Customer Success Manager, Financial Services
The Customer Success Manager (CSM) at AlphaSense plays a pivotal role in ensuring clients achieve measurable outcomes from their investment in the platform. Collaborating closely with Account Managers, the CSM focuses on optimizing the customer journey by driving strong product adoption and engagement. This position is integral to embedding AlphaSense into clients' daily workflows and aligning the platform's capabilities with their strategic goals.
Key responsibilities include engaging with end users through various channels such as virtual and in-person meetings, emails, and direct calls to promote platform adoption and map use cases. The CSM monitors usage patterns, develops tailored strategies, and leads client sessions to overcome any barriers to feature adoption. Additionally, the role involves guiding new clients through comprehensive onboarding and training processes to establish a solid foundation for success.
The ideal candidate possesses 2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role, preferably within the financial services sector. They should demonstrate a proven ability to build relationships, influence stakeholders, and drive measurable business outcomes. Strong organizational and time-management skills, coupled with a proactive and consultative approach, are essential. Excellent communication skills and a track record of cross-functional collaboration are also required.
AlphaSense offers a competitive base compensation range of $80,000 to $95,000 USD, with potential for performance-based bonuses and equity participation. The company provides comprehensive health, dental, and vision coverage, along with professional development resources to support career growth. Employees are expected to be present in the New York City office once per week, fostering a collaborative and dynamic work environment.
Joining AlphaSense means becoming part of a team dedicated to empowering professionals to make smarter business decisions through AI-driven market intelligence. The company values ambition balanced with humility, autonomy with teamwork, and provides mentorship and real ownership to support personal and professional evolution.