alphasense

Customer Success Manager, Financial Services - Strategic

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At a Glance

Location
New York, United States
Experience
4+ years
Posted
2026-05-14T17:24:51-04:00

Key Requirements

Domain Knowledge

  • Finance
  • SaaS

Requirements

2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial services experience a plus).

Responsibilities

Deep-Dive Engagement & Account Influence:

Act as the "Account Expert" for a select group of Financial Service Strategic clients, navigating and influencing multiple business units to drive business outcomes and product adoption.

Domain Expertise & Technical Leadership:

Leverage technical authority to lead sophisticated dialogues (APIs, LLMs, integrations) that transform AlphaSense from a software vendor into an embedded, mission-critical business partner.

Omni-Channel Leadership:

Strategic Onboarding & Trial Management:

Team

The Customer Success organization is dedicated to ensuring every client realizes the full value of their investment. The Strategic team specifically focuses on depth of engagement, account-level influence, and sophisticated business partnership. We are looking for a CSM who thrives in high-pressure environments and possesses the domain authority to lead open-ended, tailored discussions across multiple business units. This CSM must be a commercial strategist capable of navigating complex stakeholder dynamics within a select group of 8-12 Strategic accounts, ensuring AlphaSense is not just a tool, but a mission-critical component of the client's technology stack.