Customer Success Manager, Financial Services

Overview

In this role you drive product adoption and ongoing value for financial services clients, collaborating with account teams to secure renewals and growth. You will map client workflows, translate needs into platform value, and serve as a trusted partner and product expert. You’ll influence product development through client feedback while guiding cross-functional teams to address client challenges. This is a fast-growing, entrepreneurial environment where you shape how financial professionals leverage AlphaSense to make smarter decisions.

Responsibilities

• Partner with GTM teams to align account strategies and goals
• Use internal data tools to monitor client engagement, identify value opportunities, and flag churn risks
• Build and curate financial services use cases by discovering clients’ workflows and pain points
• Maintain strong client relationships with white-glove service and trusted partnership
• Contribute to product development by sharing client feedback and improvement requests

Key requirements

• 2+ years’ experience in Financial Services or fintech/SaaS with exposure to Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds
• Interest in Generative AI applications in Financial Services
• Executive presence and strong presentation skills; ability to explain solutions to business audiences
• High-impact, autonomous, ownership mindset; drive workflow transformation
• Consultative, articulate communication and client-facing professionalism
• Team player with strong cross-functional collaboration and stakeholder relationship skills
• Proactive mindset and commitment to continuous improvement

• client-centric
• problem solver
• strong communication
• cross-functional collaboration
• GenAI in Financial Services
• data-driven insights and analytics (internal data tools)

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