Customer Success Manager, AlphaSense
Financial Services
$80-92k
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
$80-92k
1+ day a week in office
1001+ employees
Company mission
AlphaSense's mission is to organize 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, or a client-facing SaaS role (financial services experience a plus)
- Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes
- Comfortable using data to inform decisions, with strong organizational and time-management skills
- A proactive, curious, and consultative professional who thrives in fast-paced environments and values collaboration
- Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment
- Ability to be in our NYC office 1x per week
What the job involves
- The Customer Success organization is composed of three teams: pre-sales, customer success, and support
- The CS org is dedicated to ensuring every client realizes the full value of their investment in our platform, working as an integrated partner to help clients achieve meaningful outcomes and embed AlphaSense into their everyday decision-making
- By blending industry knowledge, product expertise, and a deep understanding of client priorities, the team helps organizations uncover new use cases, accelerate adoption, and sustain long-term growth
- Their close engagement with clients also creates a powerful feedback loop—informing product innovation, shaping content strategy, and ensuring that the evolving needs of the financial services community are consistently reflected in how AlphaSense delivers value
- The Customer Success Manager (CSM) role at AlphaSense is central to ensuring our clients realize measurable outcomes from their investment in our platform
- CSMs partner with Account Managers to optimize the customer journey delivering value from the moment they join AlphaSense by focusing on strong product adoption and engagement
- You will proactively monitor usage, adoption, and account health, while aligning AlphaSense to client goals and embedding our platform into their day-to-day workflows
- Client Engagement: You will be on the front lines engaging with our end users through a variety of mediums, including virtual and in-person meetings, email, ‘warm’ calling direct lines, etc. - all with the end goal of delivering value through platform adoption + use case mapping
- Drive Adoption & Value: Monitor usage, deliver tailored strategies, and lead client sessions that unblock any barriers to feature adoption
- Onboarding & Ongoing Training: As an expert on the product, you will guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation, both virtually and in person
- Retention & Growth: Partner with sales and account management teams by strengthening adoption to support renewals, articulating AlphaSense’s differentiated and competitive value
- Data-Driven Mindset: Proactively leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen our customers’ ROI case for AlphaSense
- Voice of the Customer: Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams to clearly articulate what customers value most
- We do this by actively collecting client value stories and statements—whether on calls or in person—and use those insights to shape priorities, guide strategy, and ensure the customer voice is consistently represented across the 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 is now setting 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
(CEO)Co-founder of Silecs (materials used in the microelectronics industry).
Raj Neervannan
(CTO)Experienced executive. Previously CTO at Mastek and ChoicePoint, and CEO at Framesoft. Has an MBA from Wharton.
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