Account Manager, Financial Services
About The Position
AlphaSense is seeking a high-impact Account Manager to develop and expand critical relationships within the Financial Services Strategics sector. This role involves collaborating with account executives and customer success managers to ensure clients achieve long-term success with the product and to expand the company's footprint within each client account. The Account Manager will act as a trusted advisor, engaging stakeholders from daily users to senior executives at leading investment banks, asset managers, and hedge funds. Success in this role is measured by the ability to protect and expand revenue, with targets tied to Gross Dollar Retention (GDR) and Net Dollar Retention (NDR). Additionally, the role requires bringing client insights back to product, marketing, and sales teams to influence company strategy and execution.
Requirements
- Strategic Relationship Builder: Anchored by robust account planning and mapping, excel at multi-threading across complex organizations to turn daily users into lifelong brand champions.
- Build trust at every level—from hands-on practitioners to C-suite executives—and strategically deploy internal experts to ensure users always win.
- Subject matter expert: Excel at internal and external relationship management, possess strong business acumen and commitment to effective processes and tactics.
- Business-Savvy Operator: Excel in both internal and external stakeholder management, bring strong business acumen, and execute with disciplined processes and tactics.
- Energetic and Adaptable: Intellectually curious, quick to learn, and able to shift between technical deep dives and executive-level strategy discussions, tailoring messaging to diverse stakeholders.
- Results-Driven Owner: Demonstrate grit, initiative, accountability, and an ownership mindset for the health and growth of your portfolio.
- Exceptional Communicator: Ability to 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 through sourcing pipeline
- 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
- performance-based bonus
- equity
- generous benefits program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
