Customer Success Manager, Financial Services - Strategic

5 hours agoSeniorSalary: 80K - 95KNew York, USA Hybrid Full Time Customer Support Jobs by Tribeca Venture Partners

Skills

Renewals Saas Customer Success Llm Stakeholder Management Api Financial Services Communication Data Analysis Onboarding Account Management Cross-Functional Collaboration

About the Role

You will act as the go-to account expert for a select group of Financial Service Strategic clients, building deep relationships across multiple business units and driving adoption of AlphaSense's platform. You'll lead sophisticated technical conversations covering APIs, LLMs, and integrations, positioning yourself as a trusted advisor rather than just a vendor contact. You'll take full ownership of virtual and in-person engagements, running executive workshops and onsite events with senior stakeholders. You'll design onboarding journeys and trial plans tailored to each client's biggest challenges, and work closely with Sales and Account Management to spot growth opportunities and secure renewals by clearly demonstrating ROI. You'll combine usage data with qualitative signals to get ahead of client needs, and you'll serve as the voice of the customer, translating feedback into insights for Product and Support teams.

Requirements

2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial services experience a plus)
Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes
Comfortable using data to inform decisions, with strong organizational and time-management skills
A proactive, curious, and consultative professional who thrives in fast-paced environments
Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment
Ability to be in the NYC office 1x per week

Responsibilities

Act as the account expert for a select group of Financial Service Strategic clients
Navigate and influence multiple business units to drive business outcomes and product adoption
Lead technical dialogues on APIs, LLMs, and integrations
Lead high-stakes executive workshops and onsite events with senior-level stakeholders
Architect onboarding journeys and trial success plans
Partner with Sales and Account Management to identify expansion opportunities and defend renewals
Synthesize usage metrics with qualitative signals to anticipate client needs
Distill client feedback and stakeholder dynamics into actionable insights for AM, Product and Support teams

Benefits

Performance-based bonus
Equity
Generous benefits program