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Customer Success Manager, Financial Services - High Growth

AlphaSense

New York, NY · Mid

$80,000 – $95,000

Listed on AlphaSense’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

This Customer Success Manager role at AlphaSense supports enterprise clients in the financial services sector, managing a high-volume portfolio of roughly 50 accounts while driving platform adoption and identifying growth opportunities. The position suits experienced CSMs or account managers who thrive under structured processes, excel at stakeholder engagement, and can translate technical concepts to non-technical executives.

Our summary, not AlphaSense’s wording. The full posting is on their site.

Skills this role names

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What they ask for

Required

  • 2–4+ years of Customer Success, Account Management, Consulting, or Financial Services Analyst experience
  • High-volume account portfolio management (~50 accounts)
  • Ability to lead technical discussions and translate complex concepts for senior executives
  • Strategic workshop facilitation and client engagement
  • New York City office presence at least 1x per week

Nice to have

  • Former Financial Services Analyst background
  • Experience leading competitive defense conversations
  • Experience with MCP (Model Context Protocol)

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