Account Manager, Financial Services
Core
Strategic Account Manager for Financial Services clients, serving as the main point of contact for retention, growth, and relationship management within the AlphaSense AI platform ecosystem.
Role type
Senior Account Manager (Financial Services)
Builds
Enterprise AI market intelligence platform for financial institutions
Domain
Financial Services / AI / Market Intelligence
Deliverable
production ML models
Required skills
Business proficiency in Chinese/Mandarin and English, relationship management, business acumen, SaaS client engagement, complex issue distillation, proactive outreach, stakeholder cultivation, business review execution, onboarding and training, value story acquisition
Preferred skills
Experience with AI or research-based products, exposure to Fortune 1000 clients
Technologies
AlphaSense platform (Generative Search, Generative Grid, Deep Research)
Responsibilities
Maximize retention rate across the book of business, increase and drive adoption of AlphaSense solutions into other business units of existing clients, identify revenue at risk to prevent churn, forecast retention rates, collaborate with Account Executives to identify growth opportunities, cultivate relationships with users and key stakeholders, hold Business Reviews with key stakeholders, plan and execute new user onboarding and training initiatives, serve as physical presence within client organizations, acquire value stories and product feedback from clients, allocate time effectively to work most closely with high and mid-touch accounts
Seniority
Senior, hands-on IC
