Customer Success Manager, Financial Services

1 hour, 26 minutes 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 GTM teams to align account strategy and drive commercial outcomes.
  • Monitor client engagement using internal data tools to identify adoption opportunities and churn risk.
  • Conduct discovery into client workflows, pain points, and use cases to help them leverage AlphaSense effectively.
  • Build and expand financial services use cases as client needs and platform capabilities evolve.
  • Develop strong relationships with investment professionals across client organizations.
  • Deliver white-glove client support and serve as a trusted partner and product expert.
  • Translate client feedback into internal product, content, and enhancement requests.
  • Work cross-functionally with Product and Content teams to influence future product development.
  • Support product betas and the customer feedback loop.
  • Contribute to retention, net revenue retention, and long-term account growth.

Requirements

  • 2+ years of experience in Financial Services or supporting Financial Services clients in a fintech/SaaS environment.
  • Experience in or exposure to one or more of the following: Asset Management, Investment Banking, Private Equity/Venture Capital, or Hedge Funds.
  • Minimum 2 years of work experience in a high-growth fintech/SaaS firm in sales, client success, product, or another client-facing or investment role within Financial Services.
  • Demonstrated interest in generative AI and its application in Financial Services.
  • Knowledge of the competitive landscape for GenAI in Financial Services.
  • Strong executive presence and presentation skills, including comfort leading workshops, whiteboard sessions, and multi-call demos.
  • Ability to explain technical solutions and complex issues in simple, business-friendly terms.
  • Highly articulate, consultative, and confident client-facing communication style.
  • Strong time management, attention to detail, and task prioritization skills under pressure.
  • Ability and interest to work autonomously in a dynamic, entrepreneurial team culture.
  • High aptitude and willingness to learn.
  • Empathetic, curious-minded, client-centric, and proactive mindset.

Interested in this position?

Apply directly on the company website

Apply Now

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