Account Manager, Financial Services

The Account Manager, Financial Services role at AlphaSense is responsible for developing strong relationships with customers and key stakeholders in order to retain and grow the customer base. This role serves as the main point of contact for clients, handling inquiries, engagement, updates, and renewal discussions. The Account Manager will work with a variety of clients in the financial services industry and collaborate with account executives to identify new business opportunities. Additionally, the role involves extracting valuable knowledge from clients to enhance the company's strategy and communication.

• 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 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 AE to craft most compelling messaging to prospective users
• Cultivate relationships with users and key stakeholders

• Strong ability to develop instant rapport with new people and manage and grow relationships within Fortune 1000 clients and/or financial services companies
• Subject matter expert with strong business acumen and commitment to effective processes and tactics
• Natural intellectual curiosity with the ability to learn and adapt quickly
• Understanding of best practices for client engagement within a SaaS environment, preferably with exposure to AI and/or research-based products
• Committed to delivering results and setting an example for grit, work ethic, initiative, enthusiasm, and commitment
• Exceptional oral, written, and presentation skills to communicate with individuals ranging from Analysts to C-level executives
• 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
• Identify revenue at risk and prevent churn
• Forecast retention rates
• Collaborate with Account Executives to identify growth opportunities within the book of business
• Understand the business, roles, responsibilities, projects, and performance metrics within the client base to effectively communicate with users and decision makers, identify white space, and craft compelling messaging
• Cultivate relationships with users and key stakeholders.

• Competitive base compensation range of $85,000-$130,000
• Performance-based bonus potential
• Equity opportunities
• Generous benefits program
• Opportunity to work with leading companies and financial institutions
• AI-based technology for smarter business decisions
• Extensive universe of public and private content for insights
• Trusted by over 3,500 enterprise customers
• Global presence with offices in multiple countries
• Versatile role working with a variety of clients in the financial services industry
• Collaborative environment with account executives and cross-functional teams
• Opportunity to develop and grow relationships with Fortune 1000 clients
• Intellectual curiosity and ability to learn and adapt quickly
• Exposure to AI and research-based products
• Strong communication skills with the ability to engage with various stakeholders
• Maximize retention rate and drive adoption of AlphaSense solutions
• Identify growth opportunities and prevent churn
• Onboarding and training initiatives for new users
• Proactive outreach and relevant material for user base
• Serve as a business partner and advocate for clients
• Acquire value stories and product feedback for internal use
• Equal opportunity employer with a commitment to diversity and inclusion
• Reasonable accommodation for employees with protected disabilities.