CSM Manager, Financial Services

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!

The Role

Were looking for a Manager Customer Successto lead develop and inspire a team of client-facing product experts who help our customers get maximum value from AlphaSense.

As a leader in our Customer Success organization youll partner closely with Account Executives (pre-sales) and Account Managers (post-sales) to ensure our CSMs are delivering exceptional engagements - from high-impact demos that win new business to adoption campaigns that drive long-term success.

Youll set strategy coach for performance and ensure we have the right coverage and resources in place to support our most important accounts across the financial services markets.

Who You Are

• 5 years in a client-facing SaaS role (Customer Success Sales Engineering Product Specialist or similar).
  
  
• 2 years leading high-performing teams.
  
  
• Deep understanding of financial services workflows; expertise in investment banking private equity and hedge funds is a plus.
  
  
• Exceptional communicator with strong presentation skills and the ability to tailor narratives to senior stakeholders.
  
  
• Data-driven decision-maker who uses metrics and insights to prioritize and measure success.
  
  
• Thrives in a fast-paced high-growth environment and enjoys building for scale.

What Youll Do

• Lead & Develop a High-Impact Team: Manage a group of approximately 10 Customer Success Managers ensuring they have the skills tools and confidence to excel in both pre- and post-sales engagements.
  
  
• Drive Client Value: Ensure CSM-led engagements from product demos to adoption campaigns are persona-specific data-driven and tied to measurable outcomes.
  
  
• Strategic Account Coverage: Partner with sales leadership to prioritize accounts align team resources and ensure were driving impact where it matters most.
  
  
• Operational Excellence: Build scalable playbooks demo flows and talk tracks for key personas leveraging product usage data and GenAI adoption insights.
  
  
• Cross-Functional Collaboration: Work with Enablement Marketing and Product teams to align messaging share customer feedback and roll out new initiatives.
  
  

What We Offer

• Competitive compensation and performance incentives.
  
  
• Comprehensive health dental and vision coverage.
  
  
• Professional development resources to support your career growth.
  
  
• The chance to join a collaborative high-energy team making a measurable impact for some of the worlds most influential companies.

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.

Recruiting Scams and Fraud

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