Pre-Sales Consultant, Financial Services

Overview

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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. Alpha Sense is headquartered in New York City with more than 2,000 employees across the globe.

Come join us!

The Customer Success organization is composed of three teams: pre-sales, customer success, and support. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue. They are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions.

Pre-Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high-impact evaluations. This role is specific to the Financial Services vertical, engaging with decision-makers and users to uncover use cases, run tailored demos, and guide prospects to successful outcomes. They may partner with Product Management and Content teams to help determine future product developments and participate in product Betas and customer feedback loops.

As a Pre-Sales Consultant focused on Financial Services, you will work as part of the sales cycle to bridge the capabilities of our technology with the domain-specific needs and workflows of our clients. You will drive value, champion client perspectives, and help define future use cases in Alpha Sense for key personas, including Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.

What You Will Do

• Partner with GTM Teams to Drive Commercial Outcomes:
  Collaborate with Account Executives to run seamless product evaluations and drive new business revenue growth.
• Build and Curate Financial Services Use Cases:
  Conduct targeted discovery into clients  unique research workflows and pain points to help them leverage Alpha Sense for bespoke use cases; develop new use cases as capabilities evolve.
• Forge and Maintain Strong Client Relationships:
  Engage with investment professionals at financial institutions to understand challenges and establish credibility as a domain and product expert.
• Contribute to Product Development:
  Translate client feedback and share product and content improvements internally.

Who You Are

You have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about the application of AI to the industry. You are a systems thinker with an ambition to continuously improve processes and a desire to contribute to a fast-growing, entrepreneurial team culture.

What You Bring

• Financial Services Expertise: 2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organization, with exposure to workflows in at least one of:
  Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
• Curiosity About Generative AI in Financial Services:
  Interest in the transformative potential of AI for the financial sector and knowledge of GenAI competitive landscape.
• Executive Presence & Strong Presentation
  
  Skills:
  
  Abi…