Pre-Sales Consultant, Financial Services

About Alpha Sense

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. Come join us!

The Customer Success organisation is composed of three teams: pre‑sales, customer success, and support. The Pre‑Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue. They are problem‑solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions.

Pre‑Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high‑impact evaluations. This role is specific to the Financial Services vertical, engaging with decision‑makers and users to uncover use cases, run tailored demos and evaluations, whilst guiding prospects to successful outcomes. Due to its extensive client exposure, this role is uniquely positioned to partner with cross‑functional teams across Product, Content, Sales, Customer Success, Marketing, and Customer Education to inform go‑to‑market strategy and decisions.

As a Pre‑Sales Consultant focused on Financial Services, you will work as part of the sales cycle to bridge the capabilities of our technology with the domain‑specific needs and workflows of our clients. You will not only drive value to our clients, but also champion their perspective and play a critical role in defining future use‑cases in Alpha Sense for key personas, including Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.

• Partner with GTM Teams to Drive Commercial Outcomes:
  Collaborate closely with Account Executives to take ownership of and run seamless product evaluations in order to drive new business revenue growth.
• Build and Curate Financial Services Use Cases:
  Conduct targeted discovery into clients' unique research workflows and pain points in order to help them effectively leverage Alpha Sense for their bespoke use cases. Continue to seek out and develop new and emerging use cases with clients as Alpha Sense’s capabilities evolve.
• Forge and Maintain Strong Client Relationships:
  Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges. Build strong rapport with prospects and establish yourself as a credible domain and product expert who is capable of partnering with them and driving value from evaluation inception through to close.
• Contribute to Product Development:
  Translate client feedback and proactively share product & content improvements/enhancement requests internally.

You have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about the application of AI to the industry. You are a systems thinker with an ambition to continuously improve processes and a desire to contribute to a fast‑growing, entrepreneurial team culture.

• Financial Services Expertise: 2+ years’ experience in a Financial…