Application Specialist, Financial Data
Core
Client-facing specialist bridging sales, customer success, and technical implementation for AlphaSense's financial data products, driving adoption and optimizing go-to-market strategies.
Role type
Senior IC Application Specialist (Financial Data)
Builds
Custom templates, bespoke modeling tools, and enablement content for enterprise financial clients
Domain
Financial services / Capital markets / AI-driven market intelligence
Deliverable
product features
Required skills
Quantitative analysis, Excel (including VBA), client relationship management, product feedback synthesis, technical implementation support, financial data expertise
Preferred skills
CFA candidate status, equity research background, investment management experience, private equity experience, accounting background, consulting experience
Technologies
AlphaSense platform, Excel, Excel Add-ins
Responsibilities
Assist sales in demos and strategic trials; provide advanced training and customizations to drive customer adoption; create enablement content (videos, articles); field customer feedback to inform product direction; act as escalation point for complex integration issues
Seniority
Mid-level, hands-on IC