Customer Success Specialist, Financial Services

1 Week ago • All levels • Product Management

About the job

Job Description

The Customer Success Specialist at AlphaSense acts as a liaison between sales, customer success, and technical support. Key responsibilities include providing first-line customer support via phone, email, and chat, resolving issues or escalating to appropriate teams. This role also involves maintaining customer health through training, customizations, and consultations, working closely with account management. Additionally, specialists contribute to sales efforts through demos and trial training calls, generate content for marketing and sales (searches/trends), and provide product feedback to improve future development. The ideal candidate excels in building rapport, communication, and possesses a strong ability to explain complex topics simply.
Must have:
  • Superior client relationship building
  • Excellent communication skills
  • Technical aptitude & quick learning
  • Problem-solving & issue resolution
  • Strong time management
  • Content creation & presentation
Not hearing back from companies?
Unlock the secrets to a successful job application and accelerate your journey to your next opportunity.

Location: London

Reports To: Director of Customer Success

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. 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 over 1,500 people across the globe and offices in the U.S., U.K., Finland, India, and Singapore. Come Join Us!

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.

View Full Job Description

Add your resume

80%

Upload your resume, increase your shortlisting chances by 80%

About The Company

New York, New York, United States (On-Site)

Mumbai, Maharashtra, India (On-Site)

London, England, United Kingdom (On-Site)

Singapore, Singapore (On-Site)

Pune, Maharashtra, India (On-Site)

Pune, Maharashtra, India (On-Site)

Pune, Maharashtra, India (On-Site)

Remote, Oregon, United States (Remote)

Vancouver, British Columbia, Canada (Remote)

View All Jobs

Get notified when new jobs are added by Alphasense

Similar Jobs

Zuru - Sales Analyst

Zuru, United States (On-Site)

Canva - Director, Technical Services

Canva, United States (Remote)

Spectral Consultants - Creative Director (Art)

Spectral Consultants, India (On-Site)

NinjaVan - Customer Success Executive, Cold Chain

NinjaVan, Singapore (On-Site)

Passive Logic - Technical Engineering Program Manager

Passive Logic, United States (On-Site)

Kabam - Senior Development Director

Kabam, Canada (Hybrid)

Expedia - Business Programs Manager - OE Program Management

Expedia, United Kingdom (On-Site)

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Mattel  Inc  - Praktikant:in Key Account Management

Mattel Inc , Germany (On-Site)

Salesforce - Digital Account Executive - Norway

Salesforce, Norway (On-Site)

Highspot - InfoSec, Proposal Specialist

Highspot, India (Hybrid)

Social Discovery Ventures - Partner Account Manager/Lead (fluent in English and Spanish)

Social Discovery Ventures, Serbia (Remote)

PTW - Strategic Partnership Manager

PTW, United Kingdom (Hybrid)

NinjaVan - Customer Success Executive, Cold Chain

NinjaVan, Singapore (On-Site)

Definitive Healthcare - IT Support Engineer

Definitive Healthcare, India (On-Site)

Saviynt - Technical Lead, Field Engineering

Saviynt, India (Hybrid)

Get notifed when new similar jobs are uploaded

Jobs in London, England, United Kingdom

ION - Sales Executive

ION, United Kingdom (On-Site)

Salesforce - Named Account Executive

Salesforce, United Kingdom (On-Site)

Red Rover Interactive - Senior Gameplay Programmer

Red Rover Interactive, United Kingdom (Hybrid)

Playground Games - Pipeline Technical Artist - Contract

Playground Games, United Kingdom (Hybrid)

Rebellion - Licensing and Retail Manager

Rebellion, United Kingdom (Hybrid)

SSC Technologies - Customer Services Associate

SSC Technologies, United Kingdom (On-Site)

Glowmade - Quality Assurance Technician (6 Month FTC)

Glowmade, United Kingdom (On-Site)

The Walt Disney Company - Product Licensing and Buying Internship

The Walt Disney Company, United Kingdom (On-Site)

Hypemasters - Lead Game Data Analyst

Hypemasters, United Kingdom (Remote)

Get notifed when new similar jobs are uploaded

Product Management Jobs

Vigaet - Project Coordinator-Internship

Vigaet, India (On-Site)

Homa games - General Manager, Hybridcasual Games

Homa games, France (On-Site)

Salesforce - Engagement Delivery Manager - Federal, DC Region

Salesforce, United States (Remote)

Octopus Deploy - Senior Product Manager - Product Growth

Octopus Deploy, Australia (Remote)

Fluence - Product Owner- Controls Software

Fluence, India (Hybrid)

Matific - Customer Support Manager, North America

Matific, Argentina (Hybrid)

Funko - Product Integrity Specialist

Funko, United States (On-Site)

Google - Cloud Architect, SAP

Google, (On-Site)

PAPAYA - Product Manager

PAPAYA, Israel (On-Site)

Get notifed when new similar jobs are uploaded