Customer Success Specialist, 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!

The Product Specialist role at AlphaSense lives at the intersection of sales, customer success, and technical support. Product Specialists are tasked with building relationships with prospective clients by providing support and deep technical knowledge to demonstrate the value of AlphaSense while helping to drive adoption.  Due to the extensive exposure that Product Specialists have with clients, they’re also in a prime location to partner with our sales and product teams in determining future product developments that will resonate with the market.

What You’ll Do

• Customer Support: Product Specialists field support calls, emails, and chats, locally resolving as much as possible. They will port tickets out to appropriate teams when needed and will retain their position as the customer’s point person through resolution.
• Customer Health: The team works hand in hand with account management, speaking with and visiting users to provide training, customizations, and product consultations.
• Growth Initiatives: Assist sales in product pitches and demos. The team also runs trial training calls, making the ability to overcome common objectives and communicate our value proposition essential to success.
• Content generation: Product Specialists identify content that our customers are likely to care about, and package it for distribution by sales and account management. This content should come in the form of timely searches/trends in the market that can be used for demos or email distribution.
• Product Direction: Because of our Product Specialists’ deep understanding of both our product and customers, they are in a position to field feedback and identify product opportunities, and relay that information across the organization (account management, account executives, product, management).

• A client-facing professional with a superior ability to develop rapport with new people, and to maintain relationships, combined with a positive and proactive personality.
• A skilled communicator who can engage at any level of an organization.
• An energetic and creative individual, possessing natural curiosity with the ability to learn quickly and adapt
• Eager to learn - Due to our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job!
• Able to distill and explain complex issues in simple terms.
• Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture.
• Strong time management and task prioritization skills.
• Financial Services experience is essential.