Account Manager, Financial Services jobs in United States
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AlphaSense · 1 hour ago

Account Manager, Financial Services

AlphaSense is a market intelligence company that empowers professionals to make smarter decisions through AI-driven insights. The Account Manager role focuses on managing relationships with high-value Financial Services clients, ensuring customer retention and driving expansion opportunities.

AnalyticsArtificial Intelligence (AI)Machine LearningMarket ResearchSaaSSearch Engine
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Comp. & Benefits

Responsibilities

Own renewals end-to-end, including strategy, forecasting, timing, and execution
Identify risk early and drive mitigation plans decisively with internal partners
Maintain accurate forecasts, disciplined account plans, and clear next steps
Identify and drive expansion opportunities by building conviction around value and outcomes
Partner with Account Executives to execute upsell motions within existing clients
Increase adoption by aligning AlphaSense to real client workflows and priorities
Ensure AlphaSense delivers sustained value throughout the customer lifecycle
Lead focused, outcome-driven executive conversations and business reviews
Build multi-threaded relationships across users, decision-makers, and sponsors
Move quickly and stay aligned across Sales, Customer Success, Product, RevOps, and Support
Maintain a high bar for CRM hygiene, forecasting accuracy, and follow-through
Prioritize relentlessly across a demanding book of business

Qualification

Financial Services knowledgeSaaS understandingAccount managementCommercial acumenCustomer retentionProactive approachPrioritizeCommunication

Required

Comfortable under pressure: You perform well in a high-growth environment where priorities shift and expectations are high. You take ownership and stay composed when things move fast
Commercially minded: You think in terms of outcomes and risk. You understand renewal ownership, expansion motions, and what it takes to protect recurring revenue
Financial Services literate: You have a solid understanding of how financial firms operate and can lead credible conversations with sophisticated stakeholders
Fluent in SaaS: You understand modern account management, including usage-based value, renewals, forecasting, and metrics-driven execution
Structured and proactive: You anticipate risk, manage competing demands, and operate with clarity and urgency
Strong communicator: You can distill complex topics quickly and move conversations toward decisions in time-sensitive situations

Benefits

Competitive benefits program
Generous commission plan with uncapped earning potential
Equity

Company

AlphaSense

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

Funding

Current Stage
Late Stage
Total Funding
$1.42B
Key Investors
BondCapitalGBlackRock
2024-06-11Series F· $650M
2023-09-28Series E· $150M
2023-04-11Series D· $100M

Leadership Team

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Jack Kokko
CEO and Founder
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Joe Hill
CFO
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Company data provided by crunchbase