Financial Data Application Specialist, Financial Services

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!

New York City (strongly preferred), Remote considered

Manager, Financial Data Application Specialists

The Financial Data Application Specialist role at Alpha Sense lives at the intersection of sales, customer success, and technical implementation for Alpha Sense’s financial data products. This is a new team supporting a strategic area of investment for the business, so we are looking for entrepreneurial‑minded people who can use learnings from client discussions to help optimize both our go‑to‑market and product strategies.

Specialists add value across our revenue organization by building relationships with prospects and clients, providing deep technical knowledge to demonstrate the value of Alpha Sense’s financial data while helping to drive adoption. Due to the extensive exposure that Specialists have with clients, they’re also in a prime location to partner with our sales, product, marketing and leadership teams in determining future product developments that will resonate with the market.

• Growth Initiatives:
  Assist sales in demos and strategic trials of Alpha Sense’s financial data solutions. The team also runs trial training calls, making the ability to overcome common objections and communicate our value proposition essential to success.
• Customer Health:
  Work hand in hand with account management, speaking with and visiting users to provide advanced training, customizations, and product consultations. Drive adoption by building custom templates or other bespoke modeling tools for customers.
• Subject Matter Expert:
  Apply quantitative analysis for investment and valuation decisions. Package use cases for sales and account management through how‑to videos, enablement, product marketing, support articles, and other materials used for meetings or email distribution.
• Product Direction:
  Use deep understanding of financial data products and customers to deliver feedback and identify product opportunities, relaying information across the organization.
• Support:
  Act as an escalation point for product and support teams on difficult scenarios customers may face, especially with Excel Add‑ins, managing and resolving integration challenges into client workflows.

• Client‑facing professional with a superior ability to develop rapport and maintain relationships, combined with a positive and proactive personality.
• Finance background wanting to spend time being client facing and engaged with senior investment professionals.
• Committed to becoming a SME for financial data across all industries, personas, and verticals.
• Passion for technology, AI, and the capital markets.
• Excellent in 360‑degree communication and collaboration.
• Ability to distill and explain complex issues in simple terms.
• Genuine interest in learning how the tools built contribute to client processes and identifying solutions for client needs.
• Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture.
• Strong time management and task prioritization…