alphasense
Customer Success Manager, Financial Services - Strategic
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.