Senior Customer Success Manager

About AlphaSense: The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! About the Role As a Senior Customer Success Manager (Sr. CSM) at AlphaSense, you will be the strategic lead for our most complex and high-value accounts within the Financial Services sector. You are responsible for navigating multi-million dollar global organizations and driving long-term ROI through technical group/individual training while ensuring company-wide adoption across multiple business units. You will manage a concentrated portfolio of strategic accounts, remaining at the forefront of product and Financial Services expertise, while scaling your impact across the organization through account strategy, leadership and innovation. What You’ll Do Strategic Account Influence: Navigate and influence multiple business units and key power users across the world largest and most complex global organizations. Create a groundswell of positive user sentiment to drive renewals and expansion with Senior Leadership. Architect Deep Adoption & Value Realization: Synthesize complex usage into actionable insights. Design multi-quarter adoption roadmaps in tandem with your Account Management peers that align AlphaSense capabilities with business objectives. Onboarding & Ongoing Training: As an expert on the product, you will guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation, both virtually and in person. Technical & Domain Mastery: Independently lead sophisticated technical conversations regarding Managed Content Providers (MCP), APIs, and Large Language Models (LLMs) with technical stakeholders and platform owners. Executive Presence & Communication: Command virtual and in-person rooms with executive presence, and leverage powerful, strategic follow-ups as a tool to drive adoption and link AlphaSense to specific Senior Leader business objectives. Solo On-Site Leadership: Fully own high-stakes, multi-day on-site engagements and lead customer "Lunch & Learns,’’ tailoring presentations to diverse user groups and core personas using our WWH (Why, What, How) framework. Company Innovation: engage in cross-functional initiatives outside the standard CSM scope, such as product feedback loops, hiring committees, mentorship programs and process innovation to improve team efficiency. Who You Are 3 - 5+ years of professional experience in Customer Success, Account Management or Financial Services with a proven track record of managing a strategic portfolio. Recognized as an "FS Expert" with domain knowledge of investment banks, hedge funds, asset management, and other financial institutions. Possess the technical acumen to navigate complex conversations around data integrations, APIs, and AI-driven market intelligence solutions. Ability to identify the 5% of users who drive the majority of sentiment and influence within an account, focusing on high-level business outcomes over basic feature