AlphaSense · 3 months ago
Pre-Sales Consultant, Financial Services
New York, New York, United States
Full-time
Onsite
Entry, Mid Level
$80K/yr - $92K/yr
2+ years expAlphaSense is a leading provider of AI-driven market intelligence, helping companies make informed decisions. The Pre-Sales Consultant will work closely with prospective clients in the Financial Services sector to demonstrate the platform's value and drive new revenue through tailored evaluations and strong client relationships.
AnalyticsArtificial Intelligence (AI)Machine LearningMarket ResearchSaaSSearch Engine
Responsibilities
Collaborate closely with Account Executives to take ownership of and run seamless product evaluations in order to drive new business revenue growth
Conduct targeted discovery into clients' unique research workflows and pain points in order to help them effectively leverage AlphaSense for their bespoke use cases
Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges
Translate client feedback and proactively share product & content improvements/enhancement requests internally
Qualification
Required
2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds
A demonstrated interest in the transformative potential of AI for the financial sector
Flexible problem-solving skills and knowledge of the competitive landscape for GenAI in Financial Services
A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences
Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos etc
An exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world's biggest financial firms
A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms
Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality
Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams
Preferred
Minimum 2 years of work experience in a high growth fintech/SaaS firm in one of sales, client success, product, or a related client-facing or investment role within the Financial Services industry
High aptitude and willingness to learn
Outstanding oral, written, and presentation skills
Effective attention to detail, time management, and task prioritization, even when under pressure
Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture
Benefits
Competitive compensation and performance incentives.
Comprehensive health coverage.
The chance to join a collaborative, high-energy team making a measurable impact for some of the world’s most influential companies.
You may also be offered a performance-based bonus, equity, and a generous benefits program.
Company
AlphaSense
AlphaSense is a platform harnessing AI to deliver insights, helping professionals make informed, impactful decisions. It is a sub-organization of AlphaSense.
1001-5000 employees
H1B Sponsorship
AlphaSense has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (1)
2023 (3)
2022 (3)
2021 (3)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$1.42BKey Investors
BondCapitalGBlackRock
2024-06-11Series F· $650M
2023-09-28Series E· $150M
2023-04-11Series D· $100M
Leadership Team
Jack Kokko
CEO and Founder
Joe Hill
CFO
Recent News
2026-01-21
Morningstar.com
2025-12-29
Company data provided by crunchbase