Account Manager, Financial Services

Skills

About the Role

You will own long-term outcomes for a named book of high-value Financial Services customers, acting as the primary commercial and relationship owner responsible for renewals, customer health, adoption, and expansion. You will operate as a trusted advisor, engaging stakeholders from daily users to senior executives, and partner closely with Account Executives on expansion opportunities while retaining full accountability for retention and renewals. This is a high-growth, high-velocity role in a fast-paced, pressurized environment where you will need strong business judgment, comfort with ambiguity, and the ability to prioritize and move quickly while staying accountable.

Requirements

• Comfortable operating under pressure in a high-growth, fast-paced environment
• Commercially minded with understanding of renewal ownership and expansion motions
• Financial Services literate with ability to lead credible conversations with sophisticated stakeholders
• Fluent in SaaS including usage-based value, renewals, forecasting, and metrics-driven execution
• Structured and proactive with ability to anticipate risk and manage competing demands
• Strong communicator able to distill complex topics and move conversations toward decisions

Responsibilities

• Own renewals end-to-end, including strategy, forecasting, timing, and execution
• Identify risk early and drive mitigation plans decisively with internal partners
• Maintain accurate forecasts, disciplined account plans, and clear next steps
• Identify and drive expansion opportunities by building conviction around value and outcomes
• Partner with Account Executives to execute upsell motions within existing clients
• Increase adoption by aligning AlphaSense to real client workflows and priorities
• Ensure AlphaSense delivers sustained value throughout the customer lifecycle
• Lead focused, outcome-driven executive conversations and business reviews
• Build multi-threaded relationships across users, decision-makers, and sponsors
• Move quickly and stay aligned across Sales, Customer Success, Product, RevOps, and Support
• Maintain a high bar for CRM hygiene, forecasting accuracy, and follow-through
• Prioritize relentlessly across a demanding book of business

Benefits

• Performance-based bonus
• Equity
• Generous benefits program