Application Specialist, Financial Data

Overview

In this role, you drive adoption of AlphaSense’s financial data solutions by partnering with sales and customer success to demonstrate value and enable deeper client use. You’ll leverage your quantitative finance background to translate client needs into actionable product feedback and bespoke tooling. You’ll work across sales, product, and marketing to shape go-to-market and product directions, while supporting customers through complex integrations. This is a growth-minded, entrepreneurial function with high client exposure and cross-functional impact.

Responsibilities

• Support growth initiatives by assisting demos and strategic trials and conducting trial training to overcome objections and articulate value proposition
• Enhance customer health through advanced training, customization, and product consultations with account management and users
• Serve as a subject matter expert in quantitative analysis for investment decisions and package use cases for sales and enablement
• Provide product feedback and identify opportunities to improve the financial data products, liaising with account management, product, and leadership
• Act as an escalation point for product and support on complex scenarios, especially around Excel Add-ins and workflow integrations
• Operate in a lean, regional (EMEA) structure while collaborating with the broader US-based Financial Data team

Key requirements

• Strong foundation in Finance or a CFA trajectory, or a related bachelor’s degree in Economics/Finance/Accounting
• 2–4 years of relevant experience in equity research, investment management, private equity, accounting or consulting with client-facing interest
• Strong Excel abilities; VBA knowledge is a plus
• Excellent communication and relationship-management skills across high-profile fund managers and junior analysts
• Ambition to become a subject matter expert for financial data across industries and personas
• Comfort with ambiguity and strong time-management and prioritization skills
• Independent problem-solving mindset with proactive escalation when needed
• Familiarity with institutional investor landscape, financial markets, and investment research

• Client-facing
• Rapport-building
• Proactive communication
• Excel (advanced)
• VBA (nice to have)
• Financial modeling

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