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

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.