Pre-Sales Consultant, Financial Services

Overview

As a Pre-Sales Consultant focused on Financial Services, you bridge AlphaSense capabilities with client workflows, running tailored evaluations to demonstrate value and drive revenue. You’ll partner with GTM teams, shape use cases, and engage investment professionals to translate needs into impactful demonstrations. Your insights help define future product directions and guide prospects from evaluation to close. This role combines domain expertise with product fluency in a fast-growing, entrepreneurial environment.

Responsibilities

• Partner with GTM teams to lead product evaluations and drive new business revenue
• Build and curate Financial Services use cases by uncovering clients’ workflows and pain points
• Engage investment professionals to understand challenges and establish credibility as domain/product expert
• Translate client feedback into product/content improvements and influence roadmap

Key requirements

• 2+ years in Financial Services or fintech/SaaS with exposure to Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds
• Executive presence and strong presentation skills to engage stakeholders at all levels
• Curiosity about Generative AI in Financial Services and knowledge of GenAI landscape
• Autonomy, ownership mindset, and ability to drive workflow transformation in large firms
• Consultative, articulate communication skills to explain complex issues simply
• Team player with ability to collaborate cross-functionally and influence GTM, Product, and Content teams

• Executive presence
• Consultative mindset
• Strong communication
• Generative AI in Financial Services
• Experience with product evaluations (workshops, whiteboard sessions, multi-call demos)
• Understanding of financial services workflows (Asset Management, Investment Banking, Private Equity/VC, Hedge Funds)

…