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Customer Success Manager in Financial Services

AlphaSenseNew York, New York, United States
On-site Full-time $80K/yr - $92K/yr

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Experience Level

Manager

Qualifications

To excel in this role, candidates should possess strong interpersonal and communication skills, a solid foundation in financial services, and a passion for customer success. Familiarity with market intelligence tools and a keen understanding of how to drive product adoption are advantageous.

About the job

About AlphaSense: 

AlphaSense is the trusted partner for the world's leading companies, enabling them to eliminate uncertainties in decision-making. Our innovative platform harnesses AI-driven market intelligence to deliver invaluable insights derived from trusted content sources, including equity research, company filings, event transcripts, expert calls, news, trade journals, and proprietary research.

The recent acquisition of Tegus in 2024 enhances our collective mission of empowering professionals to make informed decisions with advanced AI-powered insights. Together, we aim to foster growth, innovate, and expand our content offerings, providing our users with access to an even broader array of insights from diverse content sets. Over 6,000 enterprise clients, including a significant portion of the S&P 500, place their trust in our platform. Established in 2011 and headquartered in New York City, AlphaSense boasts a global workforce of over 2,000 employees, with offices across the U. S., U. K., Finland, India, Singapore, Canada, and Ireland. We invite you to join our dynamic team!

About The Team

The Customer Success division consists of three specialized teams: pre-sales, customer success, and support. This organization is committed to ensuring clients derive maximum value from their investment in our platform, partnering closely with them to achieve significant outcomes and seamlessly integrate AlphaSense into their decision-making processes.

By combining industry knowledge, product expertise, and an in-depth understanding of client needs, our team assists organizations in discovering new applications, accelerating platform adoption, and ensuring sustainable long-term growth. Their close collaboration with clients fosters a robust feedback loop, which informs product development, shapes content strategies, and guarantees that the evolving requirements of the financial services sector are consistently addressed by AlphaSense.

About the Role
The Customer Success Manager (CSM) role at AlphaSense is pivotal in ensuring our clients achieve tangible results from their investment in our platform. CSMs collaborate with Account Managers to streamline the customer journey, emphasizing robust product adoption and engagement. You will proactively monitor usage, adoption rates, and account health, while aligning AlphaSense with client objectives and integrating our platform into their daily workflows.

About AlphaSense

AlphaSense is a leading provider of AI-driven market intelligence solutions, empowering businesses to make informed and confident decisions. With a robust platform that aggregates diverse content sources and insights, AlphaSense is dedicated to enhancing decision-making processes across various industries. Our commitment to innovation and client success positions us as a trusted partner for enterprises worldwide.

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