Customer Success Manager, Financial Services

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.