Account Director, Financial Services

AlphaSense•Boston, MA

3d•$123,000 - $154,000•Hybrid

About The Position

AlphaSense is seeking a high-impact Account Director to lead and expand critical relationships within the Financial Services sector. This role is responsible for the long-term vision and commercial health of a concentrated book of Enterprise accounts. The Account Director will act as the lead architect for AlphaSense’s growth within leading investment banks, asset managers, and hedge funds. The position involves managing a portfolio of Strategic Financial Accounts, working closely with end users and decision makers, including C-suite executives, who rely on AlphaSense for a competitive edge. Success is measured by the ability to protect and expand revenue, with specific targets and quotas tied to Gross Dollar Retention (GDR) and Net Dollar Retention (NDR). Beyond KPIs, Account Directors provide valuable client insights back to product, marketing, and sales teams to shape business strategy.

Requirements

Proven track record of converting users into champions and moving fluidly between users and the C-Suite to align with their top-level business mandates.
Mastery of internal navigation and strategic deployment of company resources and subject matter experts.
Strong business acumen and commitment to effective processes and tactics.
Natural intellectual curiosity with the ability to learn and adapt quickly.
Ability to pivot seamlessly between deep-dive technical discussions with functional leads and high-level strategic consultations with C-suite executives.
Understanding of best practices for client engagement within a SaaS environment.
Understanding of the 'Land and Expand' lifecycle within a SaaS ecosystem and ability to identify high-value integration points.
Grit, work ethic, initiative, enthusiasm, and commitment.
Owner’s mindset, taking full accountability for the health and expansion of your portfolio.
Exceptional oral, written, and presentation skills.
Comfortable leading formal business reviews with executive stakeholders as well as providing streamlined, high-level updates.
Experience in the Financial Services sector.
Experience managing Enterprise accounts.

Nice To Haves

Experience with API usage or enterprise-wide deployments.
Experience in a rapidly growing SaaS company.

Responsibilities

Accurately forecast and deliver on retention and aggressive expansion targets to maximize Gross Revenue Retention (GRR) and Net Revenue Retention (NRR).
Increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals.
Identify revenue at risk in order to best position the company to prevent churn.
Partner with the global sales team and customer success managers to help execute a strategic client growth plan for your book of accounts across a shared revenue target.
Understand the ins and outs of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively: 1) communicate with users, 2) communicate with decision makers, 3) identify white space, 4) partner with AEs to craft the most compelling messaging to prospective users.
Transition AlphaSense from a vendor to a strategic business partner by cultivating a network of champions and executive sponsors across the C-Suite and Investment Committees.
Lead Quarterly Business Reviews (QBRs) and customer meetings that focus on ROI, business impact, and long-term roadmap alignment.
Plan and execute new user onboarding and training initiatives.
Conduct consistent proactive, value-added outreach campaigns that leverage market-relevant insights to keep stakeholders engaged and informed of our product.
Travel frequently to major financial hubs to meet with end users, lead in-person executive briefings and quarterly business reviews.
Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense.
Acquire value stories and product feedback from clients and circulate internally to assist with product development, marketing, and sales efforts.