At a Glance
- Tasks: Engage with clients to showcase our AI-driven platform and drive new business revenue.
- Company: Join AlphaSense, a leading market intelligence company transforming decision-making.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on innovation and collaboration.
- Why this job: Be at the forefront of AI in finance and help clients make smarter decisions.
- Qualifications: 2+ years in Financial Services or fintech, with strong presentation and consultative skills.
The predicted salary is between 59400 - 72600 £ per year.
About AlphaSense: The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision‑making. With market intelligence and search built on proven AI, AlphaSense 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 AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI‑driven market intelligence. Together, AlphaSense 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, AlphaSense 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 Team: The Customer Success organisation 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. Due to their extensive exposure to clients, they are in a prime position to partner with our Product Management and Content teams to help determine future product developments, as well as playing a key role in product Betas and the customer feedback loop.
About the Role: 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 not only drive value to our clients, but also champion their perspective and play a critical role in defining future use cases in AlphaSense for key personas, including: Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.
What You’ll Do:
- Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with Account Executives to take ownership of and run seamless product evaluations in order to drive new business revenue growth.
- Build and Curate Financial Services Use Cases: Conduct targeted discovery into clients' unique research workflows and painpoints in order to help them effectively leverage AlphaSense for their bespoke use cases. Continue to seek out and develop new and emerging use cases with clients as AlphaSense’s capabilities evolve.
- Forge and Maintain Strong Client Relationships: Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges. Build strong rapport with prospects and establish yourself as a credible domain and product expert who is capable of partnering with them and driving value from evaluation inception through to close.
- Contribute to Product Development: Translate client feedback and proactively share product & content improvements/enhancement requests 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.
Financial Services Expertise: 2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, 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: A demonstrated interest in the transformative potential of AI for the financial sector, flexible problem‑solving skills and knowledge of the competitive landscape for GenAI in Financial Services.
Executive Presence & Strong Presentation Skills: A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business‑oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on‑site workshops, whiteboard sessions, multi‑call demos etc.
High‑Impact, Ownership Mindset: An exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world's biggest financial firms.
Consultative Approach: A highly articulate, consultative, and confident client‑facing professional with the ability to distill and explain complex issues in simple terms.
Team Player: Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.
Collaboration & Influence: Ability to work cross‑functionally and effectively distill client feedback to GTM, Product, and Content teams, in order to continually help influence and improve our capabilities/product offerings.
AlphaSense is an equal‑opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non‑merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.
Pre-Sales Consultant, Financial Services New London, Greater London, England, United Kingdom employer: AlphaSense, Inc.
AlphaSense is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration thrive. As a Pre-Sales Consultant in the Financial Services sector, you will have the opportunity to engage with top-tier clients, drive impactful solutions, and contribute to the evolution of AI-driven market intelligence. With a commitment to employee growth and a supportive environment, AlphaSense empowers its team members to excel and make meaningful contributions to the financial industry.
StudySmarter Expert Advice🤫
We think this is how you could land Pre-Sales Consultant, Financial Services New London, Greater London, England, United Kingdom
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AlphaSense, Inc.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pre-Sales Consultant, Financial Services New London, Greater London, England, United Kingdom
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AlphaSense, Inc..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AlphaSense, Inc.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AlphaSense, Inc.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AlphaSense, Inc..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AlphaSense, Inc. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AlphaSense, Inc. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
