Account Manager, Financial Services

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!

• Comfortable under pressure: You perform well in a high-growth environment where priorities shift and expectations are high. You take ownership and stay composed when things move fast.
• Commercially minded: You think in terms of outcomes and risk. You understand renewal ownership, expansion motions, and what it takes to protect recurring revenue.
• Financial Services literate: You have a solid understanding of how financial firms operate and can lead credible conversations with sophisticated stakeholders.
• Fluent in SaaS: You understand modern account management, including usage-based value, renewals, forecasting, and metrics-driven execution.
• Structured and proactive: You anticipate risk, manage competing demands, and operate with clarity and urgency.
• Strong communicator: You can distill complex topics quickly and move conversations toward decisions in time-sensitive situations.

• →Customer Ownership & Retention
  • →Own renewals end-to-end, including strategy, forecasting, timing, and execution
  • →Identify risk early and drive mitigation plans decisively with internal partners
  • →Maintain accurate forecasts, disciplined account plans, and clear next steps
• →Growth & Expansion
  • →Identify and drive expansion opportunities by building conviction around value and outcomes
  • →Partner with Account Executives to execute upsell motions within existing clients
  • →Increase adoption by aligning AlphaSense to real client workflows and priorities
• →Value Delivery & Executive Engagement
  • →Ensure AlphaSense delivers sustained value throughout the customer lifecycle
  • →Lead focused, outcome-driven executive conversations and business reviews
  • →Build multi-threaded relationships across users, decision-makers, and sponsors
• →Internal Collaboration & Execution
  • →Move quickly and stay aligned across Sales, Customer Success, Product, RevOps, and Support
  • →Maintain a high bar for CRM hygiene, forecasting accuracy, and follow-through
  • →Prioritize relentlessly across a demanding book of business.