Account Manager, Financial Services

About the role

AlphaSense is an AI platform for market intelligence and workflow orchestration, serving Fortune 1000 companies and major financial institutions. Its Customer Success team is consultative and focused on retaining customers, maximising product usage and growing the business together with the sales team. The Account Manager, Financial Services acts as the main point of contact for financial clients on inbound queries, outbound engagement, relationship updates and renewals, working primarily with hedge funds, asset managers, investment banks and private equity firms.

Key responsibilities

• Maximise retention across the book of business and forecast retention rates.
• Increase adoption of AlphaSense solutions across existing clients' business units and exceed monthly, quarterly and annual revenue goals.
• Identify revenue at risk to prevent churn and work with account executives to find growth opportunities.
• Understand clients' business, roles, projects and metrics so you can communicate with users and decision-makers, spot white space and craft compelling messages with account executives.
• Cultivate relationships so AlphaSense is seen as a business partner, hold business reviews and plan and run onboarding and training.
• Proactively reach out with relevant material and act as a physical presence on site (floor walks, lunch and learns).
• Gather value stories and product feedback and circulate them internally to support product, marketing and sales.

Required profile

• Bilingual business proficiency in Chinese/Mandarin and English to serve clients in the Chinese/Mandarin-speaking market.
• Ability to build rapport quickly and manage and grow relationships with Fortune 1000 and financial services clients.
• Subject-matter expertise, strong business acumen and process discipline.
• Curiosity, quick learning and adaptability.
• Understanding of SaaS client engagement best practices, preferably with exposure to AI and/or research-based products.
• Strong oral, written and presentation skills, able to explain complex issues simply.