Director, COSE Strategy & Planning

About AlphaSense:

The worlds most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research company filings event transcripts expert calls news trade journals and clients own research content.

The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together AlphaSense and Tegus will accelerate growth innovation and content expansion with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6000 enterprise customers including a majority of the S&P 500. Founded in 2011 AlphaSense is headquartered in New York City with more than 2000 employees across the globe and offices in the U.S. U.K. Finland India Singapore Canada and Ireland. Come join us!

About the Team:

• Enablement: supports our teams to do their best work through employee training communications and knowledge management
• Systems Strategy: supercharges workflow by leveraging technology and collaborating with Vendor and Product teams
• Strategy & Planning: steers the organization towards growth through quarterly / annual planning account strategy performance management and operational strategy initiatives
• Compliance Programs: leverages systems technology and data to support compliance teams and processes
• Business Operations & Strategy: identifies and executes top-line growth and bottom-line optimization initiatives

About the Role:

As the Director of Strategy & Planning you will report to the Senior Director of Content Operations Strategy & Enablement (COSE) and lead the Strategy & Planning team (Senior Manager Associate). You will manage the operational strategy and planning for our Expert Call Services Generated Content and Compliance Operations teams. You will also collaborate with our GTM teams on annual planning related to our call services business.

You will own the Expert Insights Operating Model build and maintain capacity models support data-driven decision-making and run key planning cycles. You will be a strategic partner to Operations Leadership ensuring clear communication alignment and cross-functional execution across Operations GTM Enablement Ops Systems Product and Finance.

This role is instrumental in driving productivity efficiency scalability and continuous improvement across a growing customer-facing organization. The ideal candidate is analytical self-driven collaborative and highly strategic.

Who You Are:

• 7 years of experience in consulting corporate strategy FP&A revenue operations strategic finance or a high-growth startup
• 3 years managing teams including experience building and maintaining team roadmaps
• Advanced Excel SQL proficiency
• Experience with BI tools (Tableau Looker PBI)
• Strong ability to model capacity forecast performance and quantify impact
• Quick adaptive learner with strong operational acumen and a bias for action
• Applies design thinking structured problem-solving and data-driven frameworks to create scalable systems and processes
• Proven ability to lead complex cross-functional initiatives and manage multiple priorities
• Experienced in process design and documentation best practices; Lean Six Sigma familiarity a plus
• Skilled at simplifying complexity driving clarity and aligning teams through change
• Strong communicator who influences at all levels and delivers executive-ready insights
• People-focused leader who develops talent builds high-performing teams and leads through others
• Balances strategic thinking with hands-on execution and operational excellence
• Curious articulate and adaptable; thrives in fast-paced ambiguous environments

What Youll Do:

Forecasting & Planning

• Maintain and build the annual plan including departmental output goals operational targets and staffing levels
• Own quarterly forecasting and goaling processes
• Monitor capacity and utilization to determine staffing needs and optimize resourcing
• Lead go-to-market planning with Revenue Operations and FP&A

Account Strategy & Planning

• Ensure teams operate at target staffing levels through capacity monitoring and strategic course correction
• Own the account segmentation framework
• Lead account balancing and territory planning initiatives

Performance Management & Incentive Structures

• Support goal-setting across all roles and teams
• Evaluate and calibrate KPIs to drive desired business outcomes
• Design and administer role-based incentive plans

Business Performance Measurement

• Work with department leaders to establish and maintain OKRs
• Build and maintain departmental reporting suite to understand performance to goal and quickly identify root causes of under of overperformance

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports inspires and respects all individuals. All employees share in the responsibility for fulfilling AlphaSenses commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race color sex (including pregnancy) national origin age religion marital status sexual orientation gender identity gender expression military or veteran status disability or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense including recruitment hiring training advancement and termination.

In addition it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws regulations and ordinances where a particular employee works.

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