At a Glance
- Tasks: Build strong relationships with financial clients and drive product adoption.
- Company: Join AlphaSense, a leading AI-driven market intelligence platform.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on collaboration and personal development.
- Why this job: Make an impact in the financial sector while working with innovative technology.
- Qualifications: Strong relationship management skills and a passion for client success.
The predicted salary is between 50000 - 65000 £ 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.
About the Team: The Customer Success team is composed of our Product Specialist group, a team of highly trained product experts as well as our Account Managers, who provide strategic guidance to our robust book of business, spanning from Fortune 1000 businesses to some of the largest financial institutions in the world. First and foremost, the Customer Success team are value added partners to our clients. We are extremely consultative in our approach and will do everything we can to solve for client challenges through our product. We spend our waking hours obsessing over our customers and making sure they have the right data at their fingertips to make the best decision possible. We are responsible for retaining our customers, maximizing usage of the product and partnering with the sales team to uncover opportunities to grow our business.
About the Role: The Account Manager, Financial Services is responsible for developing three–dimensional relationships with customers and key stakeholders in order to effectively retain and grow our customer base. In this role, you will serve as our Financial clients’ main point of contact for inbound queries, outbound engagement, relationship updates, and renewal discussions. You’ll need to be versatile. You will work with a variety of clients from Hedge Funds, Asset Managers, Investment Banks to Private Equity and more. In this role, you’ll be expected to collaborate with account executives, identifying new business opportunities to help expand our footprint within each client account.
Who You Are:
- Relationship–driven: You have a strong ability to develop instant rapport with new people and you’ve demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies.
- 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.
- Energetic and Creative: You possess a natural intellectual curiosity with the ability to learn and adapt quickly.
- You understand our business: We are a rapidly growing SaaS company and are incredibly passionate about our product. We are looking for individuals who understand best practices for client engagement within a SaaS environment; preferably with exposure to AI and/or research‒based products.
- Committed to delivering results: You set the example for grit, work ethic, initiative, enthusiasm and commitment amongst your peers.
- A strong communicator: You’ll regularly be engaged with anyone from an Analyst to a C‑level executive and that requires exceptional oral, written and presentation skills. You’ll need to distill and explain complex issues in simple terms.
What You’ll Do:
- Maximize retention rate across the book of business.
- You’ll increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals.
- Identify revenue at risk in order to best position the company to prevent churn.
- Forecast retention rates.
- Collaborate with Account Executives to identify growth opportunities within the book of business.
- Understand the ins and outs of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively communicate with users, decision makers, identify white space, and partner with AE to craft the most compelling messaging to prospective users.
- Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor.
- Hold Business Reviews with key stakeholders.
- Plan and execute new user onboarding and training initiatives.
- Consistent proactive outreach with material and information that’s relevant for our user base.
- Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.).
- Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense.
- Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts.
- Allocate time effectively to work most closely with high and mid‑touch accounts.
Equal Opportunity Statement: 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.
Recruiting Scams and Fraud: We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: AlphaSense never asks candidates to pay for job applications, equipment, or training. All official communications will come from an @alpha-sense.com email address. If you’re unsure about a job posting or recruiter, verify it on our Careers page. If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.
Account Manager (Financial Services) employer: AlphaSense
AlphaSense is an exceptional employer that fosters a dynamic and inclusive work culture, where employees are empowered to thrive in their roles. With a strong focus on professional growth, the company offers extensive training and development opportunities, particularly for those in the Account Manager position within the Financial Services sector. Located in the vibrant city of New York, employees benefit from a collaborative environment that values innovation and client success, making it a rewarding place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager (Financial Services)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, webinars, or even local meetups. The more you engage, the better your chances of landing that Account Manager role at AlphaSense.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your knowledge of SaaS and AI-driven products. They want someone who understands their business inside and out, so let your passion shine through!
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to AlphaSense or other companies you’re interested in. Express your enthusiasm for their mission and how you can contribute to their success as an Account Manager.
✨Tip Number 4
Prepare for those interviews! Research AlphaSense thoroughly and come armed with questions that show you’re genuinely interested in their clients and products. This will help you stand out as a candidate who’s ready to hit the ground running.
We think you need these skills to ace Account Manager (Financial Services)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Account Manager role. Highlight your experience in financial services and how it aligns with our mission at AlphaSense. We want to see how you can add value to our team!
Showcase Your Relationship Skills:Since this role is all about building relationships, share examples of how you've successfully managed client accounts in the past. We love seeing candidates who can demonstrate their ability to connect with clients and stakeholders.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate candidates who can communicate complex ideas simply, just like we do with our clients!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way to ensure it gets into the right hands. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at AlphaSense
✨Know Your Stuff
Make sure you understand AlphaSense's products and how they fit into the financial services landscape. Brush up on AI-driven market intelligence and be ready to discuss how these tools can help clients make smarter decisions.
✨Build Rapport
As an Account Manager, relationship-building is key. Practice your interpersonal skills before the interview. Think of examples where you've successfully managed client relationships, especially in a consultative role, and be prepared to share them.
✨Show Your Curiosity
AlphaSense values energetic and creative individuals. Prepare questions that show your interest in the company’s growth and innovation. Ask about their recent acquisition of Tegus and how it impacts their strategy moving forward.
✨Communicate Clearly
You’ll need to distil complex information into simple terms. During the interview, practice explaining a complicated concept related to financial services or AI in a straightforward way. This will demonstrate your strong communication skills.
