--- title: 'Customer Success Manager, Financial Services - High Growth at AlphaSense' canonical: 'https://feeny.ai/job/customer-success-manager-financial-services-high-growth-alphasense-new-york-new-vhwdc08n709h' type: 'job' last_seen: '2026-09-10' --- # Customer Success Manager, Financial Services - High Growth at AlphaSense - **Company:** AlphaSense - **Location:** New York New York, United States - **Compensation:** $80k–$95k - **Work type:** remote - **Posted:** 2026-05-14 - **Last confirmed live:** 2026-09-10 - **Apply:** https://job-boards.greenhouse.io/alphasense/jobs/8550698002 ## Job description 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 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. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. ## About The Team The Customer Success organization is dedicated to ensuring every client realizes the full value of their investment. The High Growth team specifically focuses on scale, strategy, and relentless execution. We are looking for a CSM who thrives in a structured environment, loves a good playbook, and possesses the "grit" to navigate a high-volume portfolio of ~50 accounts while maintaining high-touch quality and technical authority. ## Who You Are - 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. ## What You’ll Do Omni-Channel Client Engagement & Command - The Face of AlphaSense: 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. - High-Impact Onsites: 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. - Strategic Workshop Facilitation: 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. Commercial Acumen & Growth Partnership - Growth Catalyst: Act as a strategic partner to 2–3 Account Managers, proactively identifying sourced pipeline and organic upsell opportunities within your ~50-account portfolio. - Competitive Defense: 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. Strategic Workflow & Technical Authority - Persona Mastery: Develop an obsessive understanding of user persona profiles to overhaul workflows and embed our platform into the daily habits of financial professionals. - Technical Leadership: Independently lead sophisticated dialogues regarding MCP, APIs, and LLMs, translating complex tech into actionable improvements for end users. Data-Driven Execution - Analytical Segmentation: "Slice and dice" large datasets to categorize your book of business into actionable cohorts, moving seamlessly from data insights to autonomous action. - Internal Multiplier: Distill winning playbooks from your high-volume experience to lead team-wide development sessions, raising the performance bar for the entire CS organization. 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—$95,000 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](http://alpha-sense.com/) email address. - If you’re unsure about a job posting or recruiter, verify it on our [Careers page](https://www.alpha-sense.com/careers/). 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. ## About AlphaSense ## Company Overview - **One-liner**: AlphaSense operates an AI-powered market intelligence and search platform that helps business professionals make faster, more confident decisions by synthesizing insights from a vast library of curated public and private content. - **Entity Type**: Private (Series G, last raised ~1 month ago) - **Headquarters**: New York, NY (441 Ninth Avenue 4th Floor, New York, 10001) - **Founded**: 2011 - **Founders**: Jaakko (Jack) Kokko and Raj Neervannan ## Core Business - **Primary industry/industries**: Market Intelligence, Enterprise AI, Financial Data & Analytics - **Target customers**: B2B – serving Investment Banking, Hedge Funds, Private Equity, Asset Management, Consulting, Life Sciences & Healthcare, Tech/Media/Telecom, Energy, Industrials, Consumer Goods & Retail - **Mission or purpose statement**: “Empower professionals to make smarter business decisions with confidence and speed.” [[glassdoor.com]] ## Products & Services - **AlphaSense Core Search (newest release: AlphaSense X)**: AI-driven search engine that surfaces insights from millions of premium financial and business documents (company filings, broker research, expert transcripts, private data, internal content). Includes generative search with sentence-level citations and no hallucinations. Multi-agent architecture automates repeatable research tasks and synthesizes findings into reports and slides. [[alpha-sense.com]] - **Acquired Assets (Tegus, BamSEC, Canalyst, Sentieo)**: Integrated expert call transcripts, SEC filing analytics, financial models, and quantitative data to deepen the content library. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company); total raised is **$1.747B** (Series G as of mid-2025). [[cbinsights.com]] - **Key Metric**: Total funding of $1.747B. - **Notable Investors/Partners**: Not listed in provided sources; partner recognition includes Cerebras Systems for accelerated AI inference. [[alpha-sense.com/about/]] - **Growth Signals**: Trusted by 7,000+ of the world’s largest enterprises; headcount of 1,001–5,000 employees (Glassdoor); new headquarters in Hudson Yards; multiple acquisitions (Tegus, BamSEC, Canalyst, Sentieo) over the past five years; partnership with Cerebras for faster AI. ## Competitive Advantages - **Curated & exclusive content**: Access to Tegus expert transcripts, broker research, private financial data, and company filings that competitors may lack. - **Trusted AI**: “Sentence-level citations and no hallucinations” – GenAI outputs grounded in reliable sources with full auditability. - **Unified workflow**: Combines discovery, reasoning, and output generation in a single platform – eliminating fragmented tools. - **Patents**: Filed 40 patents related to computational linguistics, natural language processing, and data management. [[cbinsights.com]] ## Strategic Focus - **Next-generation Generative Search**: Multi-agent architecture that automates research tasks and produces executive-ready reports. - **Content expansion**: Continues to acquire and integrate high-value data sources (expert transcripts, financial models, etc.). - **AI reliability**: Emphasizing hallucination-free outputs and sentence-level citations to maintain trust with decision-makers. ## Why Work Here - **Culture**: Described as “product-led, growth mindset, people first.” Emphasis on empathy, inclusion, psychological safety, and work-life balance. [[alpha-sense.com/careers/]] - **Benefits**: Comprehensive medical coverage, mental health support, wellness programs, retirement plans, stock options, financial consulting, generous time-off, volunteering opportunities, and family-friendly programs. - **Growth**: Continuous learning, mentorship, leadership access, and career mobility across teams and regions. - **Work environment**: “You’ll be surrounded by smart, supportive teammates” – autonomy with collaboration, fast-moving, trust-based. Offices in 7 locations; hybrid/remote policy not explicitly stated in provided sources. ## Sources 1. [alpha-sense.com](https://www.alpha-sense.com/) 2. [alpha-sense.com/careers/](https://www.alpha-sense.com/careers/) 3. [alpha-sense.com/about/](https://www.alpha-sense.com/about/) 4. [glassdoor.com](https://www.glassdoor.com/Overview/Working-at-AlphaSense-EI_IE1664354.11,21.htm) 5. 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