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AlphaSense · 3 months ago

Customer Success Manager, Financial Services

New York, New York, United States

Full-time

Onsite

Entry, Mid Level

$80K/yr - $92K/yr

2+ years exp

AlphaSense is a leading market intelligence platform that helps companies make informed decisions using AI-driven insights. The Customer Success Manager (CSM) is responsible for ensuring clients realize measurable outcomes from their investment, driving product adoption, and fostering strong client relationships through engagement and training.

AnalyticsArtificial Intelligence (AI)Machine LearningMarket ResearchSaaSSearch Engine

Comp. & Benefits

Responsibilities

Client Engagement: You will be on the front lines engaging with our end users through a variety of mediums, including virtual and in-person meetings, email, ‘warm’ calling direct lines, etc. - all with the end goal of delivering value through platform adoption + use case mapping

Drive Adoption & Value: Monitor usage, deliver tailored strategies, and lead client sessions that unblock any barriers to feature adoption

Onboarding & Ongoing Training: As an expert on the product, you will guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation, both virtually and in person

Retention & Growth: Partner with sales and account management teams by strengthening adoption to support renewals, articulating AlphaSense’s differentiated and competitive value

Data-Driven Mindset: Proactively leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen our customers’ ROI case for AlphaSense

Voice of the Customer: Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams to clearly articulate what customers value most. We do this by actively collecting client value stories and statements—whether on calls or in person—and use those insights to shape priorities, guide strategy, and ensure the customer voice is consistently represented across the organization

Qualification

Customer Success ManagementData-Driven MindsetSaaS ExperienceFinancial Services KnowledgeProactive ApproachCommunicationRelationship BuildingOrganizational SkillsTime ManagementCollaboration

Required

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 and values collaboration

Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment

Ability to be in our NYC office 1x per week

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

New York, New York, USA

1001-5000 employees