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Customer Success Manager, Financial Services

2 hours ago
United Kingdom
Full-time
Junior
Customer Success Manager
Customer and Technical Support
Generative AI
Apply Now
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
View All Jobs 156

Description

  • Partner with account managers and GTM teams 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 and pain points to build and refine financial services use cases.
  • Develop new and emerging use cases with clients as AlphaSense’s capabilities evolve.
  • Build strong relationships with investment professionals across different seniority levels and financial institutions.
  • Deliver white-glove client service that builds trust and credibility as a trusted partner and product expert.
  • Translate client feedback into internal product and content improvement requests.
  • Work closely with Product Management and Content teams to influence future product development and participate in beta programs.
  • Engage directly with clients to understand workflows, challenges, and goals across asset management, investment banking, private equity/venture capital, and hedge funds.

Requirements

  • 2+ years of experience in Financial Services or supporting Financial Services clients in a fintech/SaaS organization.
  • 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.
  • Experience with workflows in at least one of the following: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
  • Demonstrated interest in generative AI and its potential impact on Financial Services.
  • Strong executive presence and presentation skills, including comfort leading workshops, whiteboard sessions, and multi-call demos.
  • Highly articulate, consultative client-facing communication skills with the ability to explain complex issues simply.
  • Ability to work autonomously, manage priorities, and operate effectively under pressure.
  • Strong cross-functional collaboration and stakeholder management skills.
  • High aptitude and willingness to learn, with attention to detail and time management.
  • Empathetic, curious, client-centric mindset with a proactive approach to continuous improvement.

Benefits

  • AlphaSense is an equal-opportunity employer committed to a respectful and inclusive work environment.
  • Reasonable accommodation is provided to qualified employees with protected disabilities, as required by applicable law.
  • Official recruiting communications come from an @alpha-sense.com email address to help protect candidates from scams.
  • Candidates can verify roles through AlphaSense’s Careers page if they have concerns about a posting or recruiter.

Interested in this position?

Apply directly on the company website

Apply Now

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