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
AI-powered market intelligence platform for buy-side and sell-side financial professionals
Domain
Financial Services / AI / Market Intelligence
Deliverable
production ML models
Required skills
Financial Services domain expertise, Generative AI knowledge, consultative selling, data analysis, stakeholder management, product feedback translation
Preferred skills
Experience in Asset Management, Investment Banking, PE/VC, or Hedge Funds, white glove service delivery
Technologies
AlphaSense platform, internal data tools
Responsibilities
Partner with GTM teams to align account strategies, leverage data to monitor 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
