At a Glance
- Tasks: Build strong relationships with financial clients and drive product adoption.
- Company: Join AlphaSense, a leader in AI-driven market intelligence.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on customer success.
- Why this job: Make a real impact by helping clients make smarter decisions.
- Qualifications: Strong relationship management skills and business acumen required.
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 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 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.
While key performance indicators include retention rate and the identification of growth opportunities, the responsibilities of Account Managers go much deeper. The team also extracts a wealth of knowledge from our clients, bringing that internally to product, marketing and sales teams in order to maximize the effectiveness of our business’ strategy and communication.
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: You’ll regularly be engaged with anyone from an Analyst to a C-level executive and that requires exceptional oral, written and presentation skills.
What You’ll Do:
- Maximize retention rate across the book of business.
- 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.
- Communicate with users and decision makers.
- Identify white space.
- 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.).
- Circulate internally to assist with product development, marketing, sales efforts.
- Allocate time effectively to work most closely with high and mid-touch accounts.
AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. 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. AlphaSense never asks candidates to pay for job applications, equipment, or training.
Customer Account Manager (Financial Services) in London employer: AlphaSense
AlphaSense is an exceptional employer for those looking to kickstart their careers in a dynamic and supportive environment. With a strong emphasis on professional growth, employees benefit from flexible remote work options and the chance to engage with industry experts, fostering both personal and career development. The collaborative culture encourages innovative thinking and adaptability, making it an ideal place for early-career professionals eager to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Account Manager (Financial Services) in London
✨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. 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 Customer Account Manager (Financial Services) in London
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.
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'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
✨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.
✨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 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 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.
