Forward-Deployed Banker
Core
Drive product adoption and deliver ongoing value to financial services clients by bridging AlphaSense's AI capabilities with their domain-specific needs.
Role type
Senior Customer Success Manager (Forward-Deployed)
Builds
Client engagement strategies, bespoke financial use cases, and long-term account retention.
Domain
Financial Services (Asset Management, Investment Banking, PE/VC, Hedge Funds) + Generative AI
Required skills
Front-office investment banking experience, capital markets processes, client-facing deal execution, Generative AI knowledge, consultative selling, stakeholder management, data-driven insights, workflow transformation
Preferred skills
Exposure to multiple product areas (DCM, ECM, M&A, Leveraged Finance), executive presence, white glove service, cross-functional collaboration
Technologies
AlphaSense platform, internal data tools, Generative AI solutions
Responsibilities
Partner with GTM teams to align account strategies, leverage data to identify growth/churn risks, build and curate financial use cases, engage directly with investment professionals, translate client feedback to product teams
Seniority
Senior, hands-on IC
