Customer Success Manager, Financial Services - Strategic

About the position The Customer Success organization is dedicated to ensuring every client realizes the full value of their investment. The Strategic team specifically focuses on depth of engagement, account-level influence, and sophisticated business partnership. We are looking for a CSM who thrives in high-pressure environments and possesses the domain authority to lead open-ended, tailored discussions across multiple business units. This CSM must be a commercial strategist capable of navigating complex stakeholder dynamics within a select group of 8-12 Strategic accounts, ensuring AlphaSense is not just a tool, but a mission-critical component of the client's technology stack. Responsibilities • Act as the \"Account Expert\" for a select group of Financial Service Strategic clients, navigating and influencing multiple business units to drive business outcomes and product adoption. • Leverage technical authority to lead sophisticated dialogues (APIs, LLMs, integrations) that transform AlphaSense from a software vendor into an embedded, mission-critical business partner. • Exercise full autonomy in commanding virtual and in-person rooms, leading high-stakes executive workshops and onsite \"Lunch & Learns\" with senior-level stakeholders. • Architect onboarding journeys and trial success plans that build belief from day one by mapping product capabilities to the client's most complex business challenges. • Partner with Sales and Account Management as a commercial strategist to identify organic expansion opportunities and defend renewals by articulating account-specific ROI. • Proactively mitigate risk by synthesizing quantitative usage metrics with qualitative \"human\" signals, such as sentiment and organizational shifts, to anticipate needs before they appear in data. • Serve as a high-level cross-functional bridge, distilling complex client feedback and stakeholder dynamics into actionable insights for the AM, Product and Support teams. Requirements • 2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial services experience a plus). • Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes. • Comfortable using data to inform decisions, with strong organizational and time-management skills. • A proactive, curious, and consultative professional who thrives in fast-paced environments and values collaboration. • Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment. • Ability to be in our NYC office 1x per week. Nice-to-haves • financial services experience Benefits • performance-based bonus • equity • generous benefits program