Customer Success Manager - Financial Services

5w1 month ago

AlphaSense

London, GB · Full-time · £65,000 – £85,000

About this role

AlphaSense is trusted by over 6,000 enterprise customers, including a majority of the S&P 500, to remove uncertainty from decision-making through AI-driven market intelligence. As a Customer Success Manager focused on Financial Services, you will play a critical role in driving product adoption and delivering ongoing value to clients across Asset Management, Investment Banking, Private Equity/Venture Capital, and Hedge Funds.

You will engage directly with clients to develop a comprehensive understanding of their workflows, challenges, and goals, bridging the gap between our powerful technology and domain-specific needs. You will leverage internal data tools to monitor client engagement, identify opportunities to showcase value, and strengthen platform adoption while detecting early signs of churn risk.

You will join a team of trusted partners alongside your Account Manager, working closely with newly onboarded and existing clients to demonstrate the full value of our platform. Customer Success Managers combine deep product knowledge, industry experience, and the ability to build strong client relationships to ensure each interaction is meaningful and impactful.

As the Voice of the Customer, you will work closely with Product Management and Content teams to help determine future product developments and play a key role in product Betas and the customer feedback loop. This role offers the opportunity to contribute to growth across dedicated accounts and positively impact net retention.

Requirements

Proven ability to build strong client relationships and ensure each client interaction is both meaningful and impactful.
Deep product knowledge and industry experience within Financial Services, including Asset Management, Investment Banking, Private Equity/Venture Capital, or Hedge Funds.
Natural problem-solving skills and the ability to act as a storyteller and product expert.
Experience driving product adoption and delivering ongoing value to clients in a Customer Success or similar role.
Ability to develop a comprehensive understanding of clients' workflows, challenges, and goals.
Strong collaboration skills to work closely with Account Managers and wider account teams.
Data-driven mindset with experience using internal data tools to monitor engagement and identify growth opportunities.

Responsibilities

Partner with GTM teams to drive commercial outcomes, collaborating closely with your Account Manager and the wider account management team to ensure continuous alignment of account strategies and goals.
Lever age data-driven insights using internal data tools to monitor client engagement, identify opportunities to showcase value, and strengthen platform adoption.
Proactively seek growth opportunities while detecting early signs of churn risk to support retention and long-term account success.
Build and curate Financial Services use cases by conducting targeted discovery into clients' unique research workflows and painpoints.
Help clients effectively leverage AlphaSense for their bespoke use cases and continue to seek out new and emerging use cases as capabilities evolve.
Serve as the Voice of the Customer, working closely with Product Management and Content teams to help determine future product developments.
Play a key role in product Betas and the customer feedback loop.

Benefits

Opportunity to work with a majority of the S&P 500 as clients.
Be part of a team that combines deep product knowledge and industry experience.
Play a key role in shaping future product developments through direct customer feedback.
Work in a global company with offices across the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.