Customer Success Specialist, Financial Services

11 Hours ago • All levels • Product Management

About the job

Job Description

As a Customer Success Specialist at AlphaSense, you'll be a key player in ensuring client satisfaction and driving product adoption. Responsibilities include providing technical support via phone, email, and chat; collaborating with account management on training, customizations, and consultations; assisting sales with demos and pitches; creating valuable content for sales and marketing; and actively contributing to product development based on customer feedback. You will act as the primary point of contact for clients, addressing their needs and ensuring their success with the AlphaSense platform. This role demands excellent communication, problem-solving skills, and the ability to explain complex information simply and effectively. You will contribute to a dynamic and growing team, with opportunities to learn and make a significant impact.
Must have:
  • Superior client relationship building skills
  • Skilled communication at all organizational levels
  • Ability to explain complex information simply
  • Strong time management and prioritization skills
  • Proactive and positive personality

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

Remote, Oregon, United States (Remote)

England, United Kingdom (On-Site)

Remote, Oregon, United States (Remote)

Pune, Maharashtra, India (On-Site)

Singapore, Singapore (On-Site)

London, England, United Kingdom (On-Site)

Delhi, India (On-Site)

Chicago, Illinois, United States (On-Site)

Waterford, County Waterford, Ireland (Hybrid)

Remote, Oregon, United States (Remote)

View All Jobs

Get notified when new jobs are added by Alphasense

Similar Jobs

Realworld one - Vice President Pharma (m/f/d)

Realworld one, Germany (Remote)

Tribe Gaming - Partnership Accounts Intern

Tribe Gaming, United States (Hybrid)

Dentsu - SEO Manager

Dentsu, Denmark (On-Site)

In The Pocket - PRODUCT MANAGER

In The Pocket, Belgium (On-Site)

Microsoft - Senior Integrated Planner

Microsoft, (On-Site)

Onehouse - Product Manager (India)

Onehouse, India (Hybrid)

Glean - Product Management Lead, Enterprise

Glean, United States (On-Site)

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Microsoft - Account Management - PS

Microsoft, India (On-Site)

Nasdaq - Head of Global Cash Management

Nasdaq, Lithuania (Hybrid)

Scope AR - Strategic Customer Success Manager (Enterprise)

Scope AR, United States (On-Site)

Google - Senior Delivery Executive

Google, United States (On-Site)

Ziff Davis - Network Data Analyst

Ziff Davis, Egypt (Remote)

Rocket - Senior Account Executive

Rocket, France (Remote)

Get notifed when new similar jobs are uploaded

Jobs in London, England, United Kingdom

Voldex - Backend Software Engineer

Voldex, United Kingdom (Remote)

Cloud Imperium Games - Lead VFX Artist

Cloud Imperium Games, United Kingdom (On-Site)

Smarsh - Senior Network & Security Cloud Architect

Smarsh, United Kingdom (Remote)

Rackspace Technology - Senior Manager, Field Marketing RoE.

Rackspace Technology, United Kingdom (Hybrid)

Electronic Arts - Workplace Specialist

Electronic Arts, United Kingdom (On-Site)

Rockstar Games - Animation R&D Programmer (Mid / Senior Level)

Rockstar Games, United Kingdom (On-Site)

Mattel  Inc  - Brand Manager (Fixed-Term Temp Contract)

Mattel Inc , United Kingdom (On_site)

Barracuda Networks  Inc  - Customer Success Onboarding Manager (UK, Benelux & Nordics)

Barracuda Networks Inc , United Kingdom (Hybrid)

Get notifed when new similar jobs are uploaded

Product Management Jobs

Nasdaq - Project Manager

Nasdaq, Canada (On-Site)

Go Fund Me - Staff Product Manager, Marketing & Messaging

Go Fund Me, United States (Hybrid)

Nasdaq - Technical Project Manager - FinTech

Nasdaq, Canada (On-Site)

Guerrilla - DIRECTOR OF PRODUCT MANAGEMENT

Guerrilla, Netherlands (On-Site)

Netflix - Managing Editor, Product Creative Studio Live

Netflix, United States (On-Site)

Netflix - Title Merchandising Manager - APAC

Netflix, Singapore (On-Site)

Get notifed when new similar jobs are uploaded