Account Manager, Financial Services

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 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.

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.

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
• 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;
• 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: 

• Forecast and 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 at-risk revenue in order to best position the company to prevent churn
• Collaborate with Account Executives to identify growth opportunities within the book of business
• Understand the ins and out of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively: 1) communicate with users, 2) communicate with decision makers, 3) identify white space, 4) partner with AE to craft 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.)