Customer Success Manager, Financial Services

2 hours, 24 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.
  • Monitor client engagement using internal data tools to identify adoption opportunities and early churn risk.
  • Discover client workflows and pain points to build and expand Financial Services use cases for AlphaSense.
  • Develop strong relationships with investment professionals across levels and seniority through white-glove client service.
  • Translate client feedback into product and content improvement requests for internal teams.
  • Collaborate with Product Management and Content teams to inform future product development and beta programs.
  • Support ongoing account growth, renewals, and net retention for dedicated Financial Services clients.
  • Conduct client evaluations, workshops, whiteboard sessions, and multi-call demos as needed.

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 a related client-facing or investment role.
  • Experience with at least one Financial Services workflow area: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
  • Demonstrated interest in generative AI and the competitive landscape for GenAI in Financial Services.
  • Strong executive presence and presentation skills for engaging stakeholders at all levels.
  • Ability to explain technical solutions to business-oriented audiences and distill complex issues clearly.
  • Comfort leading on-site workshops, whiteboard sessions, and multi-call demos.
  • High attention to detail, time management, and task prioritization under pressure.
  • Ability to work autonomously in a dynamic, entrepreneurial team culture.
  • High aptitude and willingness to learn.
  • Outstanding oral, written, and presentation skills.
  • Empathetic, curious, client-centric, and collaborative mindset.

Interested in this position?

Apply directly on the company website

Apply Now

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