Pre-Sales Consultant, Financial Services

AlphaSense

100d • $80,000 - $92,000

About The Position

The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue. They are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions. Pre-Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high-impact evaluations. This role is specific to the Financial Services vertical, engaging with decision-makers and users to uncover use cases, run tailored demos, and guide prospects to successful outcomes.

Requirements

• 2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation.
• Demonstrated interest in the transformative potential of AI for the financial sector.
• Proven capacity to engage stakeholders at all levels and explain technical solutions to business-oriented audiences.
• Exceptional ability to thrive on autonomy and tackle client questions and challenges with enthusiasm.
• Highly articulate, consultative, and confident client-facing professional.

Nice To Haves

• Experience in Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.
• Curiosity about Generative AI in Financial Services.
• Strong presentation skills.

Responsibilities

• Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with Account Executives to take ownership of and run seamless product evaluations in order to drive new business revenue growth.
• Build and Curate Financial Services Use Cases: Conduct targeted discovery into clients' unique research workflows and pain points in order to help them effectively leverage AlphaSense for their bespoke use cases.
• Forge and Maintain Strong Client Relationships: Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges.
• Contribute to Product Development: Translate client feedback and proactively share product & content improvements/enhancement requests internally.

Benefits

• Competitive compensation and performance incentives.
• Comprehensive health coverage.
• Performance-based bonus, equity, and a generous benefits program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees