Customer Success Manager, Financial Services - Strategic

Customer Success Manager, Financial Services - Strategic

New York, New York, United States

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 organization is dedicated to ensuring every client realizes the full value of their investment. The Strategic team specifically focuses on depth of engagement, account‑level influence, and sophisticated business partnership. We are looking for a CSM who thrives in high‑pressure environments and possesses the domain authority to lead open‑ended, tailored discussions across multiple business units. This CSM must be a commercial strategist capable of navigating complex stakeholder dynamics within a select group of 8‑12 Strategic accounts, ensuring Alpha Sense is not just a tool, but a mission‑critical component of the client’s technology stack.

• 2–4+ years of experience in Customer Success, Account Management, or a client‑facing SaaS role (financial services experience a plus).
• Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes.
• Comfortable using data to inform decisions, with strong organizational and time‑management skills.
• A proactive, curious, and consultative professional who thrives in fast‑paced environments and values collaboration.
• Excellent communication skills with a demonstrable track record for collaborating in a cross‑functional environment.
• Ability to be in our NYC office 1x per week.

• Deep‑Dive Engagement & Account Influence: Act as the “Account Expert” for a select group of Financial Service Strategic clients, navigating and influencing multiple business units to drive business outcomes and product adoption.
• Domain Expertise & Technical Leadership: Leverage technical authority to lead sophisticated dialogues (APIs, LLMs, integrations) that transform Alpha Sense from a software vendor into an embedded, mission‑critical business partner.
• Omni‑Channel Leadership: Exercise full autonomy in commanding virtual and in‑person rooms, leading high‑stakes executive workshops and onsite “Lunch & Learns” with senior‑level stakeholders.
• Strategic Onboarding & Trial Management: Architect onboarding journeys and trial success plans that build belief from day one by mapping product capabilities to the client’s most complex business challenges.
• Retention & Growth Partnership: Partner with Sales and Account Management as a commercial strategist to identify organic expansion opportunities and defend renewals by articulating account‑specific ROI.
• Data‑Driven Mindset: Proactively mitigate risk by synthesizing quantitative usage metrics with qualitative “human” signals, such as sentiment and organizational shifts, to anticipate needs before they appear in data.
• Voice of the Customer: Serve as a high‑level cross‑functional bridge, distilling complex client feedback and stakeholder dynamics into actionable insights for the AM, Product and Support teams.

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In…