Customer Success Manager, Financial Services

13 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 strategies and drive commercial outcomes.
  • Use internal data tools to monitor client engagement, identify value opportunities, and surface churn risk early.
  • Conduct discovery into client workflows and pain points to build and curate financial services use cases.
  • Develop new and emerging use cases with clients as the platform evolves.
  • Build and maintain strong relationships with investment professionals across financial institutions.
  • Deliver white-glove client service and act as a trusted product expert and partner.
  • Translate client feedback into product and content improvement requests for internal teams.
  • Collaborate with Product, Content, and GTM teams to influence future product development and capabilities.

Requirements

  • 2+ years of experience in a Financial Services role or supporting Financial Services clients in a fintech/SaaS organization.
  • Experience working with 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.
  • Demonstrated interest in generative AI and its application in Financial Services.
  • Strong executive presence and presentation skills, including comfort leading workshops, whiteboard sessions, and multi-call demos.
  • Ability to explain technical solutions to business-oriented audiences in clear, simple terms.
  • Ability to work autonomously, manage time effectively, and prioritize tasks under pressure.
  • Outstanding oral, written, and presentation skills.
  • High aptitude and willingness to learn.
  • Empathetic, curious, client-centric, and collaborative mindset.

Interested in this position?

Apply directly on the company website

Apply Now

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