Customer Success Specialist, Financial Services

3 Months ago • All levels • Product Management

Job Summary

Job Description

The Customer Success Specialist at AlphaSense acts as a bridge between sales, customer success, and technical support. Responsibilities include providing first-line support via calls, emails, and chats, ensuring customer issues are resolved effectively or escalated appropriately. This role involves building strong client relationships, conducting training and consultations, and assisting sales with demos and pitches. The specialist will contribute to customer health by visiting clients and offering product customizations. Active participation in content generation for sales and account management, as well as contributing to product feedback and future development, is crucial. The role requires strong communication, technical aptitude, and problem-solving skills.
Must have:
  • Superior client relationship building
  • Excellent communication skills
  • Technical problem-solving
  • Proactive and positive attitude
  • Strong time management

Job Details

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.

Similar Jobs

Alphasense - Sales Engagement Consultant, Financial Services

Alphasense

New York, New York, United States (Hybrid)
4 Months ago
Riot Games - Product Coordinator, VALORANT SEA (Contract)

Riot Games

Singapore (On-Site)
3 Months ago
Keywords Studios - Senior Business Development Manager

Keywords Studios

Mexico (Remote)
1 Month ago
Google - Digital Marketing Strategist, gTech Ads

Google

Warsaw, Masovian Voivodeship, Poland (On-Site)
1 Day ago
DraftKings - Senior Associate Delivery Manager

DraftKings

United States (Remote)
1 Month ago
Unity - Android Team Lead

Unity

Tel Aviv-Yafo, Tel Aviv District, Israel (On-Site)
4 Months ago
Haptic - Head of Product

Haptic

United Kingdom (Remote)
3 Months ago
Google - Video Solutions Expert, gTech Ads Solutions

Google

São Paulo, State Of São Paulo, Brazil (On-Site)
1 Day ago
Aristocrat Gaming - Product Manager

Aristocrat Gaming

Sofia, Sofia City Province, Bulgaria (On-Site)
1 Week ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

PlayStation Global - Global Entertainment Services Manager (Latin America)

PlayStation Global

Los Angeles, California, United States (On-Site)
2 Months ago
Tencent - Tencent Cloud - Associate Account Representative (Sales Trainee Program)

Tencent

Bangkok, Bangkok, Thailand (On-Site)
2 Months ago
The Walt Disney Company - Lead Software Engineer

The Walt Disney Company

California, United States (On-Site)
2 Weeks ago
Google - Field Sales Representative III, Public Sector

Google

Cambridge, Massachusetts, United States (On-Site)
1 Day ago
Google - Senior Account Strategist, Mid-Market Sales

Google

Mountain View, California, United States (On-Site)
1 Week ago
Egnyte - Director, Customer Success - Strategic Accounts

Egnyte

Spokane, Washington, United States (Remote)
4 Weeks ago
Google - Strategic Agency Manager, Google Customer Solutions

Google

Dublin, County Dublin, Ireland (On-Site)
1 Week ago
HoYoverse - Customer Service - Senior Player Support Specialist (Tier 2)

HoYoverse

Singapore (On-Site)
5 Months ago
PlayStation Global - Senior Program Manager, Account & Identity

PlayStation Global

Carlsbad, California, United States (On-Site)
1 Month ago
ASSIST Software - Business Operations Specialist

ASSIST Software

Suceava, Suceava County, Romania (Remote)
3 Months ago

Get notifed when new similar jobs are uploaded

Jobs in London, England, United Kingdom

Lighthouse Games - Senior Tools Engineer

Lighthouse Games

England, United Kingdom (Hybrid)
1 Month ago
Tencent - Senior Technical Director

Tencent

London, England, United Kingdom (On-Site)
6 Months ago
Gunzilla - Release Manager

Gunzilla

London, England, United Kingdom (On-Site)
2 Weeks ago
InMobiInMobi - Director, Publisher Development

InMobiInMobi

London, England, United Kingdom (On-Site)
1 Month ago
Rebellion - Gameplay Programmer

Rebellion

Warwick, England, United Kingdom (Hybrid)
1 Month ago
SEGA - Senior UI Programmer

SEGA

Farnham, England, United Kingdom (Hybrid)
1 Week ago
Rockstar Games - Associate QA Tester: Online Services (Night Shift)

Rockstar Games

Lincoln, England, United Kingdom (On-Site)
3 Months ago
Universally Speaking - Thai Games Tester

Universally Speaking

England, United Kingdom (On-Site)
1 Month ago
Tencent - TiMi Europe- Senior business development manager

Tencent

London, England, United Kingdom (On-Site)
6 Months ago
Assystems - Senior Mechanical Design Engineer

Assystems

Derby, England, United Kingdom (Hybrid)
6 Months ago

Get notifed when new similar jobs are uploaded

Product Management Jobs

Assystems - Project Co-ordinator (Technical)

Assystems

Kavaratti, Lakshadweep, India (On-Site)
6 Months ago
Google - Software Engineering Manager, Chrome Identity

Google

Warsaw, Masovian Voivodeship, Poland (On-Site)
1 Week ago
Social Discovery Group - Deputy Head of Core Products

Social Discovery Group

Serbia (Remote)
4 Months ago
The Walt Disney Company - Manager, Application Technology

The Walt Disney Company

Glendale, California, United States (On-Site)
1 Day ago
Epic Games - Director, Product Management (Music)

Epic Games

(On-Site)
1 Month ago
Google - Senior Program Manager, Platforms and Devices, Site Reliability Engineering

Google

Sydney, New South Wales, Australia (On-Site)
1 Week ago
N-iX - Senior Project Manager

N-iX

Poland (Remote)
1 Week ago
Ubisoft - Project Management Assistant - Strategy & Operations - Internship (12 months)

Ubisoft

Paris, Île-de-France, France (On-Site)
2 Weeks ago
Warner Bros Games - VP, Market Intelligence & Insights

Warner Bros Games

Burbank, California, United States (Hybrid)
2 Months ago
ByteDance - Product Manager, Payment Solutions - Global Payment

ByteDance

Singapore (On-Site)
6 Months ago

Get notifed when new similar jobs are uploaded

About The Company

Singapore, Singapore (On-Site)

Remote, Oregon, United States (Remote)

United Kingdom (Remote)

London, England, United Kingdom (On-Site)

London, England, United Kingdom (On-Site)

Singapore, Singapore (On-Site)

Pune, Maharashtra, India (On-Site)

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

New York, New York, United States (Hybrid)

New York, New York, United States (Hybrid)

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