Account Manager, Financial Services

• Maximize retention rate across the book of business
• Increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities
• Exceed monthly, quarterly and annual revenue goals
• Identify revenue at risk to prevent churn
• Forecast retention rates
• Collaborate with Account Executives to identify growth opportunities within the book of business
• Understand the ins and out of the business, roles, responsibilities, projects, performance metrics, etc. within our client base
• Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner
• Hold Business Reviews with key stakeholders
• Plan and execute new user onboarding and training initiatives
• Consistent proactive outreach with relevant material and information
• Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
• Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense
• Acquire value stories and product feedback from clients and circulate internally
• Allocate time effectively to work most closely with high and mid-touch accounts

• Strong ability to develop instant rapport with new people
• Demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies
• Excel at internal and external relationship management
• Strong business acumen and commitment to effective processes and tactics
• Natural intellectual curiosity with the ability to learn and adapt quickly
• Understand best practices for client engagement within a SaaS environment
• Preferably with exposure to AI and/or research-based products
• Set the example for grit, work ethic, initiative, enthusiasm and commitment
• Exceptional oral, written and presentation skills
• Ability to distill and explain complex issues in simple terms

Exposure to AI and/or research-based products