Implementation Manager, Financial Services

Remote; San Francisco (CA); Remote; USD 100,000 - 120,000; Full time

Benefits offered by this job

Remote work (US)

Performance bonus

Equity

Benefits

Job summary

AlphaSense is seeking an organized Implementation Manager to own onboarding and rollout for our largest enterprise clients. You will coordinate with Account Managers and Customer Success teams to drive adoption through the first 90 days and beyond, ensuring a smooth transition from purchase to sustained usage.

You will use project management tools to track milestones, measure adoption signals, and report insights to senior stakeholders.

Qualifications

• 4+ years in a client-facing onboarding, customer success, or program management role in a B2B SaaS environment.
• Experience with financial services clients (investment banks, hedge funds, PE/VC) is a plus.
• Familiarity with change management and adoption post-implementation.

Responsibilities

• Own the onboarding and rollout program for large enterprise clients from pre-sale handoff through the first 90 days.
• Lead status meetings and coordinate resources across Sales, Marketing, Product, and Customer Success.
• Track adoption signals (time to first login, active users, retention) and drive actions with the account team.
• Partner with Sales before close to shape rollout plans and hand accounts to Account Managers with a maintenance plan after 90 days.
• Analyze adoption trends to identify bottlenecks and provide actionable insights to internal and client stakeholders.
• Document best practices and build scalable onboarding processes for future clients.
• Develop product and customer lifecycle understanding to tailor onboarding strategies.

Skills

Onboarding

Customer success

Program management

Change management

Data analysis

Executive communication

Tools

Linear

Jira

Asana

Rocketlane

Salesforce

Job description

About AlphaSense:

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.

Location: US Remote (East/Central Timezones only)

Reports to: Team Lead, Strategic Deployments

About the Role

We are seeking an organized, data-driven, and client-focused Implementation Manager to join our growing Customer Success team at AlphaSense. In this role, you will own the onboarding and rollout program for our largest enterprise clients, starting at the pre-sale handoff and running through the first 90 days of adoption. You will coordinate the work that moves a newly signed client from purchase to sustained usage at scale, partnering with Account Managers and Customer Success Managers throughout. Your focus is on program coordination and driving adoption. If you've worked as an Onboarding Manager, Enterprise/Scaled Customer Success Manager, or any other form of program management role where the focus was adoption post roll‑out, then this position may be a good fit for you!

Who You Are

• 4+ years in a client-facing onboarding, customer success, or program management role in a B2B SaaS environment. Relevant backgrounds include Onboarding Manager, Enterprise or Scaled Customer Success Manager, and Professional Services or Implementation roles where the focus was rollout and adoption

• Experience working with, at, or alongside financial services organizations such as investment banks, hedge funds, private equity firms, and venture capital firms. You understand how these firms operate, who their senior decision makers are, and how research and market intelligence tools fit into their day‑to‑day work. Experience with investment banking and hedge fund clients is especially relevant

• Experience with change management practices that help client organizations adopt a new tool after purchase

• Sense of seeing a program through to completion and managing tasks. Familiarity with project management tools (Linear, Jira, Asana, Rocketlane) and CRM software (Salesforce) for tracking rollouts and client information is a must

• Ability to work with adoption data, read signals such as time to first login and platform utilization, understand key trends, and develop both internal and external reports. Must be proficient in Microsoft Excel or Google Sheets (pivot tables, complex formulas, data validation)

• Interest in identifying operational inefficiencies and driving organizational change through scalable processes and documentation

• Strong communication skills to work with senior client stakeholders such as managing directors and partners, ensuring internal teams are aligned and projects are on track

What You’ll Do

• Own the onboarding and rollout program for large enterprise clients, including the project plan, critical milestones, and risk mitigation, from the pre-sale handoff through the first 90 days

• Serve as one of the main points of contact for the rollout, leading regular status meetings and aligning resources across Sales, Marketing, Product, and Customer Success

• Track signals such as time to first login, percentage of users reaching first login, retention on platform, and frequency of use, then act on them alongside the account team

• Partner with Sales before close to shape the rollout plan, then hand each account to Account Managers and Customer Success Managers with a maintenance plan after roughly 90 days

• Analyze adoption trends and potential bottlenecks and translate the data into clear, actionable insights for internal teams and client stakeholders

• Identify areas for improvement in our onboarding approach, document best practices and standardized playbooks, and build scalable processes for a smoother, faster onboarding experience across future clients

• Develop an understanding of the product, the customer persona, the reason for investment, and how this maps back to the customer lifecycle

#LI-Remote

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

$100,000 - $120,000USD

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.