Pre-Sales Consultant, Financial Services

AlphaSense

20h•$80,000 - $95,000•Remote

About The Position

AlphaSense is seeking a Pre-Sales Consultant focused on the Financial Services vertical to join their Customer Success organization. This role involves partnering closely with Account Executives to demonstrate the value of AlphaSense's AI-driven market intelligence platform to prospective clients during new business sales cycles. The Pre-Sales Consultant will act as a trusted partner, problem-solver, storyteller, and product expert, conducting high-impact evaluations by combining deep product knowledge, commercial acumen, industry experience, and client intuition. The position is specific to Financial Services, engaging with decision-makers and users to uncover use cases, run tailored demos and evaluations, and guide prospects to successful outcomes. This role also offers a unique opportunity to partner with cross-functional teams (Product, Content, Sales, Customer Success, Marketing, Customer Education) to inform go-to-market strategy. As a Pre-Sales Consultant, you will bridge the gap between AlphaSense's technology and the domain-specific needs of financial services clients, including Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds. You will drive value, champion client perspectives, and play a critical role in defining future use cases.

Requirements

Minimum 2 years of work experience in a high growth fintech/SaaS firm in one of sales, client success, product, or a related client-facing or investment role within the Financial Services industry.
Financial Services Expertise: 2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
Curiosity About Generative AI in Financial Services: A demonstrated interest in the transformative potential of AI for the financial sector, flexible problem-solving skills and knowledge of the competitive landscape for GenAI in Financial Services.
Executive Presence & Strong Presentation Skills: A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos etc.
High-Impact, Ownership Mindset: An exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world's biggest financial firms.
Consultative Approach: A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms.
Team Player: Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.
Collaboration & Influence: Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams, in order to continually help influence and improve our capabilities/product offerings.
High aptitude and willingness to learn.
Outstanding oral, written, and presentation skills.
Effective attention to detail, time management, and task prioritization, even when under pressure.
Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture.

Responsibilities

Collaborate closely with Account Executives to drive new business revenue growth by taking ownership of and running seamless product evaluations.
Conduct targeted discovery into clients' unique research workflows and pain points to help them effectively leverage AlphaSense for their bespoke use cases.
Seek out and develop new and emerging use cases with clients as AlphaSense’s capabilities evolve.
Engage directly with investment professionals to understand their most pressing challenges and build strong rapport, establishing credibility as a domain and product expert.
Translate client feedback and proactively share product & content improvements/enhancement requests internally.