Account Manager, Financial Services

Location: New York City preferred, also open to Boston or Chicago 

Reports to: Director, Account Management

About the Role: 

We are looking for a high-impact Account Manager to develop and expand our most critical relationships within the Financial Services Strategics sector. In this role, you’ll be expected to collaborate with a team of account executives and customer success managers to ensure clients are seeing long term success with our product and help expand our footprint within each client account.

Operating as a trusted advisor, Account Managers engage stakeholders from daily users to senior executives within the world’s most sophisticated investment banks, asset managers, and hedge funds.

Success is measured by your ability to protect and expand revenue. You will carry targets tied to Gross Dollar Retention (GDR) and Net Dollar Retention (NDR). In addition to driving retention and growth, you will bring client insights back to product, marketing, and sales to influence company strategy and execution.

Who You Are:

• Strategic Relationship Builder: Anchored by robust account planning and mapping, you excel at multi-threading across complex organizations to turn daily users into lifelong brand champions. You build trust at every level—from hands-on practitioners to C-suite executives—and strategically deploy internal experts to ensure your users always win.
• 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.
• Business-Savvy Operator: You excel in both internal and external stakeholder management, bring strong business acumen, and execute with disciplined processes and tactics.
• Energetic and Adaptable: You are intellectually curious, quick to learn, and able to shift between technical deep dives and executive-level strategy discussions, tailoring messaging to diverse stakeholders.
• Results-Driven Owner: You demonstrate grit, initiative, accountability, and an ownership mindset for the health and growth of your portfolio.
• Exceptional Communicator: You can distill complex topics quickly and move conversations toward decisions in time-sensitive situations.

What You’ll Do: 

Customer Ownership & Retention

• Own renewals end-to-end, including strategy, forecasting, timing, and execution
• Identify risk early and drive mitigation plans decisively with internal partners
• Maintain accurate forecasts, disciplined account plans, and clear next steps

Growth & Expansion

• Identify and drive expansion opportunities by building conviction around value and outcomes 
• Partner with Account Executives to execute upsell motions within existing clients through sourcing pipeline 
• Increase adoption by aligning AlphaSense to real client workflows and priorities

Value Delivery & Executive Engagement

• Ensure AlphaSense delivers sustained value throughout the customer lifecycle
• Lead focused, outcome-driven executive conversations and business reviews
• Build multi-threaded relationships across users, decision-makers, and sponsors

Internal Collaboration & Execution

• Move quickly and stay aligned across Sales, Customer Success, Product, RevOps, and Support
• Maintain a high bar for CRM hygiene, forecasting accuracy, and follow-through
• Prioritize relentlessly across a demanding book of business.