Financial Data Application Specialist

The Financial Data Application Specialist at AlphaSense operates at the intersection of sales, customer success, and technical implementation, focusing on the company's financial data products. This role is integral to a new team dedicated to enhancing AlphaSense's market intelligence offerings, aiming to optimize go-to-market and product strategies through client interactions and feedback.

Key responsibilities include assisting the sales team with product demonstrations and strategic trials, conducting advanced training sessions, and providing product consultations to clients. The specialist is expected to build custom templates and modeling tools to drive product adoption, act as a subject matter expert by creating educational materials, and serve as an escalation point for product support, particularly concerning Excel Add-ins and integration challenges.

Candidates should possess a strong foundation in finance, evidenced by a bachelor's degree in Economics, Finance, or Accounting, or be working towards a CFA designation. Additionally, 2-4 years of relevant experience in equity research, investment management, private equity, accounting, or consulting is required. Proficiency in Excel is essential, with knowledge of VBA considered a plus. Excellent communication skills are necessary to effectively manage relationships with a diverse client base.

The position offers a base salary ranging from $90,000 to $115,000 annually, with potential for performance-based bonuses and equity. AlphaSense provides a comprehensive benefits program to support its employees.

AlphaSense fosters a dynamic and entrepreneurial team culture, encouraging innovation and collaboration. Employees have opportunities for professional growth and development, contributing to the company's mission of delivering AI-driven market intelligence to a diverse clientele.