Job description

About AlphaSense

AlphaSense is a leading AI-driven market intelligence platform that helps sophisticated companies remove uncertainty from decision-making. Founded in 2011, it serves over 6,000 enterprise customers—including a majority of the S&P 500—by providing a universal content set that includes equity research, company filings, event transcripts, expert calls, news, trade journals, and client research.

About the Team

The Customer Success organization ensures every client realizes the full value of their investment. Our Strategic team focuses on deep engagement, account-level influence, and sophisticated business partnership. We seek a CSM who can thrive under high‑pressure environments, possess domain authority, and lead open-ended, tailored discussions across multiple business units.

Who You Are

• 2–4+ years of experience in Customer Success, Account Management, or a client‑facing SaaS role (financial services experience a plus).
• Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes.
• Comfortable using data to inform decisions, with strong organizational and time‑management skills.
• A proactive, curious, and consultative professional who thrives in fast‑paced environments and values collaboration.
• Excellent communication skills with a demonstrable track record for collaborating in a cross‑functional environment.
• Ability to be in our NYC office 1x per week.

What You’ll Do

• Deep‑Dive Engagement & Account Influence: Act as the "Account Expert" for a select group of Financial Service Strategic clients, navigating and influencing multiple business units to drive business outcomes and product adoption.
• Domain Expertise & Technical Leadership: Leverage technical authority to lead sophisticated dialogues (APIs, LLMs, integrations) that transform AlphaSense from a software vendor into an embedded, mission‑critical business partner.
• Omni‑Channel Leadership: Exercise full autonomy in commanding virtual and in‑person rooms, leading high‑stakes executive workshops and onsite "Lunch & Learns" with senior‑level stakeholders.
• Strategic Onboarding & Trial Management: Architect onboarding journeys and trial success plans that build belief from day one by mapping product capabilities to the client’s most complex business challenges.
• Retention & Growth Partnership: Partner with Sales and Account Management as a commercial strategist to identify organic expansion opportunities and defend renewals by articulating account‑specific ROI.
• Data‑Driven Mindset: Proactively mitigate risk by synthesizing quantitative usage metrics with qualitative "human" signals, such as sentiment and organizational shifts, to anticipate needs before they appear in data.
• Voice of the Customer: Serve as a high‑level cross‑functional bridge, distilling complex client feedback and stakeholder dynamics into actionable insights for the AM, Product and Support teams.

Compensation

Base Compensation Range: $80,000—$95,000 USD. Candidates may also be offered a performance‑based bonus, equity, and a generous benefits program. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

Equal Opportunity Employer

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 with protected disabilities to the extent required by applicable laws, regulations, and ordinances.