Account Manager, Financial Services (High Growth)
At a glance
Mid-level Account Management role at AlphaSense. New York · $100,000–$120,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Own renewals from planning through execution, keeping forecasts, account plans, and next actions accurate
- Spot account risk early and coordinate mitigation with internal partners across a demanding customer book
- Find expansion paths, build the value case, and work with Account Executives on upsell motions
- Increase adoption by connecting AlphaSense to customer workflows, priorities, and measurable outcomes
- Lead executive reviews while building relationships with users, decision-makers, and sponsors
What you bring
- You understand how financial firms operate and can engage sophisticated stakeholders credibly
- You bring SaaS account management fluency across usage value, renewals, forecasting, and performance metrics
- You think commercially about recurring revenue, customer risk, retention, and expansion
- You can prioritize competing demands, communicate complex topics clearly, and act decisively under pressure
Who this fits
This role suits a commercially minded account manager who can own retention and expansion for high-value financial-services customers. You’ll work in a fast-moving, high-pressure environment where priorities shift and clear ownership matters. The preferred setup is hybrid in New York City or remote from San Francisco.
From the employer
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: NYC (hybrid) or San Francisco (remote) Preferred
About the Role
This role sits on our Financial Services Account Management team where clients include Fortune 1000 firms and leading asset managers, hedge funds, and investment banks. Account Managers at AlphaSense own long-term outcomes for a named book of high-value Financial Services customers. They are the primary commercial and relationship owner, responsible for renewals, customer health, adoption, and expansion. They ensure AlphaSense is embedded in daily workflows and delivers measurable business impact.
Operating as a trusted advisor, Account Managers engage stakeholders from daily users to senior executives and partner closely with Account Executives on expansion opportunities, while retaining full accountability for retention and renewals.
This is a high-growth, high-velocity role in a fast-paced, pressurized environment. Success requires strong business judgment, comfort with ambiguity, clear ownership of outcomes, and the ability to prioritize and move quickly while staying accountable.
Who You Are
- Comfortable under pressure: You perform well in a high-growth environment where priorities shift and expectations are high. You take ownership and stay composed when things move fast.
- Commercially minded: You think in terms of outcomes and risk. You understand renewal ownership, expansion motions, and what it takes to protect recurring revenue.
- Financial Services literate: You have a solid understanding of how financial firms operate and can lead credible conversations with sophisticated stakeholders.
- Fluent in SaaS: You understand modern account management, including usage-based value, renewals, forecasting, and metrics-driven execution.
- Structured and proactive: You anticipate risk, manage competing demands, and operate with clarity and urgency.
- Strong communicator: You can distill complex topics quickly and move conversations toward decisions in time-sensitive situations.
What You’ll Do
- Customer Ownership & Retention
- Own renewals end-to-end, including strategy, forecasting, timing, and execution
- Identify risk early and drive mitigation plans decisively with internal partners
- Maintain accurate forecasts, disciplined account plans, and clear next steps
- Growth & Expansion
- Identify and drive expansion opportunities by building conviction around value and outcomes
- Partner with Account Executives to execute upsell motions within existing clients
- Increase adoption by aligning AlphaSense to real client workflows and priorities
- Value Delivery & Executive Engagement
- Ensure AlphaSense delivers sustained value throughout the customer lifecycle
- Lead focused, outcome-driven executive conversations and business reviews
- Build multi-threaded relationships across users, decision-makers, and sponsors
- Internal Collaboration & Execution
- Move quickly and stay aligned across Sales, Customer Success, Product, RevOps, and Support
- Maintain a high bar for CRM hygiene, forecasting accuracy, and follow-through
- Prioritize relentlessly across a demanding book of business.
For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.
You may also be offered a performance-based bonus, equity, and a generous benefits program.
Base Compensation Range$100,000—$120,000 USDAlphaSense 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.
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