Customer Success Manager, Financial Services - High Growth

About this role

<div class="content-intro"><h2><strong>About AlphaSense: </strong></h2> <p style="text-align: justify;"><span style="font-size: 12pt;">The world’s 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. </span></p> <p style="text-align: justify;"><span style="font-size: 12pt;">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 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!</span></p></div><h3><strong>About AlphaSense</strong></h3> <p>The world’s 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.</p> <p>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. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500.</p> <h3><strong>About The Team</strong></h3> <p>The Customer Success organization is dedicated to ensuring every client realizes the full value of their investment. The <strong>High Growth</strong> team specifically focuses on scale, strategy, and relentless execution. We are looking for a CSM who thrives in a structured environment, loves a good playbook, and possesses the "grit" to navigate a high-volume portfolio of ~50 accounts while maintaining high-touch quality and technical authority.</p> <h3><strong>Who You Are</strong></h3> <ul> <li><strong>2–4+ years of experience</strong> in Customer Success, Account Management, Consulting, or as a former Financial Services Analyst.</li> <li><strong>A "High-Growth" Mindset:</strong> You possess a "scratch and claw" mentality - unfazed by non-responsiveness, you use creative outreach and persistent follow-up to drive engagement.</li> <li><strong>The Master Storyteller:</strong> You connect dots across a wide array of audiences and tell compelling stories that unlock interest and drive measurable business outcomes.</li> <li><strong>Operational Pro:</strong> Exceptional ability to maintain high-touch quality across a large portfolio, balancing administrative excellence with high-energy client facing time.</li> <li><strong>Technical Curiosity:</strong> Comfortable leading technical discussions (APIs, LLMs) and translating them for non-technical senior executives.</li> <li><strong>Location:</strong> Ability to be in our NYC office at least 1x per week.</li> </ul> <h3><strong>What You’ll Do</strong></h3> <p><strong>Omni-Channel Client Engagement & Command</strong></p> <ul> <li><strong>The Face of AlphaSense:</strong> Engaging with clients is the core of this role. You will spend the majority of your time leading high-stakes interactions, whether virtually or in person, to drive platform stickiness.</li> <li><strong>High-Impact Onsites:</strong> Maintain full autonomy in leading multi-city onsite engagements. You will command the room during Lunch & Learns and intensive 1:1 sessions with stakeholders who are both senior decision-makers and power users.</li> <li><strong>Strategic Workshop Facilitation:</strong> Move beyond standard presentations to lead open-ended, strategic workshops tailored to specific business challenges. You will facilitate dialogues that transform AlphaSense from a "tool" into a mission-critical workflow partner.</li> </ul> <p><strong>Commercial Acumen & Growth Partnership</strong></p> <ul> <li><strong>Growth Catalyst:</strong> Act as a strategic partner to 2–3 Account Managers, proactively identifying sourced pipeline and organic upsell opportunities within your ~50-account portfolio.</li> <li><strong>Competitive Defense:</strong> Leverage deep domain expertise to navigate "competitor stacking." You will pivot conversations from "cost-saving" to "efficiency and ROI," ensuring AlphaSense remains the partner of choice.</li> </ul> <p><strong>Strategic Workflow & Technical Authority</strong></p> <ul> <li><strong>Persona Mastery:</strong>…