Customer Success Specialist, Financial Services

undefined ago • All levels • Financial Analysis

Job Summary

Job Description

The Product Specialist role at AlphaSense is at the intersection of sales, customer success, and technical support. Specialists build relationships with clients, providing support and deep technical knowledge to demonstrate AlphaSense's value and drive adoption. They partner with sales and product teams to determine future product developments based on client exposure, ensuring market resonance.
Must have:
  • Field support calls, emails, and chats, resolving locally.
  • Port tickets to appropriate teams and retain customer point person role.
  • Work with account management to provide training and consultations.
  • Assist sales in product pitches and demos.
  • Run trial training calls, overcoming objections and communicating value.
  • Identify and package timely content for distribution by sales and account management.
  • Field feedback and identify product opportunities.
  • Relay product information across the organization.

Job Details

About the Role

The Product Specialist role at AlphaSense lives at the intersection of sales, customer success, and technical support. Product Specialists are tasked with building relationships with prospective clients by providing support and deep technical knowledge to demonstrate the value of AlphaSense while helping to drive adoption. Due to the extensive exposure that Product Specialists have with clients, they’re also in a prime location to partner with our sales and product teams in determining future product developments that will resonate with the market.

What You’ll Do

  • Customer Support: Product Specialists field support calls, emails, and chats, locally resolving as much as possible. They will port tickets out to appropriate teams when needed and will retain their position as the customer’s point person through resolution.
  • Customer Health: The team works hand in hand with account management, speaking with and visiting users to provide training, customizations, and product consultations.
  • Growth Initiatives: Assist sales in product pitches and demos. The team also runs trial training calls, making the ability to overcome common objectives and communicate our value proposition essential to success.
  • Content generation: Product Specialists identify content that our customers are likely to care about, and package it for distribution by sales and account management. This content should come in the form of timely searches/trends in the market that can be used for demos or email distribution.
  • Product Direction: Because of our Product Specialists’ deep understanding of both our product and customers, they are in a position to field feedback and identify product opportunities, and relay that information across the organization (account management, account executives, product, management).

Who You Are

  • 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 skilled communicator who can engage at any level of an organization.
  • An energetic and creative individual, possessing natural curiosity with the ability to learn quickly and adapt
  • Eager to learn - Due to our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job!
  • Able to distill and explain complex issues in simple terms.
  • Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture.
  • Strong time management and task prioritization skills.

Similar Jobs

Qualcomm - Engineer, QA_Automation framework/Python

Qualcomm

Hyderabad, Telangana, India (On-Site)
1 Week ago
Room 8 Group - Business Architect

Room 8 Group

(Remote)
2 Months ago
Light Speed Studios - Lighting Artist

Light Speed Studios

(On-Site)
4 Months ago
binance - Senior Backend Architect - Java

binance

Taipei City, Taiwan (Remote)
4 Months ago
Saviynt - Consultant, Professional Services, IAM/IGA

Saviynt

Bengaluru, Karnataka, India (Hybrid)
9 Months ago
Simcorp - Financial Controller

Simcorp

Warsaw, Masovian Voivodeship, Poland (Hybrid)
2 Weeks ago
DraftKings - Financial Crimes Senior Manager

DraftKings

Boston, Massachusetts, United States (Remote)
1 Week ago
OKX - Senior Financial Analyst

OKX

Los Angeles, California, United States (On-Site)
2 Months ago
FTF Studios - FTF Chief Financial Officer

FTF Studios

(Remote)
1 Year ago
Highspot - Sr. Financial Application Analyst (Netsuite)

Highspot

Hyderabad, Telangana, India (Remote)
7 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Match Group - Head of Online Marketing

Match Group

Paris, Île-de-France, France (Hybrid)
3 Weeks ago
Wargaming - BI Data Analyst (World of Warships Franchise)

Wargaming

Belgrade, Serbia (Hybrid)
1 Week ago
Autodesk - Principal Software Engineer

Autodesk

Oslo, Oslo, Norway (Hybrid)
2 Months ago
Aledade - Sr. Program Specialist

Aledade

Bethesda, Maryland, United States (Hybrid)
1 Week ago
zeta - Program Manager / Senior Program Manager

zeta

Bengaluru, Karnataka, India (On-Site)
3 Years ago
Unity - Technical Product Manager - Mobile Platforms

Unity

Brighton And Hove, England, United Kingdom (On-Site)
3 Months ago
endava - Senior Business Analyst

endava

Kragujevac, Serbia (Hybrid)
4 Days ago
Embark Studios - Senior Producer - Games

Embark Studios

Stockholm, Stockholm County, Sweden (On-Site)
3 Weeks ago
Solvative - Senior Data Scientist

Solvative

Washington, United States (On-Site)
1 Month ago
Vercel - Senior Account Based Marketing Manager

Vercel

San Francisco, California, United States (Hybrid)
2 Months ago

Get notifed when new similar jobs are uploaded

Jobs in London, England, United Kingdom

Blue zoo - Editor

Blue zoo

Brighton And Hove, England, United Kingdom (Remote)
6 Days ago
Unity - Software Engineer

Unity

Brighton And Hove, England, United Kingdom (On-Site)
2 Months ago
TransUnion - SQL Developer

TransUnion

Leeds, England, United Kingdom (Hybrid)
6 Days ago
Rocket Science - Frontend - UI Engineer

Rocket Science

Wales, United Kingdom (Hybrid)
3 Months ago
Remote - Engineering Team Leader

Remote

United Kingdom (Remote)
3 Weeks ago
TiMi Studio Group - Senior Business Development Manager

TiMi Studio Group

London, England, United Kingdom (On-Site)
2 Months ago
HP - Graduate Category Sales

HP

Reading, England, United Kingdom (On-Site)
1 Week ago
1920 VFX - VFX Editor (Film and Episodic)

1920 VFX

Bristol, England, United Kingdom (Hybrid)
3 Months ago
The Walt Disney Company - Senior Technical Environment Artist

The Walt Disney Company

London, England, United Kingdom (Hybrid)
1 Week ago
Minecast - Senior Build Engineer

Minecast

London, England, United Kingdom (Hybrid)
1 Year ago

Get notifed when new similar jobs are uploaded

Financial Analysis Jobs

Social Discovery Group - Chief Financial Officer

Social Discovery Group

Portugal (Remote)
9 Months ago
Tide - Financial Crime Oversight & Advisory Specialist

Tide

Sofia, Sofia City Province, Bulgaria (Hybrid)
2 Months ago
Monzo - Financial Health Operations Manager

Monzo

Dublin, County Dublin, Ireland (On-Site)
3 Weeks ago
Axon - Senior Technical Analyst – Revenue & Financial Reporting

Axon

Boston, Massachusetts, United States (Hybrid)
3 Weeks ago
Adyen - Financial Reporting Specialist

Adyen

Amsterdam, North Holland, Netherlands (On-Site)
3 Weeks ago
Apple - Worldwide Retail Finance - Commercial Programs Financial Analyst

Apple

Cupertino, California, United States (On-Site)
1 Month ago
Morning Star - Client Service Representative, Financial Software

Morning Star

Chicago, Illinois, United States (Hybrid)
2 Weeks ago
Simcorp - Financial Controller

Simcorp

Warsaw, Masovian Voivodeship, Poland (Hybrid)
2 Weeks ago
PwC - Transaction Services Senior Manager – Financial Services

PwC

Toronto, Ontario, Canada (On-Site)
2 Months ago
Atari - FP&A Analyst

Atari

India (On-Site)
2 Months ago

Get notifed when new similar jobs are uploaded

About The Company

Mumbai, Maharashtra, India (On-Site)

Delhi, India (On-Site)

United States (Remote)

Bengaluru, Karnataka, India (On-Site)

Canada (Remote)

London, England, United Kingdom (On-Site)

Pune, Maharashtra, India (On-Site)

Delhi, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

View All Jobs

Get notified when new jobs are added by Alpha Sense

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug