Customer Success Manager, Financial Services

2 hours, 28 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 the wider GTM team to align account strategies and commercial goals.
  • Use internal data tools to monitor client engagement, identify adoption opportunities, and flag churn risk early.
  • Conduct discovery into client research workflows, pain points, and goals to build relevant Financial Services use cases.
  • Develop new and emerging use cases as AlphaSense’s capabilities evolve.
  • Build strong relationships with investment professionals across client organizations and deliver high-touch customer support.
  • Translate client feedback into internal product and content improvement requests.
  • Work closely with Product Management and Content teams to support the customer feedback loop and inform future product development.
  • Participate in product betas and customer evaluations such as workshops, whiteboard sessions, and multi-call demos.
  • Help drive product adoption, long-term value realization, and net retention across assigned accounts.

Requirements

  • 2+ years of experience in Financial Services or supporting Financial Services clients in a fintech/SaaS environment.
  • Experience in sales, client success, product, or another client-facing or investment role within Financial Services.
  • Exposure to workflows in at least one of the following: Asset Management, Investment Banking, Private Equity/Venture Capital, or Hedge Funds.
  • Demonstrated interest in generative AI and its application to Financial Services.
  • Knowledge of the competitive landscape for GenAI in Financial Services.
  • Strong executive presence and presentation skills with the ability to engage stakeholders at all levels.
  • Ability to explain technical solutions to business-oriented audiences and simplify complex issues.
  • Highly consultative, articulate, and client-centric approach.
  • Ability to work autonomously, manage time effectively, and prioritize tasks under pressure.
  • Strong written, oral, and presentation communication skills; high attention to detail and willingness to learn.
  • Experience working cross-functionally and influencing internal teams through client feedback.
  • Preferred: a proactive, entrepreneurial mindset with interest in continuous improvement and long-term client success.

Benefits

  • Equal-opportunity employer committed to an inclusive and respectful work environment.
  • Reasonable accommodations provided to qualified employees with protected disabilities, as required by law.
  • Security guidance and scam awareness support for candidates throughout the recruiting process.

Interested in this position?

Apply directly on the company website

Apply Now

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