Pre-Sales Consultant, Financial Services

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.

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.

A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences.

Competitive compensation and performance incentives.

Comprehensive health coverage.

The chance to join a collaborative, high-energy team making a measurable impact for some of the world’s most influential companies.

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

You may also be offered a performance-based bonus, equity, and a generous benefits program.

Base Compensation Range

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.

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:

The Customer Success organization 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.