Customer Success Manager, AlphaSense
Financial Services, High Growth
$80-95k
1+ day a week in office
Market intelligence and search platform
Be an early applicant
Market intelligence and search platform
1001+ employees
Be an early applicant
$80-95k
1+ day a week in office
1001+ employees
Company mission
AlphaSense's mission is to organise the world’s business information and leverage technology to enable companies to make smarter, faster, and more confident decisions.
Role
Who you are
- 2–4+ years of experience in Customer Success, Account Management, Consulting, or as a former Financial Services Analyst
- A "High-Growth" Mindset: You possess a "scratch and claw" mentality - unfazed by non-responsiveness, you use creative outreach and persistent follow-up to drive engagement
- The Master Storyteller: You connect dots across a wide array of audiences and tell compelling stories that unlock interest and drive measurable business outcomes
- Operational Pro: Exceptional ability to maintain high-touch quality across a large portfolio, balancing administrative excellence with high-energy client facing time
- Technical Curiosity: Comfortable leading technical discussions (APIs, LLMs) and translating them for non-technical senior executives
- Location: Ability to be in our NYC office at least 1x per week
What the job involves
- 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
- Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500
- The Customer Success organization is dedicated to ensuring every client realizes the full value of their investment
- The High Growth team specifically focuses on scale, strategy, and relentless execution
- We are looking for a CSM who thrives in a structured environment, loves a good playbook, and possesses the "grit" to navigate a high-volume portfolio of ~50 accounts while maintaining high-touch quality and technical authority
- Omni-Channel Client Engagement & Command
- The Face of AlphaSense: Engaging with clients is the core of this role. You will spend the majority of your time leading high-stakes interactions, whether virtually or in person, to drive platform stickiness
- High-Impact Onsites: Maintain full autonomy in leading multi-city onsite engagements. You will command the room during Lunch & Learns and intensive 1:1 sessions with stakeholders who are both senior decision-makers and power users
- Strategic Workshop Facilitation: Move beyond standard presentations to lead open-ended, strategic workshops tailored to specific business challenges. You will facilitate dialogues that transform AlphaSense from a "tool" into a mission-critical workflow partner
- Commercial Acumen & Growth Partnership
- Growth Catalyst: Act as a strategic partner to 2–3 Account Managers, proactively identifying sourced pipeline and organic upsell opportunities within your ~50-account portfolio
- Competitive Defense: Leverage deep domain expertise to navigate "competitor stacking." You will pivot conversations from "cost-saving" to "efficiency and ROI," ensuring AlphaSense remains the partner of choice
- Strategic Workflow & Technical Authority
- Persona Mastery: Develop an obsessive understanding of user persona profiles to overhaul workflows and embed our platform into the daily habits of financial professionals
- Technical Leadership: Independently lead sophisticated dialogues regarding MCP, APIs, and LLMs, translating complex tech into actionable improvements for end users
- Data-Driven Execution
- Analytical Segmentation: "Slice and dice" large datasets to categorize your book of business into actionable cohorts, moving seamlessly from data insights to autonomous action
- Internal Multiplier: Distill winning playbooks from your high-volume experience to lead team-wide development sessions, raising the performance bar for the entire CS organization
Our take
Manual research can be a serious pain: financial analysts spend hours every week searching through PDFs one keyword at a time, just to find a single usable insight. To remedy this, AlphaSense has built a smart search engine that slashes research time for analysts, using thousands of sources and a semantic indexing layer that can effectively query finance-specific language.
As a disruptor and market leader in this field, AlphaSense has few direct competitors, being most closely compared to Wolfram Alpha or LexisNexis. It helps that its tools are undoubtedly effective and valued by knowledge professionals: the company counts about 85% of the S&P 100 as customers and is trusted by J.P.Morgan, Microsoft, Credit Suisse and Google, among other major enterprises.
Having raised a large amount of funding over 2022 and 2023, AlphaSense has moved quickly to double down on its expansion in European markets, opening an office in Berlin to support this. With 2024 seeing investment from Singaporean EDBI, it has now set its sights on the Asia-Pacific region. As business intelligence will remain key for enterprises as they compete for market share, AlphaSense is well-placed for additional future growth.
Freddie
Company Specialist at Welcome to the Jungle
Insights
13% employee growth in 12 months
Company
Funding (last 2 of 11 rounds)
Jun 2024
$650m
LATE VC
Sep 2023
$150m
SERIES E
Total funding: $1.3bn
Company benefits
- Work from home opportunities
Company HQ
Union Square, New York, NY
Leadership
Jaakko Kokko
(Co-Founder & CEO)Co-founder of Silecs (materials used in the microelectronics industry).
Raj Neervannan
(Co-Founder & CTO)Experienced executive. Previously CTO at Mastek and ChoicePoint, and CEO at Framesoft. Has an MBA from Wharton.
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