Customer Success Manager, Financial Services - High Growth

Skills

About the Role

You will be the face of AlphaSense, spending the majority of your time leading high-stakes client interactions—virtually or in person—to drive platform stickiness. You'll maintain full autonomy leading multi-city onsite engagements, commanding Lunch & Learns and intensive 1:1 sessions with senior decision-makers and power users. You'll move beyond standard presentations to facilitate open-ended strategic workshops that transform AlphaSense from a tool into a mission-critical workflow partner. You'll act as a strategic partner to 2–3 Account Managers, proactively identifying sourced pipeline and organic upsell opportunities within your ~50-account portfolio. You'll leverage deep domain expertise to navigate competitor stacking and pivot conversations from cost-saving to efficiency and ROI. You'll develop an obsessive understanding of user personas to overhaul workflows and embed the platform into daily habits, and independently lead sophisticated dialogues on MCP, APIs, and LLMs. You'll slice and dice large datasets to categorize your book of business into actionable cohorts, and distill winning playbooks to lead team-wide development sessions.

Requirements

• 2–4+ years of experience in Customer Success, Account Management, Consulting, or as a former Financial Services Analyst
• Ability to maintain high-touch quality across a large portfolio of ~50 accounts
• Comfortable leading technical discussions on APIs and LLMs
• Ability to be in the NYC office at least 1x per week

Responsibilities

• Lead high-stakes client interactions virtually or in person to drive platform stickiness
• Lead multi-city onsite engagements including Lunch & Learns and 1:1 sessions with senior stakeholders
• Facilitate open-ended strategic workshops tailored to specific business challenges
• Act as a strategic partner to 2–3 Account Managers identifying sourced pipeline and upsell opportunities
• Navigate competitor stacking and pivot conversations toward efficiency and ROI
• Develop understanding of user persona profiles to overhaul workflows
• Lead dialogues regarding MCP, APIs, and LLMs and translate them for end users
• Segment large datasets into actionable cohorts for the book of business
• Distill winning playbooks and lead team-wide development sessions

Benefits

• Performance-based bonus
• Equity
• Generous benefits program