Pre-Sales Consultant, Financial Services

Overview

As a Pre-Sales Consultant focused on Financial Services, you will partner with Account Executives to run tailored product evaluations and demonstrate value of AlphaSense’s platform. You will build industry-specific use cases, engage with investment professionals, and translate client feedback into product improvements. This role blends domain expertise with product storytelling to drive new revenue and shape future capabilities. You’ll work closely with Product Management and Content teams, contributing to betas and the feedback loop.

Responsibilities

• Partner with GTM teams to drive commercial outcomes and lead product evaluations
• Build and curate Financial Services use cases by discovering client workflows and pain points
• Maintain strong client relationships with investment professionals across financial institutions
• Translate client feedback into internal product and content enhancement requests

Key requirements

• 2+ years’ experience in Financial Services or supporting FS clients in a fintech/SaaS environment
• Interest in generative AI and its impact on the financial sector
• Executive presence and ability to present to stakeholders at all levels
• Autonomous, ownership-driven mindset and ability to drive workflow transformation
• Consultative, articulate communication and ability to distill complex issues for business audiences
• Team player with strong cross-functional collaboration
• Ability to distill client feedback for GTM, Product, and Content teams

• Executive presence
• Consultative communication
• Cross-functional collaboration
• GenAI in Financial Services
• SaaS/product evaluation demonstrations
• Domain knowledge in Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds

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