Pre-sales Consultant - Financial Services

1 Month ago • All levels • Sales

Job Summary

Job Description

The Pre-sales Product Specialist role at AlphaSense is a dynamic position at the intersection of sales, customer success, and technical support. Specialists build relationships with prospective clients, providing deep technical knowledge to demonstrate AlphaSense's value and drive adoption. They also partner with sales and product teams to inform future product developments based on client exposure and market resonance. This role involves customer support, health, growth initiatives, content generation, and influencing product direction.
Must have:
  • Field customer support calls, emails, and chats, locally resolving as much as possible.
  • Work hand in hand with account management, speaking with and visiting users to provide training, customizations, and product consultations.
  • Assist sales in product pitches and demos, including running trial training calls.
  • Identify content that customers are likely to care about, and package it for distribution by sales and account management.
  • Field feedback and identify product opportunities, and relay that information across the organization.
Good to have:
  • 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.
  • 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.

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 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!

Location: London

Reports To: Director of Customer Success

About the Role

The Pre-sales 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.
  • Financial Services industry experience is essential.

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.

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.

Create a Job Alert

Interested in building your career at AlphaSense? Get future opportunities sent straight to your email.

Apply for this job

  • indicates a required field

Autofill with Greenhouse

First Name*

Last Name*

Email*

Phone*

Location (City)*

Locate me

Resume/CV*

AttachAttach

Dropbox

Google Drive

Enter manuallyEnter manually

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

AttachAttach

Dropbox

Google Drive

Enter manuallyEnter manually

Accepted file types: pdf, doc, docx, txt, rtf

I confirm I have read, understood and accept the AlphaSense Candidate Privacy Notice and I consent to AlphaSense processing my personal data.*

Select...

Candidate Privacy Notice

Are you currently eligible to work in the United Kingdom?*

Select...

Do you now or in the future require Visa sponsorship to continue working in the United Kingdom?*

Select...

LinkedIn Profile*

Have you previously been employed by AlphaSense or any of its entities; or by an agency representing AlphaSense? *

Select...

Submit application

Similar Jobs

Zones - Help Desk Analyst Level 1

Zones

New York, United States (Remote)
2 Months ago
Assystems - Senior Urban Planner

Assystems

Hyderabad, Telangana, India (On-Site)
9 Months ago
Canonical - Product Manager - Networking

Canonical

(Remote)
3 Months ago
WebTech Corporation - NPI Specialist

WebTech Corporation

Erie, Pennsylvania, United States (On-Site)
2 Months ago
quience - Retail Facilities & Workplace Manager

quience

San Francisco, California, United States (On-Site)
1 Month ago
Buckman - Sales Executive

Buckman

Niagara Falls, New York, United States (On-Site)
3 Months ago
zimad - Playable Ads Developer

zimad

(Remote)
4 Months ago
Paytm - Sales Team Lead - Oil & Gas - West Tripura  ( Agartala)

Paytm

Agartala, Tripura, India (On-Site)
10 Months ago
moonee games - Rewarded Traffic User Acquisition Manager

moonee games

Tel Aviv-Yafo, Tel Aviv District, Israel (On-Site)
3 Months ago
eBay - Qoo10 Sales, Head of Beauty Division

eBay

Tokyo, Japan (Hybrid)
1 Month ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Ion - Java Developer, Italy

Ion

Italy (Hybrid)
10 Months ago
Ethernovia - BSP Embedded S/W

Ethernovia

Pune, Maharashtra, India (On-Site)
3 Months ago
Sully.ai - Contract Recruiting Lead (Sales/GTM)

Sully.ai

Mountain View, California, United States (Remote)
1 Month ago
Ansys - Senior Application Engineer - Optimization and AI/ML

Ansys

Taipei City, Taiwan (On-Site)
3 Months ago
Moloco - Senior Staff Software Engineer (TLM)

Moloco

Bengaluru, Karnataka, India (On-Site)
3 Months ago
Onehouse - Staff Backend Engineer

Onehouse

Bengaluru, Karnataka, India (Hybrid)
3 Years ago
Marsh McLennan - Carolinas/Virginia Wealth Office Practice Leader

Marsh McLennan

Charlotte, North Carolina, United States (Hybrid)
3 Months ago
Blazesoft - Project Coordinator Internship

Blazesoft

(On-Site)
7 Months ago
Veeam Software - Devops Engineer

Veeam Software

Lisbon, Lisbon, Portugal (Hybrid)
2 Months ago
Dentsu - Senior Digital Executive

Dentsu

Ho Chi Minh City, Vietnam (On-Site)
2 Months ago

Get notifed when new similar jobs are uploaded

Jobs in London, England, United Kingdom

Cubic corporation - Test Environment Manager

Cubic corporation

Salfords, England, United Kingdom (On-Site)
2 Months ago
Unity - Industry Partner Relations Manager (SMB)

Unity

London, England, United Kingdom (On-Site)
3 Months ago
NetBrain - Director of Solutions Engineering, EMEA

NetBrain

United Kingdom (On-Site)
1 Month ago
ChainGuard - Enterprise Account Executive - Middle East

ChainGuard

United Kingdom (Remote)
1 Month ago
Pinnacle Group - Senior Environment Artist

Pinnacle Group

United Kingdom (Remote)
3 Months ago
Flexra Software - Partner Lead Development Representative (UK Partner)

Flexra Software

Bracknell, England, United Kingdom (On-Site)
1 Year ago
Sierra - Recruiter

Sierra

London, England, United Kingdom (On-Site)
1 Month ago
N-ix - Client Partner, Key Accounts UK&I

N-ix

United Kingdom (On-Site)
2 Months ago
Marsh McLennan - Health and Benefits Administrator

Marsh McLennan

Bristol, England, United Kingdom (Hybrid)
3 Months ago
version 1 - Service Desk Manager

version 1

Belfast, Northern Ireland, United Kingdom (On-Site)
2 Months ago

Get notifed when new similar jobs are uploaded

Sales Jobs

Philips - Assistant Talent Acquisition Manager

Philips

Shanghai, China (On-Site)
2 Months ago
NinjaVan - Sales Program Manager

NinjaVan

Jakarta, Indonesia (Hybrid)
3 Months ago
Tesla - Sales Advisor

Tesla

Bolzano, Trentino-South Tyrol, Italy (On-Site)
6 Months ago
GoMotive - Sales Development Representative

GoMotive

United Kingdom (Hybrid)
1 Month ago
Springer Group - Sales Supervisor

Springer Group

Mexico City, Mexico (On-Site)
1 Month ago
Illumina - Territory Sales Manager

Illumina

Queensland, Australia (On-Site)
2 Months ago
Morning Star - Talent Acquisition Senior Operations Analyst

Morning Star

Chicago, Illinois, United States (Hybrid)
4 Weeks ago
Tesla - Sales Advisor

Tesla

South Holland, Netherlands (On-Site)
6 Months ago
Glean - Sales Development Manager

Glean

Nashville, Tennessee, United States (On-Site)
3 Months ago
cirrus logic - Director of Talent Acquisition

cirrus logic

Austin, Texas, United States (Hybrid)
3 Weeks ago

Get notifed when new similar jobs are uploaded

About The Company

Mumbai, Maharashtra, India (On-Site)

Delhi, India (On-Site)

Waterford, County Waterford, Ireland (Hybrid)

London, England, United Kingdom (On-Site)

Pune, Maharashtra, India (On-Site)

London, England, United Kingdom (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