Senior Customer Success Manager, Financial Services

About the role

The Senior Customer Success Manager will partner with financial services clients to drive product adoption and deliver ongoing value. You will work closely with account teams to ensure net retention by understanding client workflows and bridging the gap between platform capabilities and domain-specific needs. This role involves acting as a trusted partner and product expert to help investment professionals make faster, smarter decisions.

Responsibilities

• Partner with GTM teams to ensure continuous alignment of account strategies and goals.
• Leverage data-driven insights to monitor client engagement and identify opportunities for platform adoption.
• Conduct targeted discovery into client research workflows to help them effectively leverage the platform.
• Forge and maintain strong relationships with investment professionals at financial institutions.
• Translate client feedback and share product and content improvement requests internally.

Required skills

• Customer Success
• Investment Banking
• Capital Markets
• Client Relationship Management
• Data Analysis
• Presentation Skills

Nice to have

• Generative AI
• Consultative Selling

Qualifications

• 2+ years of front-office investment banking experience

About the Company

AlphaSense provides market intelligence and search built on AI to help companies remove uncertainty from decision-making. Trusted by over 6,000 enterprise customers, the company offers a platform that includes equity research, company filings, event transcripts, and expert calls.