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 firm transforming decision-making with AI.
- Benefits: Competitive salary, diverse work culture, and opportunities for professional growth.
- Other info: Collaborative team environment with a focus on innovation and client success.
- Why this job: Be at the forefront of AI in finance, helping clients make smarter decisions.
- Qualifications: Fluent in German and English, with 2+ years in Financial Services or fintech.
The predicted salary is between 60000 - 80000 € 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 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 evaluations, whilst guiding prospects to successful outcomes.
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 Will 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 pain points 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.
What You Bring
- Business proficiency in both German and English.
- 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.
- 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.
Equal‑Opportunity Employment
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.
Pre-Sales Consultant, Financial Services ( German Speaking) employer: Tribeca Venture Partners
AlphaSense is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront. With a strong commitment to employee growth, team members have access to extensive training and development opportunities, particularly in the rapidly evolving field of AI-driven market intelligence. Located in New York City, employees benefit from a vibrant urban environment, while being part of a global team dedicated to empowering professionals in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Pre-Sales Consultant, Financial Services ( German Speaking)
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its products, especially how they relate to Financial Services. Show them you’re not just another candidate, but someone who truly gets their mission.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with their needs. Tailor your stories to highlight your problem-solving skills and how you can drive value for their clients.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you note. It shows your enthusiasm and keeps you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Pre-Sales Consultant, Financial Services ( German Speaking)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Pre-Sales Consultant in Financial Services. Highlight your relevant experience and skills, especially those that align with AI and financial workflows. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us your story! Share why you're passionate about the financial services sector and how your background makes you a perfect fit for this role. Don’t forget to mention your interest in AI and how it can transform the industry.
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled complex challenges in previous roles. We love candidates who can think critically and offer innovative solutions, especially in a fast-paced environment like financial services.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can ensure your application gets the attention it deserves. Plus, it’s the best way to stay updated on your application status!
How to prepare for a job interview at Tribeca Venture Partners
✨Know Your Financial Services Inside Out
Make sure you brush up on the latest trends and challenges in the Financial Services sector. Understand the specific workflows of Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds. This knowledge will help you engage with decision-makers and demonstrate your expertise during the interview.
✨Showcase Your AI Curiosity
Since the role involves AI-driven market intelligence, be prepared to discuss how AI can transform the Financial Services industry. Share your thoughts on generative AI and its potential applications. This will show your passion for the field and your ability to think critically about emerging technologies.
✨Practice Your Presentation Skills
As a Pre-Sales Consultant, you'll need to present complex information clearly. Practice explaining technical solutions in simple terms. You might even want to conduct mock demos or evaluations to get comfortable with different formats, like workshops or multi-call demos, which could come up in the interview.
✨Build Rapport and Be Consultative
During the interview, focus on building a connection with your interviewers. Use a consultative approach by asking insightful questions about their needs and challenges. This not only shows your interest but also demonstrates your ability to engage with clients effectively, which is crucial for this role.
