Product Specialist, Financial Services

Location: New York City Preferred, Remote considered

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

• Client Engagement: Work directly with the world’s largest and most successful investment banks, hedge funds, private equity firms, and asset managers to drive platform adoption and deliver value. Conduct on-site client visits, host training sessions, and provide strategic guidance to ensure users maximize their AlphaSense experience. Serve as a trusted advisor, understanding client workflows and proactively addressing their needs.
• Customer Health: Partner closely with account management to engage with users, provide tailored training, optimize workflows, and deliver ongoing product consultations to enhance client success and retention.
• Growth Initiatives: Support sales efforts by leading product demos, assisting in pitches, and overcoming common objections. Run trial training calls to showcase AlphaSense’s value and help convert prospects into long-term users.
• Market Insights & Advisory: Identify key market trends and insights, curating timely and relevant content that enhances client engagement. Package this intelligence for use in demos, sales outreach, and account management communications.
• Product Direction: Leverage deep product and client knowledge to field feedback, identify opportunities for product enhancements, and collaborate with teams across sales, account management, and product development to drive meaningful improvements

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.
• Must be willing to work from our NYC office at least 1 day per week