Account Manager, Financial Services

About AlphaSense

AlphaSense is trusted by some of the most sophisticated companies worldwide to eliminate uncertainty in decision-making. Using market intelligence and advanced AI-powered search, AlphaSense provides trusted insights from a wide array of content sources including equity research, company filings, event transcripts, expert calls, news, trade journals, and client-specific research.

The 2024 acquisition of Tegus by AlphaSense strengthens their mission to empower professionals with smarter AI-driven market intelligence solutions. Together, they promise accelerated growth, innovation, and content enrichment, serving over 6,000 enterprise customers, including most S&P 500 companies. Established in 2011, AlphaSense is headquartered in NYC with more than 2,000 employees worldwide and offices in multiple countries, including Ireland.

About the Team

The Customer Success team, comprising Product Specialists and Account Managers, partners deeply with clients ranging from Fortune 1000 firms to leading financial institutions. They act as consultative advisors, aiming to address client challenges using the product, ensuring clients have the right data for the best decisions, and working to retain customers, maximize product use, and support sales in uncovering growth opportunities.

Role Overview

The Account Manager for Financial Services cultivates multi-dimensional relationships with clients such as Hedge Funds, Asset Managers, Investment Banks, and Private Equity firms. Acting as the primary contact for these financial customers, the role involves managing inbound inquiries, outbound engagements, relationship updates, and renewals. Collaboration with account executives is essential to identify prospects for account expansion.

Key Responsibilities

• Optimize retention rates across assigned clients.
• Promote and expand use of AlphaSense solutions across various client business units to surpass revenue targets.
• Spot and address potential risks to revenue to minimize churn.
• Forecast retention metrics accurately.
• Partner with Account Executives to uncover growth opportunities within existing accounts.
• Gain comprehensive understanding of clients’ business environments to tailor communications and identify new opportunities.
• Build and maintain strong relationships with users and decision-makers to position AlphaSense as a valued business partner.
• Conduct regular business reviews with key stakeholders.
• Develop and implement onboarding and training programs for new users.
• Engage proactively with clients, providing relevant materials and information.
• Represent AlphaSense on-site through activities like floor visits and informational sessions.
• Serve as both advocate for AlphaSense to clients and advocate for clients within AlphaSense.
• Capture and distribute client feedback and success stories internally to aid product, marketing, and sales teams.
• Manage time efficiently, focusing efforts on high and mid-tier accounts.

Desired Attributes and Qualifications

• Strong relationship-building skills with demonstrated ability to manage and grow major client accounts, especially within financial services and Fortune 1000 companies.
• Expertise in internal and external relationship management, business acumen, and effective process implementation.
• Energetic with intellectual curiosity and a willingness to learn and adapt rapidly.
• Knowledgeable about SaaS client engagement best practices, ideally with experience in AI and research-driven products.
• Results-oriented with high initiative, work ethic, enthusiasm, and commitment.
• Excellent communication skills, capable of engaging audiences ranging from Analysts to C-level executives, simplifying complex concepts.

Equal Opportunity and Legal Policy

AlphaSense promotes a workplace that respects and supports a diverse workforce, ensuring equal employment opportunity regardless of race, color, sex, nationality, age, religion, marital status, gender identity, or disability status among others. The company also provides reasonable accommodations for qualified individuals with protected disabilities in compliance with applicable laws.

Fraud Warning

AlphaSense cautions candidates about fraudulent job postings and impersonators. Authentic communications will always come from official AlphaSense email addresses. The company does not require any payment for job applications or training. For doubts or reports of scams, candidates are urged to verify through official company channels.