Account Manager, Financial Services
Listed on 2026-07-01
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Sales
Account Manager, Client Relationship Manager
Location: New York
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!
Location: New York City preferred, also open to Boston or Chicago
Reports to: Director, Account Management
About the Role:
We are looking for a high‑impact Account Manager to develop and expand our most critical relationships within the Financial Services Strategics sector
. In this role, you’ll be expected to collaborate with a team of account executives and customer success managers to ensure clients are seeing long‑term success with our product and help expand our footprint within each client account.
Operating as a trusted advisor, Account Managers engage stakeholders from daily users to senior executives within the world’s most sophisticated investment banks, asset managers, and hedge funds.
Success is measured by your ability to protect and expand revenue. You will carry targets tied to Gross Dollar Retention (GDR) and Net Dollar Retention (NDR). In addition to driving retention and growth, you will bring client insights back to product, marketing, and sales to influence company strategy and execution.
Who You Are:- Strategic Relationship Builder: Anchored by robust account planning and mapping, you excel at multi‑threading across complex organizations to turn daily users into lifelong brand champions. You build trust at every level—from hands‑on practitioners to C‑suite executives—and strategically deploy internal experts to ensure your users always win.
- A subject matter expert: You excel at what you do and know how to succeed within your role -- this includes both internal and external relationship management as well as strong business acumen and commitment to effective processes and tactics.
- Business‑Savvy Operator: You excel in both internal and external stakeholder management, bring strong business acumen, and execute with disciplined processes and tactics.
- Energetic and Adaptable: You are intellectually curious, quick to learn, and able to shift between technical deep dives and executive‑level strategy discussions, tailoring messaging to diverse stakeholders.
- Results‑Driven Owner: You demonstrate grit, initiative, accountability, and an ownership mindset for the health and growth of your portfolio.
- Exceptional Communicator: You can distill complex topics quickly and move conversations toward decisions in time‑sensitive situations.
What You’ll Do:
Customer Ownership & Retention
- Own renewals end-to-end, including strategy, forecasting, timing, and execution
- Identify risk early and drive mitigation plans decisively with internal partners
- Maintain accurate forecasts, disciplined account plans, and clear next steps
Growth & Expansion
- Identify and drive expansion opportunities by building conviction around value and outcomes
- Partner with Account Executives to execute upsell motions within existing clients through sourcing pipeline
- Increase adoption by aligning Alpha Sense to real client workflows and priorities
Value Delivery & Executive Engagement
- Ensure Alpha Sense delivers sustained value throughout the customer lifecycle
- Lead focused, outcome‑driven executive conversations and business reviews
- Build multi‑threaded…
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