Account Manager - Financial Services

About AlphaSense

AlphaSense is trusted by leading global enterprises to eliminate uncertainty in decision-making through an advanced AI-powered market intelligence platform. This solution aggregates insights from a broad spectrum of content, including equity research, corporate filings, expert calls, news, and specialized trade journals. Following its 2024 acquisition of Tegus, AlphaSense aims to enhance its growth and innovation by combining complementary technologies, serving over 6,000 enterprise customers worldwide. Founded in 2011, the company operates globally with a diverse workforce and multiple international offices.

The Customer Success Team

The team includes Product Specialists and Account Managers who act as strategic advisors for a clientele ranging from Fortune 1000 firms to major financial institutions. Their core mission is to deliver additive value through consultative, client-focused approaches, ensuring customers maximize product usage and satisfaction while supporting retention and business growth.

Role Overview

The Account Manager for Financial Services will develop multi-dimensional relationships with key clients such as Hedge Funds, Asset Managers, Investment Banks, and Private Equity firms. This position serves as the primary liaison for inbound and outbound communications, relationship management, and contract renewals. It requires close collaboration with Account Executives to identify and cultivate expansion opportunities within existing accounts.

Primary Responsibilities

• Ensure high retention rates across assigned accounts.
• Drive adoption of AlphaSense solutions across additional business units to reveal new revenue generation possibilities.
• Proactively identify and mitigate at-risk revenue to prevent client attrition.
• Provide accurate retention rate forecasts.
• Partner with Account Executives to uncover growth prospects within client portfolios.
• Develop deep understanding of client business operations, roles, and metrics to enhance communication and opportunity identification.
• Establish and nurture relationships with users and decision-makers positioning AlphaSense as a trusted business partner.
• Conduct business reviews and manage onboarding and training programs for new users.
• Perform ongoing proactive outreach delivering relevant updates and information.
• Engage directly with client teams through onsite interactions such as floor walks and learning sessions.
• Represent AlphaSense internally to clients and advocate client needs across AlphaSense teams.
• Collect and share client success stories and product feedback to support continuous improvement in product, marketing, and sales.
• Prioritize time management to focus on accounts requiring high and mid-touch engagement.

Candidate Profile

• Strong relationship-building skills with demonstrated success managing and expanding major corporate and financial services client relationships.
• Expertise in client and internal relationship management, business acumen, and commitment to optimizing processes.
• Intellectually curious and adaptable with a proactive and energetic approach.
• Experience or understanding of SaaS environments, ideally with products involving AI or research-based tools.
• Resilient and driven with a strong work ethic, initiative, and enthusiasm.
• Exceptional communication skills sufficient to engage a range of audience levels including executives, simplifying complex topics effectively.

Diversity and Inclusion

AlphaSense is dedicated to providing an inclusive workplace free from discrimination or bias, supporting reasonable accommodations for qualified individuals. Equal opportunity is central to all aspects of employment.

Important Notes on Recruitment Integrity

• AlphaSense does not require payment for applications, training, or equipment.
• Official communications use only @alpha-sense.com email addresses.
• Caution is advised against fraudulent recruiters; verification is encouraged if in doubt.