Customer Success Manager, Corporate

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The world’s most sophisticated companies rely on Alpha Sense to remove uncertainty from decision‑making. With market intelligence and search built on proven AI, Alpha Sense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by Alpha Sense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI‑driven market intelligence.

Together, Alpha Sense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, Alpha Sense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.

The Customer Success organization is composed of four teams: pre‑sales, customer success, account management, and support. The CS org is dedicated to ensuring every client realizes the full value of their investment in our platform, working as an integrated partner to help clients achieve meaningful outcomes and embed Alpha Sense into their everyday decision‑making. By blending industry knowledge, product expertise, and a deep understanding of client priorities, the team helps organisations uncover new use cases, accelerate adoption, and sustain long‑term growth.

Their close engagement with clients also creates a powerful feedback loop—informing product innovation, shaping content strategy, and ensuring that the evolving needs of the financial services community are consistently reflected in how Alpha Sense delivers value.

The Customer Success Manager (CSM) role at Alpha Sense is central to ensuring our clients realize measurable outcomes from their investment in our platform. CSMs partner with Account Managers to optimise the customer journey, delivering value from the moment they join Alpha Sense by focusing on strong product adoption and engagement. You will proactively monitor usage, adoption, and account health, while aligning Alpha Sense to client goals and embedding our platform into their day‑to‑day workflows.

• Client Engagement:
  Engage front‑line with end users through virtual and in‑person meetings, email, and warm calling to deliver value through platform adoption and use‑case mapping.
• Drive Adoption & Value:
  Monitor usage, deliver tailored strategies, and lead client sessions that unblock any barriers to feature adoption.
• Onboarding & Ongoing Training:
  Guide new clients through onboarding, training, and best‑practice adoption to ensure a strong foundation, both virtually and in person.
• Retention & Growth:
  Partner with sales and account management teams by strengthening adoption to support renewals and articulating Alpha Sense’s differentiated and competitive value.
• Data‑Driven Mindset:
  Proactively leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen our customers’ ROI case for Alpha Sense.
• Voice of the Customer:
  Advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams, collecting client value stories, and using those insights to shape priorities and strategy.

• 2–4+ years of experience in Customer Success, Account Management, or a client‑facing SaaS role (financial data experience a plus).
• Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes.
• Comfortable using data to inform decisions, with strong organisational and time‑management skills.
• A proactive, curious, and consultative professional who thrives in fast‑paced environments and values collaboration.
• Excellent…