Customer Success Manager, Financial Services

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!

About The Team

The Customer Success organization is composed of three teams: pre-sales, customer success, and support. The CS org is dedicated to ensuring every client realizes the full value of their investment in our platform, working as an integrated partner to help clients achieve meaningful outcomes and embed AlphaSense into their everyday decision-making.

By blending industry knowledge, product expertise, and a deep understanding of client priorities, the team helps organizations uncover new use cases, accelerate adoption, and sustain long-term growth. Their close engagement with clients also creates a powerful feedback loop—informing product innovation, shaping content strategy, and ensuring that the evolving needs of the financial services community are consistently reflected in how AlphaSense delivers value.

About the Role The Customer Success Manager (CSM) role at AlphaSense is central to ensuring our clients realize measurable outcomes from their investment in our platform. CSMs partner with Account Managers to optimize the customer journey delivering value from the moment they join AlphaSense by focusing on strong product adoption and engagement. You will proactively monitor usage, adoption, and account health, while aligning AlphaSense to client goals and embedding our platform into their day-to-day workflows.

What You’ll Do

• Client Engagement: You will be on the front lines engaging with our end users through a variety of mediums, including virtual and in-person meetings, email, ‘warm’ calling direct lines, etc. - all with the end goal of delivering value through platform adoption + use case mapping


• Drive Adoption & Value : Monitor usage, deliver tailored strategies, and lead client sessions that unblock any barriers to feature adoption


• Onboarding & Ongoing Training : As an expert on the product, you will guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation, both virtually and in person.


• Retention & Growth : Partner with sales and account management teams by strengthening adoption to support renewals, articulating AlphaSense’s differentiated and competitive value.


• Data-Driven Mindset : Proactively leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen our customers’ ROI case for AlphaSense


• Voice of the Customer: Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams to clearly articulate what customers value most. We do this by actively collecting client value stories and statements—whether on calls or in person—and use those insights to shape priorities, guide strategy, and ensure the customer voice is consistently represented across the organization.

Who You Are

• 2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial services experience a plus).


• Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes.


• Comfortable using data to inform decisions, with strong organizational and time-management skills.


• A proactive, curious, and consultative professional who thrives in fast-paced environments and values collaboration.


• Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment.


• Ability to be in our NYC office 1x per week.

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

You may also be offered a performance-based bonus, equity, and a generous benefits program.

Base Compensation Range

$80,000 - $92,000 USD

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

• AlphaSense never asks candidates to pay for job applications, equipment, or training.


• All official communications will come from an @ alpha-sense.com email address.


• If you’re unsure about a job posting or recruiter, verify it on our Careers page .

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.