Customer Success Manager, Financial Services - High Growth

AlphaSense is a market intelligence company that provides insights to help companies make informed decisions. They are seeking a Customer Success Manager to engage with clients, drive platform stickiness, and facilitate strategic workshops while managing a portfolio of approximately 50 accounts.

Responsibilities:

• Engaging with clients is the core of this role. You will spend the majority of your time leading high-stakes interactions, whether virtually or in person, to drive platform stickiness
• Maintain full autonomy in leading multi-city onsite engagements. You will command the room during Lunch & Learns and intensive 1:1 sessions with stakeholders who are both senior decision-makers and power users
• Move beyond standard presentations to lead open-ended, strategic workshops tailored to specific business challenges. You will facilitate dialogues that transform AlphaSense from a "tool" into a mission-critical workflow partner
• Act as a strategic partner to 2–3 Account Managers, proactively identifying sourced pipeline and organic upsell opportunities within your ~50-account portfolio
• Leverage deep domain expertise to navigate "competitor stacking." You will pivot conversations from "cost-saving" to "efficiency and ROI," ensuring AlphaSense remains the partner of choice
• Develop an obsessive understanding of user persona profiles to overhaul workflows and embed our platform into the daily habits of financial professionals
• Independently lead sophisticated dialogues regarding MCP, APIs, and LLMs, translating complex tech into actionable improvements for end users
• "Slice and dice" large datasets to categorize your book of business into actionable cohorts, moving seamlessly from data insights to autonomous action
• Distill winning playbooks from your high-volume experience to lead team-wide development sessions, raising the performance bar for the entire CS organization

Requirements:

• 2–4+ years of experience in Customer Success, Account Management, Consulting, or as a former Financial Services Analyst
• A 'High-Growth' Mindset: You possess a 'scratch and claw' mentality - unfazed by non-responsiveness, you use creative outreach and persistent follow-up to drive engagement
• The Master Storyteller: You connect dots across a wide array of audiences and tell compelling stories that unlock interest and drive measurable business outcomes
• Operational Pro: Exceptional ability to maintain high-touch quality across a large portfolio, balancing administrative excellence with high-energy client facing time
• Technical Curiosity: Comfortable leading technical discussions (APIs, LLMs) and translating them for non-technical senior executives
• Location: Ability to be in our NYC office at least 1x per week