Customer Success Associate

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!

About the Role:

The Customer Success Associate role at Alpha Sense supports the day-to-day experience of our clients. CSAs help active users get value from the platform through support, training, and consistent engagement. You will guide new users through onboarding, help current users build productive habits, and surface early signs of low usage so the team can take action.

CSAs work closely with Account Managers, who own the commercial relationship with each account. Your focus is usage, engagement, and adoption, flexing to whatever the business needs. Because you speak with many types of users, you will also partner with Account Executives, our support team, and product teams to share insights that improve the client journey.

What You’ll Do:

Onboarding and Adoption:
Schedule and run 1:1 onboarding sessions for new users helping them integrate Alpha Sense into their workflow.

Warm Outreach and Email Engagement:
Reach out to low activity or dormant users through email and warm calling. Convert that outreach into live sessions that help drive adoption, uncover blockers, or surface license swap needs that support the commercial team.

Client Engagement:
Support client sessions across a variety of industries and user types. Join Account Managers on trainings, assist with onsite or virtual sessions, and help users apply Alpha Sense to their workflows, building trust through strong communication and a helpful approach - owning follow ups and next steps from those engagements. Customer Health:
Work with Customer Success Managers and Account Managers to keep accounts healthy. Deliver tailored training, share workflow tips, and provide ongoing product guidance that helps reduce risk and improve retention.

Growth Initiatives:
Assist sales teams by running product overview sessions for trials, joining demos when needed, and helping highlight the platform’s value to prospective users.

Market Insight Support:
Spot themes, trends, and relevant content during client interactions. Package and share these insights with Customer Success Managers, Account Managers, Account Executives, and product partners to strengthen their client knowledge and messaging.

Product Feedback:
Capture user feedback, track recurring pain points, and flag opportunities for improvement. Partner with internal teams to share clear, actionable insights.

Who You Are:

A client-facing professional with 1+ years of experience in high volume outreach or user support.

Comfortable speaking with a wide range of user types and guiding them through platform training; able to distill and explain complex issues in simple terms.

Strong at building rapport and keeping conversations clear and simple.

Energetic, curious and eager to learn new workflows and industry use cases on the job. Due to our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job!

Motivated, organised, and able to manage multiple tasks in a fast paced environment.

A strong communicator who works well in a team oriented setting.

Ability…