Financial Data Application Specialist

AlphaSense•New York, NY

3d•Hybrid

About The Position

The Financial Data Application Specialist role at AlphaSense lives at the intersection of sales, customer success, and technical implementation for AlphaSense’s financial data products. This is a new team at AlphaSense supporting a strategic area of investment for the business, so we are looking for entrepreneurial minded people that can use learnings from client discussions to help optimize both our go-to-market and product strategies. Specialists add value across our revenue organization by building relationships with prospects and clients, providing deep technical knowledge to demonstrate the value of AlphaSense’s financial data while helping to drive adoption. Due to the extensive exposure that Specialists have with clients, they’re also in a prime location to partner with our sales, product, marketing and leadership teams in determining future product developments that will resonate with the market.

Requirements

A client-facing professional with a superior ability to develop rapport with new people, and to maintain relationships, combined with a positive and proactive personality.
A finance background who wants to spend time being client facing and actively engaged with senior investment professionals.
Committed to becoming a SME for financial data across all industries, personas, and verticals.
A passion for technology, AI, and the capital markets.
Excellent in 360 degree communication and collaboration.
Able to distill and explain complex issues in simple terms.
Genuine interest to learn how the different tools we've built contribute to our clients' processes, to help identify when a particular client should be using them, and to identify solutions that solve for a client’s needs.
Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture.
Strong time management and task prioritization skills.
An independent problem-solver, making multiple efforts to solve problems on your own before escalating.
Comfortable working in ambiguity, and flexible enough to adapt as needed to drive customer happiness.
Familiar with the institutional investor landscape, financial markets, and investment research.
Strong foundation in Finance, such as working towards your CFA or bachelor’s degree in Economics/Finance/Accounting.
At least 2 years of relevant experience in equity research, investment management, private equity, accounting, or consulting with a strong desire to move into client-facing roles.
Strong Excel abilities.
Excellent communication skills, as you must manage relationships with high-profile fund managers and junior analysts alike.

Nice To Haves

Familiarity with AI powered spreadsheet tools
Experience leveraging generative AI tools within productivity software

Responsibilities

Assist sales in demos and strategic trials of AlphaSense’s financial data solutions.
Run trial training calls, making the ability to overcome common objections and communicate our value proposition essential to success.
Work hand in hand with account management, speaking with and visiting users to provide advanced training, customizations, and product consultations.
Drive adoption by building custom templates or other bespoke modeling tools for our customers.
Have expertise in quantitative analysis for investment and valuation decisions.
Know the use cases that our customers are likely to care about, and package it for utilization by sales and account management.
Create how-to videos, enablement materials, product marketing content, and support articles for meetings or email distribution.
Field feedback and identify product opportunities, and relay that information across the organization (account management, account executives, product, management).
Act as an escalation point for our product and support teams on difficult scenarios our customers may face with our solutions, particularly when leveraging Excel Add-ins.
Manage and resolve challenges related to the full integration of our modeling solutions into our clients’ workflows.