Account Manager, Financial Services
About The Position
This role sits on our Financial Services Account Management team where clients include Fortune 1000 firms and leading asset managers, hedge funds, and investment banks. Account Managers at AlphaSense own long-term outcomes for a named book of high-value Financial Services customers. They are the primary commercial and relationship owner, responsible for renewals, customer health, adoption, and expansion. They ensure AlphaSense is embedded in daily workflows and delivers measurable business impact. Operating as a trusted advisor, Account Managers engage stakeholders from daily users to senior executives and partner closely with Account Executives on expansion opportunities, while retaining full accountability for retention and renewals. This is a high-growth, high-velocity role in a fast-paced, pressurized environment. Success requires strong business judgment, comfort with ambiguity, clear ownership of outcomes, and the ability to prioritize and move quickly while staying accountable.
Requirements
- Comfortable under pressure: You perform well in a high-growth environment where priorities shift and expectations are high. You take ownership and stay composed when things move fast.
- Commercially minded: You think in terms of outcomes and risk. You understand renewal ownership, expansion motions, and what it takes to protect recurring revenue.
- Financial Services literate: You have a solid understanding of how financial firms operate and can lead credible conversations with sophisticated stakeholders.
- Fluent in SaaS: You understand modern account management, including usage-based value, renewals, forecasting, and metrics-driven execution.
- Structured and proactive: You anticipate risk, manage competing demands, and operate with clarity and urgency.
- Strong communicator: You can distill complex topics quickly and move conversations toward decisions in time-sensitive situations.
Responsibilities
- Own renewals end-to-end, including strategy, forecasting, timing, and execution
- Identify risk early and drive mitigation plans decisively with internal partners
- Maintain accurate forecasts, disciplined account plans, and clear next steps
- Identify and drive expansion opportunities by building conviction around value and outcomes
- Partner with Account Executives to execute upsell motions within existing clients
- Increase adoption by aligning AlphaSense to real client workflows and priorities
- Ensure AlphaSense delivers sustained value throughout the customer lifecycle
- Lead focused, outcome-driven executive conversations and business reviews
- Build multi-threaded relationships across users, decision-makers, and sponsors
- Move quickly and stay aligned across Sales, Customer Success, Product, RevOps, and Support
- Maintain a high bar for CRM hygiene, forecasting accuracy, and follow-through
- Prioritize relentlessly across a demanding book of business.
Benefits
- We offer a competitive benefits program, a generous commission plan with uncapped earning potential as well as equity.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
