Account Manager, Financial Services

Overview

In this role, you will serve as the primary liaison for financial services clients, driving retention and expanding adoption across their organizations. You’ll partner with Account Executives to uncover growth opportunities and act as a trusted business partner to Fortune 1000 clients and leading financial institutions. You’ll gather client feedback to influence product and marketing strategies, while maintaining proactive engagement and strong cross-functional collaboration. This is a chance to shape high-value client relationships in a fast-growing SaaS environment, powered by AI-driven insights.

Responsibilities

• Maximize retention across the book of business
• Drive adoption of AlphaSense solutions across client units to uncover new revenue
• Identify revenue at risk to prevent churn and forecast retention rates
• Collaborate with Account Executives to identify and pursue growth opportunities
• Understand client organizations to tailor messaging and identify white space
• Cultivate relationships with users and stakeholders to position AlphaSense as a strategic partner
• Hold business reviews with key stakeholders
• Plan and execute onboarding and training for new users
• Proactive, relevant outreach to the user base
• Represent AlphaSense on the ground within client sites and events
• Advocate for clients within AlphaSense and provide product feedback for development and marketing
• Allocate time to high- and mid-touch accounts

Key requirements

• Relationship-driven with experience managing Fortune 1000 clients or financial services clients
• Subject matter expert with strong business acumen and process discipline
• Energetic, creative, and quick learner with SaaS and AI exposure
• Strong communication skills across verbal, written, and presentation contexts
• Ability to work with diverse stakeholders from analysts to C-level executives
• Committed to delivering results and driving growth within existing accounts

• Relational mindset
• Strong communication
• Curiosity and adaptability
• Proactive problem-solving
• Cross-functional collaboration

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