Customer Success Specialist, Financial Services

1 Day ago • All levels

Job Summary

Job Description

The Customer Success Specialist role at AlphaSense involves a combination of customer support, training, and product expertise. They will be responsible for providing support through calls, emails, and chats, aiming for local resolution and escalating as needed. They work with the account management team, providing training, customization, and product consultations to users. They will assist sales with product demos and training calls, generate content, and provide feedback to the product team. The candidate needs to be a client-facing professional with excellent communication and relationship-building skills.
Must have:
  • Develop rapport and maintain relationships with new people.
  • Communicate effectively with people at any level.
  • Be energetic, creative, and curious to learn new things.
  • Distill and explain complex issues simply.
  • Be intrinsically motivated to contribute to a team.
  • Strong time management and task prioritization skills.

Job Details

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 4,000 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!

Reports To: Director of Customer Success

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.

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

  • AlphaSense never asks candidates to pay for job applications, equipment, or training.
  • All official communications will come from an @alpha-sense.com email address.
  • If you’re unsure about a job posting or recruiter, verify it on our Careers page.

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

Similar Jobs

Nintendo - Spvr. Packaging & Distribution

Nintendo

North Bend, Washington, United States (On-Site)
5 Months ago
IGT - Leadership & Learning Intern

IGT

Providence, Rhode Island, United States (On-Site)
2 Weeks ago
Coupa - Sr. Enterprise Account Director, Central

Coupa

Salt Lake City, Utah, United States (Remote)
1 Month ago
Fortis Games - Staff Solutions Architect (AI)

Fortis Games

Canada (Remote)
2 Days ago
Gitlab - Public Sector Solutions Architect

Gitlab

United States (Remote)
4 Days ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Monsters - Senior Backend Engineer

Monsters

(Remote)
2 Months ago
Google - ASIC Platform Software Architect, Silicon

Google

Bengaluru, Karnataka, India (On-Site)
1 Month ago
Fluence - Marketing Director, Americas

Fluence

Houston, Texas, United States (Hybrid)
3 Weeks ago
Tide - Senior Engineer, Flutter

Tide

Sofia, Sofia City Province, Bulgaria (Hybrid)
1 Week ago
Koala interactive - Social Media & Digital Specialist (Dutch Market) - Internship

Koala interactive

Levallois-Perret, Île-de-France, France (Hybrid)
1 Month ago
Devrev - Member of Product Management

Devrev

Bengaluru, Karnataka, India (On-Site)
3 Weeks ago
Google - Lead CPU RTL Engineer, Silicon

Google

Poughkeepsie, New York, United States (On-Site)
5 Months ago
Sony Interactive Entertainment - PlayStation Studios QA ローカライズテスター(繁体字)(アルバイト)

Sony Interactive Entertainment

Tokyo, Japan (On-Site)
1 Month ago
Qualcomm - Staff Sales Manager/Director - China PC Business

Qualcomm

Beijing, China (On-Site)
3 Weeks ago
Netflix - Manager, Publicity - Japan

Netflix

Tokyo, Japan (On-Site)
4 Months ago

Get notifed when new similar jobs are uploaded

Jobs in London, England, United Kingdom

FlawlessAi - Product Designer

FlawlessAi

London, England, United Kingdom (Hybrid)
2 Months ago
Nordson Corporation - Area Sales Manager

Nordson Corporation

United Kingdom (Remote)
3 Weeks ago
Two Circles - Salesforce Consultant

Two Circles

London, England, United Kingdom (Hybrid)
3 Weeks ago
Tencent - Senior HR Business Partner

Tencent

London, England, United Kingdom (On-Site)
1 Month ago
Monzo - Senior Data Scientist

Monzo

London, England, United Kingdom (Remote)
1 Week ago
Critical mass - Art Director, Design

Critical mass

London, England, United Kingdom (On-Site)
1 Week ago
Toku - International Payroll Lead/Analyst

Toku

United Kingdom (Remote)
2 Months ago
Haptic - Senior Artist

Haptic

United Kingdom (On-Site)
4 Months ago
Version1 - Azure Lead Consultant

Version1

London, England, United Kingdom (On-Site)
1 Month ago
Lava Labs - Dev QA Test Specialist

Lava Labs

Nottingham, England, United Kingdom (Remote)
3 Weeks ago

Get notifed when new similar jobs are uploaded

Similar Category Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

About The Company

Bengaluru, Karnataka, India (On-Site)

New York, United States (On-Site)

Mumbai, Maharashtra, India (On-Site)

Delhi, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

Bengaluru, Karnataka, India (On-Site)

New York, United States (On-Site)

Helsinki, Uusimaa, Finland (Hybrid)

View All Jobs

Get notified when new jobs are added by Alphasense

Level Up Your Career in Game Development!

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

Job Common Plug