Account Manager, Financial Services

About the role

We are looking for a high-impact Account Manager to develop and expand our most critical relationships within the Financial Services Strategics sector . In this role, you'll be expected to collaborate with a team of account executives and customer success managers to ensure clients are seeing long term success with our product and help expand our footprint within each client account. Operating as a trusted advisor, Account Managers engage stakeholders from daily users to senior executives within the world's most sophisticated investment banks, asset managers, and hedge funds. Success is measured by your ability to protect and expand revenue. You will carry targets tied to Gross Dollar Retention (GDR) and Net Dollar Retention (NDR). In addition to driving retention and growth, you will bring client insights back to product, marketing, and sales to influence company strategy and execution.

Responsibilities

• Customer Ownership & Retention
• Own renewals end-to-end, including strategy, forecasting, timing, and execution
• Identify risk early and drive mitigation plans decisively with internal partners
• Maintain accurate forecasts, disciplined account plans, and clear next steps
• Growth & Expansion
• Identify and drive expansion opportunities by building conviction around value and outcomes
• Partner with Account Executives to execute upsell motions within existing clients through sourcing pipeline
• Increase adoption by aligning AlphaSense to real client workflows and priorities
• Value Delivery & Executive Engagement
• Ensure AlphaSense delivers sustained value throughout the customer lifecycle
• Lead focused, outcome-driven executive conversations and business reviews
• Build multi-threaded relationships across users, decision-makers, and sponsors
• Internal Collaboration & Execution
• Move quickly and stay aligned across Sales, Customer Success, Product, RevOps, and Support
• Maintain a high bar for CRM hygiene, forecasting accuracy, and follow-through
• Prioritize relentlessly across a demanding book of business.

Requirements

• A subject matter expert: You excel at what you do and know how to succeed within your role -- this includes both internal and external relationship management as well as strong business acumen and commitment to effective processes and tactics.
• Business-Savvy Operator: You excel in both internal and external stakeholder management, bring strong business acumen, and execute with disciplined processes and tactics.
• Energetic and Adaptable: You are intellectually curious, quick to learn, and able to shift between technical deep dives and executive-level strategy discussions, tailoring messaging to diverse stakeholders.
• Results-Driven Owner: You demonstrate grit, initiative, accountability, and an ownership mindset for the health and growth of your portfolio.
• Exceptional Communicator: You can distill complex topics quickly and move conversations toward decisions in time-sensitive situations.

Benefits

Additional Information

About AlphaSense: The world's most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients' own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! Location: New York City preferred, also open to Boston or Chicago Reports to: Director, Account Management

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