Financial Data Application Specialist, Corporate

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 Role:

The Financial Data Application Specialist role at AlphaSense lives at the intersection of sales customer success and technical implementation for AlphaSenses financial data products. This is a new team at AlphaSense supporting a strategic area of investment for the business so we are looking for entrepreneurial minded people that can use learnings from client discussions to help optimize both our go-to-market and product strategies. Specialists add value across our revenue organization by building relationships with prospects and clients providing deep technical knowledge to demonstrate the value of AlphaSenses financial data while helping to drive adoption. Due to the extensive exposure that Specialists have with clients theyre also in a prime location to partner with our sales product marketing and leadership teams in determining future product developments that will resonate with the market.

What Youll Do:

• Growth Initiatives: Assist sales in demos and strategic trials of AlphaSenses financial data solutions. The team also runs trial training calls making the ability to overcome common objections and communicate our value proposition essential to success.
• Customer Health: The team works hand in hand with account management speaking with and visiting users to provide advanced training customizations and product consultations. Specialists often drive adoption by building custom templates or other bespoke modeling tools for our customers.
• Subject Matter Expert: Specialists have expertise in quantitative analysis for investment and valuation decisions. They know the use cases that our customers are likely to care about and package it for utilization by sales and account management. This can come in the form of how-to videos enablement product marketing support articles and others that can be used for meetings or email distribution.
• Product Direction: Because of our Specialists deep understanding of both our financial data products and customers they are in a position to field feedback and identify product opportunities and relay that information across the organization (account management account executives product management).
• Consultative Support: Act as an escalation point for our product and support teams on difficult scenarios our customers may face with our solutions particularly when leveraging Excel Add-ins. Manage and resolve challenges related to the full integration of our modeling solutions into our clients workflows.
• Regional Agility: Comfortable working in a leaner EMEA team structure flexing across sales CS and product-support skillsets and adapting coverage as needed to collaborate effectively with our larger US-based Financial Data team.

Who You Are:

• A client-facing professional with a superior ability to develop rapport with new people and to maintain relationships combined with a positive and proactive personality.
• Someone who has worked with external stakeholders whether senior investment professionals corporate development and M&A teams investor relations corporate strategy or competitive intelligence functions and wants to spend their time client-facing and actively engaged with them.
• Someone who can speak the language of finance and knows how to analyze a companys financial data benchmark it against its peers and understand how professionals in these roles use quantitative tools to make decisions.
• Committed to becoming a SME for financial data across all industries personas and verticals.
• A passion for technology AI and the capital markets.
• Excellent in 360 degree communication and collaboration.
• Able to distill and explain complex issues in simple terms this is a teaching and enablement role helping clients learn to do things with our product rather than doing the work for them.
• Genuine interest to learn how the different tools weve built contribute to our clients processes to help identify when a particular client should be using them and to identify solutions that solve for a clients needs.
• Intrinsically motivated and a self-starter with the ability to stay energized in repetitive client conversations and contribute to a dynamic and entrepreneurial team culture.
• Strong time management organization and task prioritization skills with comfort juggling many moving pieces across a fast-moving high-growth team.
• An independent problem-solver making multiple efforts to solve problems on your own before escalating.
• Comfortable working in ambiguity and flexible enough to adapt as needed to drive customer happiness ideally with experience operating in a smaller high-growth team environment.
• Familiar with the institutional investor landscape financial markets and investment research or with the corporate finance landscape (corporate development M&A FP&A IR strategy) and the quantitative tools those teams rely on.

Minimum Qualifications

• A foundation in finance or corporate finance for example progress toward a CFA or a bachelors degree in Economics/Finance/Accounting OR equivalent hands-on exposure to financial analysis through a corporate development M&A investor relations corporate strategy or competitive intelligence function.
• 2-4 years of relevant experience in equity research investment management private equity accounting consulting corporate development/M&A investor relations or a comparable client- or stakeholder-facing role with a strong desire to move toward client-facing positions.
• Demonstrated ability to work with financial data in some form for example building or interpreting a comparable companys analysis benchmarking a company against its peers or understanding how you would approach that work. You do not need to have built three-statement models yourself but you must be able to speak the language of finance and do benchmarking.
• Strong Excel abilities (nice to have: familiarity with AI powered spreadsheet tools and/or experience leveraging generative AI tools within productivity software).
• Excellent communication skills as you must manage relationships with high-profile fund managers corporate finance leaders and junior analysts alike.

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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