Customer Success Manager, Corporate
Listed on 2026-03-06
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Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM -
Business
Client Relationship Manager, Customer Success Mgr./ CSM
About Alpha Sense
The world’s most sophisticated companies rely on Alpha Sense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, Alpha Sense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.
The acquisition of Tegus by Alpha Sense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, Alpha Sense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500.
Founded in 2011, Alpha Sense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!
The Customer Success organisation is composed of four teams: pre-sales, customer success, account management and support. The CS org is dedicated to ensuring every client realises the full value of their investment in our platform, working as an integrated partner to help clients achieve meaningful outcomes and embed Alpha Sense into their everyday decision-making.
By blending industry knowledge, product expertise, and a deep understanding of client priorities, the team helps organisations uncover new use cases, accelerate adoption, and sustain long-term growth. Their close engagement with clients also creates a powerful feedback loop—informing product innovation, shaping content strategy, and ensuring that the evolving needs of the financial services community are consistently reflected in how Alpha Sense delivers value.
Aboutthe Role
The Customer Success Manager (CSM) role at Alpha Sense is central to ensuring our clients realise measurable outcomes from their investment in our platform. CSMs partner with Account Managers to optimise the customer journey delivering value from the moment they join Alpha Sense by focusing on strong product adoption and engagement. You will proactively monitor usage, adoption, and account health, while aligning Alpha Sense to client goals and embedding our platform into their day-to-day workflows.
WhatYou’ll Do
- Client Engagement: You will be on the front lines engaging with our end users through a variety of mediums, including virtual and in-person meetings, email, and direct lines, with the goal of delivering value through platform adoption and use case mapping.
- Drive Adoption & Value
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Monitor usage, deliver tailored strategies, and lead client sessions that unblock any barriers to feature adoption. - Onboarding & Ongoing Training
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As an expert on the product, you will guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation, both virtually and in person. - Retention & Growth
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Partner with sales and account management teams by strengthening adoption to support renewals, articulating Alpha Sense’s differentiated and competitive value. - Data-Driven Mindset
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Proactively leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen our customers’ ROI case for Alpha Sense. - Voice of the Customer
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Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams to clearly articulate what customers value most. We do this by actively collecting client value stories and statements—whether on calls or in person—and use those insights to shape priorities, guide strategy, and ensure the customer voice is consistently represented across the organisation.
You Are
- 2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial data experience a plus).
- Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes.
- Comfortable using data to inform…
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