Account Manager, Financial Services

The Account Manager, Financial Services at AlphaSense is responsible for developing relationships with customers and key stakeholders to retain and grow the customer base. The role involves serving as the main point of contact for inbound queries, outbound engagement, relationship updates, and renewal discussions with financial clients. The Account Manager will work with a variety of clients from Hedge Funds, Asset Managers, Investment Banks to Private Equity and more, and will collaborate with account executives to identify new business opportunities to help expand the company's footprint within each client account.

• Maximize retention rate across the book of business
• 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
• Forecast retention rates
• Collaborate with Account Executives to identify growth opportunities within the book of business
• Understand the ins and out 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 AE to craft most compelling messaging to prospective users
• Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor
• Hold Business Reviews with key stakeholders
• Plan and execute new user onboarding and training initiatives
• Consistent proactive outreach with material and information that’s relevant for our user base
• Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
• Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense
• Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts
• Allocate time effectively to work most closely with high and mid-touch accounts

• Develop and maintain strong relationships with customers and key stakeholders
• Serve as the main point of contact for inbound queries, outbound engagement, relationship updates, and renewal discussions
• Collaborate with account executives to identify new business opportunities and expand the company's footprint within each client account
• Maximize retention rate across the book of business
• 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 prevent churn
• Forecast retention rates
• Understand the business, roles, responsibilities, projects, performance metrics, etc. within the client base to communicate effectively with users and decision-makers, identify white space, and craft compelling messaging to prospective users
• Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than a vendor
• Hold business reviews with key stakeholders
• Plan and execute new user onboarding and training initiatives
• Consistently provide proactive outreach with material and information that's relevant for the user base
• Serve as the boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
• Acquire value stories and product feedback from clients and circulate internally to assist with product development, marketing, and sales efforts
• Allocate time effectively to work most closely with high and mid-touch accounts
• Strong ability to develop instant rapport with new people and manage and grow relationships within Fortune 1000 clients and/or financial services companies
• Excel at internal and external relationship management, strong business acumen, and commitment to effective processes and tactics
• Possess natural intellectual curiosity with the ability to learn and adapt quickly
• Understand best practices for client engagement within a SaaS environment, preferably with exposure to AI and/or research-based products
• Set the example for grit, work ethic, initiative, enthusiasm, and commitment amongst peers
• Exceptional oral, written, and presentation skills to communicate with anyone from an Analyst to a C-level executive and distill and explain complex issues in simple terms.