CSM Manager, FS HG

AlphaSense•New York, NY

About The Position

AlphaSense is seeking a Manager of Customer Success to lead, develop, and inspire approximately 3 to 5 client-facing product experts who help customers get maximum value from AlphaSense. The manager will partner with Account Executives and Account Managers to ensure Customer Success Managers deliver effective engagements, from demos that support new business to adoption campaigns that drive long-term customer success. The role sets strategy, coaches performance, and ensures the right account coverage and resources are in place for important accounts across financial services markets.

Requirements

  • At least 2 years in a client-facing SaaS role, such as Customer Success, Sales Engineering, or Product Specialist.
  • At least 1 year leading high-performing teams.
  • Deep understanding of financial services workflows.
  • Exceptional communication and presentation skills, including the ability to tailor narratives to senior stakeholders.
  • Ability to make data-driven decisions using metrics and insights to prioritize and measure success.
  • Ability to thrive in a fast-paced, high-growth environment and build for scale.

Nice To Haves

  • Expertise in investment banking, private equity, and hedge funds.

Responsibilities

  • Manage and develop approximately 3 to 5 Product Specialists, ensuring they have the skills, tools, and confidence to excel in pre- and post-sales engagements.
  • Ensure product specialist-led engagements, including product demos and adoption campaigns, are tailored to customer personas, data-driven, and tied to measurable outcomes.
  • Partner with sales leadership to prioritize accounts, align team resources, and focus impact where it matters most.
  • Build scalable playbooks, demo flows, and talk tracks for key personas, using product usage data and GenAI adoption insights.
  • Collaborate with Enablement, Marketing, and Product teams to align messaging, share customer feedback, and roll out initiatives.
  • Set team strategy and coach for performance.
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