Customer Success Manager, Financial Services

3 hours, 1 minute ago
Full-time
Junior
Customer and Technical Support
Alphasense

Alphasense

Alphasense is a global leader in providing high-quality gas sensors and air quality monitors to industrial OEMs. With over 25 years of experience, the company offers a wide range of innovative gas sensor technologies for various applications, including...

Industrial Conglomerates
51-250
Founded 1996

Description

  • Partner with account managers and the broader GTM team to align account strategies and goals.
  • Use internal data tools to monitor client engagement, identify adoption opportunities, and flag churn risk early.
  • Conduct discovery into client research workflows and pain points to develop relevant use cases for AlphaSense.
  • Build and maintain strong relationships with investment professionals across levels and seniority.
  • Deliver white-glove client service and act as a trusted partner and product expert.
  • Translate client feedback into internal product and content improvement requests.
  • Collaborate cross-functionally with Product and Content teams to influence future enhancements and capabilities.
  • Support product betas and the customer feedback loop.
  • Help drive product adoption, renewals, and net retention across assigned accounts.

Requirements

  • 2+ years of experience in a Financial Services role or supporting Financial Services clients in a fintech/SaaS organization.
  • Exposure to workflows in at least one of the following: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
  • Minimum 2 years of work experience in a high-growth fintech/SaaS firm in sales, client success, product, or a related client-facing or investment role within Financial Services.
  • Strong interest in the potential of generative AI in Financial Services.
  • Knowledge of the competitive landscape for GenAI in Financial Services (preferred).
  • Proven executive presence and strong presentation skills, including comfort leading workshops, whiteboard sessions, and multi-call demos.
  • Highly articulate, consultative, and confident client-facing communication skills.
  • Ability to work autonomously, manage time effectively, and prioritize tasks under pressure.
  • Strong collaboration and influence skills with cross-functional partners.
  • High aptitude, willingness to learn, and a client-centric, empathetic mindset.

Interested in this position?

Apply directly on the company website

Apply Now

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