Customer Success Manager, Financial Services
Core
Drive product adoption and value for financial services clients using AI-driven market intelligence platform.
Role type
Senior Customer Success Manager (Financial Services)
Builds
Enterprise AI market intelligence platform for financial professionals
Domain
Financial Services / AI / Market Intelligence
Deliverable
production ML models | product features
Required skills
Financial services domain expertise, client relationship management, data-driven insights, consultative selling, cross-functional collaboration, product feedback translation
Preferred skills
Generative AI knowledge, executive presence, white glove service delivery, workflow transformation
Technologies
AlphaSense platform, internal data tools
Responsibilities
Partner with GTM teams to align account strategies, monitor client engagement and identify churn risks, build and curate bespoke financial use cases, engage directly with investment professionals to understand challenges, translate client feedback to product teams
Seniority
Mid-Senior, hands-on IC
