Product Specialist, Financial Services

Enclustra; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

An innovative firm is seeking a dynamic Product Specialist to bridge sales, customer success, and technical support. In this role, you'll engage directly with prestigious investment banks and asset managers, helping them maximize their experience with a cutting-edge market intelligence platform. Your ability to build relationships, provide insightful training, and offer strategic guidance will be key to driving adoption and ensuring client satisfaction. If you're a proactive communicator with a passion for learning and a knack for simplifying complex concepts, this opportunity is perfect for you. Join a team dedicated to empowering professionals through AI-driven insights and make a significant impact in the industry.

Benefits

Performance-based bonus

Equity options

Generous benefits program

Flexible working hours

Qualifications

• Client-facing professional with strong communication and relationship-building skills.
• Eager to learn and adapt, with the ability to distill complex issues simply.

Responsibilities

• Engage with top investment firms to drive platform adoption and deliver value.
• Provide tailored training and strategic guidance to enhance client success.

Skills

Client Engagement

Communication Skills

Time Management

Adaptability

Problem Solving

Job description

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.

The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 4,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

Location: New York City Preferred, Remote considered

Reports To: Director of Customer Success

About the Role

The Product Specialist role at AlphaSense lives at the intersection of sales, customer success, and technical support. Product Specialists are tasked with building relationships with prospective clients by providing support and deep technical knowledge to demonstrate the value of AlphaSense while helping to drive adoption. Due to the extensive exposure that Product Specialists have with clients, they’re also in a prime location to partner with our sales and product teams in determining future product developments that will resonate with the market.

What You’ll Do

• Client Engagement: Work directly with the world’s largest and most successful investment banks, hedge funds, private equity firms, and asset managers to drive platform adoption and deliver value. Conduct on-site client visits, host training sessions, and provide strategic guidance to ensure users maximize their AlphaSense experience. Serve as a trusted advisor, understanding client workflows and proactively addressing their needs.
• Customer Health: Partner closely with account management to engage with users, provide tailored training, optimize workflows, and deliver ongoing product consultations to enhance client success and retention.
• Growth Initiatives: Support sales efforts by leading product demos, assisting in pitches, and overcoming common objections. Run trial training calls to showcase AlphaSense’s value and help convert prospects into long-term users.
• Market Insights & Advisory: Identify key market trends and insights, curating timely and relevant content that enhances client engagement. Package this intelligence for use in demos, sales outreach, and account management communications.
• Product Direction: Leverage deep product and client knowledge to field feedback, identify opportunities for product enhancements, and collaborate with teams across sales, account management, and product development to drive meaningful improvements.

Who You Are

• A client-facing professional with a superior ability to develop rapport with new people, and to maintain relationships, combined with a positive and proactive personality.
• A skilled communicator who can engage at any level of an organization.
• An energetic and creative individual, possessing natural curiosity with the ability to learn quickly and adapt.
• Eager to learn - Due to our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job!
• Able to distill and explain complex issues in simple terms.
• Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture.
• Strong time management and task prioritization skills.
• Must be willing to work from our NYC office at least 1 day per week.

Compensation

For base compensation, we set standard ranges for all US-based roles based on function, level and geographic location, 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 geographic location as well as 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: $70,000 - $90,000 USD

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 who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Apply for this job

* indicates a required field

First Name *

Last Name *

Email *

Phone *

Location (City) *

Resume/CV *

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Education

School Select...

Degree Select...

Select...

Select...

Start date year

End date month Select...

End date year

Where did you hear about this position? *

Why are you applying for this position at AlphaSense? *

Are you located in the New York City Metropolitan area? * Select...

What is your target compensation range?

Are you currently eligible to work in the United States of America? * Select...

Do you now or in the future require Visa sponsorship to continue working in the United States? * Select...

LinkedIn Profile *