Account Manager

Summary

Join AlphaSense as an Account Manager, Financial Services, and cultivate three-dimensional relationships with clients to retain and grow our customer base. You will be the primary point of contact for financial clients, handling queries, engagement, updates, and renewals. Collaborate with account executives to identify new business opportunities and expand our footprint within each client account. Extract knowledge from clients to improve internal strategies and communication. Key responsibilities include maximizing retention, driving adoption of AlphaSense solutions, identifying revenue at risk, and collaborating with Account Executives to uncover growth opportunities. You will also conduct business reviews, plan onboarding initiatives, and maintain consistent proactive outreach. Finally, you will serve as an advocate for both AlphaSense and the client.

Requirements

• Relationship-driven: You have a strong ability to develop instant rapport with new people and you’ve demonstrated success at managing and growing relationships within Fortune 1000 clients and/or financial services companies
• A subject matter expert: You excel at what you do and know how to succeed within your role -- this includes both internal and external relationship management as well as strong business acumen and commitment to effective processes and tactics
• Energetic and Creative: You possess a natural intellectual curiosity with the ability to learn and adapt quickly
• You understand our business: We are a rapidly growing SaaS company and are incredibly passionate about our product. We are looking for individuals who understand best practices for client engagement within a SaaS environment
• Committed to delivering results: You set the example for grit, work ethic, initiative, enthusiasm and commitment amongst your peers
• A strong communicator: You’ll regularly be engaged with anyone from an Analyst to a C-level executive and that requires exceptional oral, written and presentation skills. You’ll need to distill and explain complex issues in simple terms

Responsibilities

• Forecast and maximize retention rate across the book of business
• Increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals
• Identify revenue at risk in order to best position the company to prevent churn
• Collaborate with Account Executives to identify growth opportunities within the book of business
• Understand the ins and out of the business, roles, responsibilities, projects, performance metrics, etc. within our client base in order to more effectively: 1) communicate with users, 2) communicate with decision makers, 3) identify white space, 4) partner with AE to craft most compelling messaging to prospective users
• Cultivate relationships with users and key stakeholders to ensure AlphaSense is viewed as a business partner rather than vendor
• Hold Business Reviews with key stakeholders
• Plan and execute new user onboarding and training initiatives
• Consistent proactive outreach with material and information that’s relevant for our user base
• Serve as our boots on the ground and physical presence within each client (floor walks, lunch and learns, etc.)
• Serve as both the advocate for AlphaSense to the client, and the client advocate within AlphaSense
• Acquire value stories and product feedback from clients. Circulate internally to assist with product development, marketing, sales efforts

Benefits

• You may also be offered a performance-based bonus, equity, and a generous benefits program
• $100,000 — $110,000 USD