Senior Customer Success Manager, Financial Services

Overview

As a Senior Customer Success Manager for Financial Services, you will drive product adoption and ongoing value for clients within asset management, investment banking, private equity, and hedge funds. You’ll partner with the broader account team to influence renewals and growth, and you will translate client needs into product and content improvements. You work closely with cross-functional teams to ensure a seamless, white-glove service that positions AlphaSense as a trusted partner. This is a chance to shape how AI-driven market intelligence supports top financial institutions at scale.

Responsibilities

• Collaborate with GTM teams to align account strategies and goals
• Use internal data tools to monitor engagement, uncover value, and drive platform adoption
• Develop and extend financial services use cases by discovering clients’ workflows and pain points
• Maintain strong client relationships with investment professionals, delivering white-glove service
• Contribute to product development by feeding back client insights and improvement requests

Key requirements

• Minimum 2 years of front-office investment banking experience across at least one product area (e.g., DCM, ECM, M&A, Leveraged Finance)
• Strong aptitude and willingness to learn
• Outstanding oral, written, and presentation skills
• Excellent time management, attention to detail, and prioritization under pressure
• Ability to work autonomously in a dynamic, entrepreneurial team culture
• Empathetic, curious, client-centric

• Client-centric mindset
• Proactive problem solver
• Collaborative and cross-functional teamwork
• Data-driven decision making
• Ability to translate client feedback into product/content recommendations
• Experience with internal data tools and dashboards

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