Account Manager, Financial Services

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!

Location: NYC Preferred Boston/Chicago/San Fransisco/Los Angeles Remote

This role sits on our Financial Services Account Management team where clients include Fortune 1000 firms and leading asset managers hedge funds and investment banks. Account Managers at AlphaSense own long-term outcomes for a named book of high-value Financial Services customers. They are the primary commercial and relationship owner responsible for renewals customer health adoption and expansion. They ensure AlphaSense is embedded in daily workflows and delivers measurable business impact.

Operating as a trusted advisor Account Managers engage stakeholders from daily users to senior executives and partner closely with Account Executives on expansion opportunities while retaining full accountability for retention and renewals.

This is a high-growth high-velocity role in a fast-paced pressurized environment. Success requires strong business judgment comfort with ambiguity clear ownership of outcomes and the ability to prioritize and move quickly while staying accountable.

Who You Are

• 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.

What Youll Do

• Customer Ownership & Retention
  • 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
• Growth & Expansion
  • 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
• Value Delivery & Executive Engagement
  • 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
• Internal Collaboration & Execution
  • 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.

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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