CSM Manager, Financial Services

Описание вакансии

About AlphaSense:

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.

The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

The Role

We’re looking for a Manager, Customer Success to lead, develop, and inspire a team of client-facing product experts who help our customers get maximum value from AlphaSense.

As a leader in our Customer Success organization, you’ll partner closely with Account Executives (pre-sales) and Account Managers (post-sales) to ensure our CSMs are delivering exceptional engagements - from high-impact demos that win new business to adoption campaigns that drive long-term success.

You’ll set strategy, coach for performance, and ensure we have the right coverage and resources in place to support our most important accounts across the financial services markets.

Who You Are

• 5+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar).
• 2+ years leading high-performing teams.
• Deep understanding of financial services workflows; expertise in investment banking, private equity, and hedge funds is a plus.
• Exceptional communicator with strong presentation skills and the ability to tailor narratives to senior stakeholders.
• Data-driven decision-maker who uses metrics and insights to prioritize and measure success.
• Thrives in a fast-paced, high-growth environment and enjoys building for scale.

What You’ll Do

• Lead & Develop a High-Impact Team: Manage a group of approximately 10 Customer Success Managers, ensuring they have the skills, tools, and confidence to excel in both pre- and post-sales engagements.
• Drive Client Value: Ensure CSM-led engagements from product demos to adoption campaigns are persona-specific, data-driven, and tied to measurable outcomes.
• Strategic Account Coverage: Partner with sales leadership to prioritize accounts, align team resources, and ensure we’re driving impact where it matters most.
• Operational Excellence: Build scalable playbooks, demo flows, and talk tracks for key personas, leveraging product usage data and GenAI adoption insights.
• Cross-Functional Collaboration: Work with Enablement, Marketing, and Product teams to align messaging, share customer feedback, and roll out new initiatives.

What We Offer

• Competitive compensation and performance incentives.
• Comprehensive health, dental, and vision coverage.
• Professional development resources to support your career growth.
• The chance to join a collaborative, high-energy team making a measurable impact for some of the world’s most influential companies.

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

• AlphaSense never asks candidates to pay for job applications, equipment, or training.
• All official communications will come from an @alpha-sense.com email address.
• If you’re unsure about a job posting or recruiter, verify it on our Careers page.

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.