Senior Customer Success Manager, Financial Services

Role Overview

The Customer Success Manager will join a team of trusted partners to work closely with newly onboarded and existing clients to demonstrate the full value of AlphaSense’s platform, develop strong client engagement, drive successful renewals, and contribute to growth across dedicated accounts.

What You Will Do

As a Senior Customer Success Manager, you will engage directly with clients, develop a comprehensive understanding of their workflows, challenges, and goals, and bridge the gap between the powerful capabilities of AlphaSense’s technology and the domain-specific needs of financial professionals.

Why It Might Be a Fit

You will have a proven track record of working with Financial Services investors/clients to solve complex problems and be passionate about the application of AI to the industry.

Requirements

• Minimum 2 years of front-office investment banking experience across at least one product area, with a solid grounding in capital markets and client-facing deal execution.
• High aptitude and willingness to learn.
• Outstanding oral, written, and presentation skills.
• Effective attention to detail, time management, and task prioritization, even when under pressure.
• Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture.
• Empathetic, curious minded, client-centric

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• 401(k) or retirement plan
• Paid time off
• Paid holidays
• Flexible work arrangements
• Professional development opportunities
• Wellness programs