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AlphaSense · 3 hours ago

Account Manager, Financial Services

New York, New York, United States

Full-time

Onsite

Mid Level

$96K/yr - $118K/yr

AlphaSense is a leading provider of AI-driven market intelligence, helping sophisticated companies make informed decisions. The Account Manager, Financial Services will develop relationships with clients in the financial sector, manage retention and growth, and collaborate with account executives to identify new business opportunities.

AnalyticsArtificial Intelligence (AI)Machine LearningMarket ResearchSaaSSearch Engine

Comp. & Benefits

Responsibilities

Forecast and maximize retention rate across the book of business

Increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals

Identify at-risk revenue in order to best position the company to prevent churn

Collaborate with Account Executives to identify growth opportunities within the book of business

Understand the ins and out of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively: 1) communicate with users, 2) communicate with decision makers, 3) identify white space, 4) partner with AE to craft most compelling messaging to prospective users

Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor

Hold Business Reviews with key stakeholders

Plan and execute new user onboarding and training initiatives

Consistent proactive outreach with material and information that’s relevant for our user base

Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)

Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense

Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts

Qualification

Client relationship managementBusiness acumenSaaS knowledgeProactive outreachCommunication skillsTeam collaborationPresentation skillsAdaptability

Required

Strong ability to develop instant rapport with new people

Demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies

Strong business acumen and commitment to effective processes and tactics

Natural intellectual curiosity with the ability to learn and adapt quickly

Understanding of best practices for client engagement within a SaaS environment

Grit, work ethic, initiative, enthusiasm and commitment

Exceptional oral, written and presentation skills

Ability to distill and explain complex issues in simple terms

Experience in forecasting and maximizing retention rate across the book of business

Ability to increase and drive adoption of AlphaSense solutions into other business units of existing clients

Experience in identifying at-risk revenue to prevent churn

Ability to collaborate with Account Executives to identify growth opportunities

Understanding of the business, roles, responsibilities, projects, performance metrics, etc. within the client base

Ability to cultivate relationships with users and key stakeholders

Experience in holding Business Reviews with key stakeholders

Experience in planning and executing new user onboarding and training initiatives

Consistent proactive outreach with relevant material and information for the user base

Ability to serve as a physical presence within each client

Ability to advocate for AlphaSense to the client and the client advocate within AlphaSense

Experience in acquiring value stories and product feedback from clients

Benefits

Performance-based bonus

Equity

Generous benefits program

Company

AlphaSense

Glassdoor3.9

AlphaSense is a platform harnessing AI to deliver insights, helping professionals make informed, impactful decisions. It is a sub-organization of AlphaSense.

Founded in 2008