Customer Success Manager, Financial Services
The Customer Success Manager (CSM) at AlphaSense plays a pivotal role in ensuring clients within the financial services sector derive maximum value from the platform. This position involves close collaboration with Account Managers and the broader account management team to align strategies and goals, fostering strong client relationships and driving successful renewals. The CSM acts as a trusted partner and product expert, dedicated to helping clients make informed decisions through effective use of AlphaSense's AI-driven market intelligence platform.
Key responsibilities include engaging directly with investment professionals to understand their unique research workflows, challenges, and objectives. The CSM will conduct targeted discovery sessions to tailor the platform's capabilities to each client's specific needs, ensuring seamless onboarding and ongoing training. Monitoring client engagement through internal data tools is essential to identify opportunities for enhancing platform adoption and proactively addressing potential churn risks. Additionally, the CSM will collaborate with internal teams to translate client feedback into product and content enhancements, contributing to the platform's continuous improvement.
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 industry. A proven ability to build relationships, influence stakeholders, and drive measurable business outcomes is crucial. The role requires strong organizational and time-management skills, comfort in using data to inform decisions, and excellent communication abilities for effective cross-functional collaboration. A proactive, curious, and consultative approach is essential, along with the ability to be present in the London office as needed.
AlphaSense offers a competitive compensation package, including a base salary range of £80,000 to £95,000, performance-based bonuses, equity participation, and a comprehensive benefits program. The company is committed to providing professional development resources to support career growth and fosters a collaborative, high-energy work environment. Employees have the opportunity to make a measurable impact for some of the world's most influential companies.
Joining AlphaSense means becoming part of a dynamic team dedicated to empowering professionals with AI-driven market intelligence. The company values ambition balanced with humility, autonomy with teamwork, and offers mentorship and real ownership to support personal and professional evolution. With a culture that encourages continuous learning and innovation, AlphaSense provides a platform for individuals to thrive and contribute meaningfully to the organization's success.