Customer Success Manager, Financial Services

AlphaSense • New York, NY

99d • $80,000 - $92,000

About The Position

The Customer Success Manager (CSM) role at AlphaSense is central to ensuring our clients realize measurable outcomes from their investment in our platform. CSMs partner with Account Managers to optimize the customer journey delivering value from the moment they join AlphaSense by focusing on strong product adoption and engagement. You will proactively monitor usage, adoption, and account health, while aligning AlphaSense to client goals and embedding our platform into their day-to-day workflows.

Requirements

• 2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role.
• Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes.
• Comfortable using data to inform decisions, with strong organizational and time-management skills.
• A proactive, curious, and consultative professional who thrives in fast-paced environments.
• Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment.
• Ability to be in the NYC office 1x per week.

Nice To Haves

• Financial services experience.

Responsibilities

• Engage with end users through various mediums, including virtual and in-person meetings, email, and direct calls to deliver value through platform adoption and use case mapping.
• Monitor usage, deliver tailored strategies, and lead client sessions to unblock barriers to feature adoption.
• Guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation.
• Partner with sales and account management teams to strengthen adoption and support renewals.
• Leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen customers’ ROI case for AlphaSense.
• Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams.

Benefits

• Performance-based bonus
• Equity
• Generous benefits program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees