Implementation Manager, Financial Services

Posted Yesterday
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Hiring Remotely in New York, NY, USA
Remote or Hybrid
Mid level
Artificial Intelligence • Fintech • Machine Learning • Natural Language Processing • Business Intelligence
AlphaSense empower professionals to make smarter business decisions with confidence and speed.
The Role
Own enterprise client onboarding and rollout programs from pre-sale handoff through the first 90 days. Coordinate Sales, Marketing, Product, Account Management, and Customer Success teams; lead status meetings; monitor adoption metrics; identify risks and bottlenecks; translate usage data into actionable insights; and develop scalable onboarding processes, playbooks, and maintenance plans for financial services clients.
Summary Generated by Built In
About AlphaSense: 

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense 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 AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense 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, AlphaSense 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!

Location: UK Remote

Reports to: Team Lead, Strategic Deployments

About the Role

We are seeking an organized, data-driven, and client-focused Implementation Manager to join our growing Customer Success team at AlphaSense. In this role, you will own the onboarding and rollout program for our largest enterprise clients, starting at the pre-sale handoff and running through the first 90 days of adoption. As the first hire on this team in the EMEA region, you will help shape how onboarding programs run for our largest clients in the region. You will work closely with the existing team in the US and with Account Managers and Customer Success Managers based in EMEA. You will coordinate the work that moves a newly signed client from purchase to sustained usage at scale, partnering with Account Managers and Customer Success Managers throughout. Your focus is on program coordination and driving adoption. If you've worked as an Onboarding Manager, Enterprise/Scaled Customer Success Manager, or any other form of program management role where the focus was adoption post roll-out, then this position may be a good fit for you!

Who You Are
  • 4+ years in a client-facing onboarding, customer success, or program management role in a B2B SaaS environment. Relevant backgrounds include Onboarding Manager, Enterprise or Scaled Customer Success Manager, and Professional Services or Implementation roles where the focus was rollout and adoption 
  • Experience working with, at, or alongside financial services organizations such as investment banks, hedge funds, private equity firms, and venture capital firms. You understand how these firms operate, who their senior decision makers are, and how research and market intelligence tools fit into their day-to-day work. Experience with investment banking and hedge fund clients is especially relevant
  • Experience with change management practices that help client organizations adopt a new tool after purchase
  • Sense of seeing a program through to completion and managing tasks. Familiarity with project management tools (Linear, Jira, Asana, Rocketlane) and CRM software (Salesforce) for tracking rollouts and client information is a must
  • Ability to work with adoption data, read signals such as time to first login and platform utilization, understand key trends, and develop both internal and external reports. Must be proficient in Microsoft Excel or Google Sheets (pivot tables, complex formulas, data validation)
  • Interest in identifying operational inefficiencies and driving organizational change through scalable processes and documentation
  • Strong communication skills to work with senior client stakeholders such as managing directors and partners, ensuring internal teams are aligned and projects are on track
What You'll Do
  • Own the onboarding and rollout program for large enterprise clients, including the project plan, critical milestones, and risk mitigation, from the pre-sale handoff through the first 90 days
  • Serve as one of the main points of contact for the rollout, leading regular status meetings and aligning resources across Sales, Marketing, Product, and Customer Success
  • Track signals such as time to first login, percentage of users reaching first login, retention on platform, and frequency of use, then act on them alongside the account team
  • Partner with Sales before close to shape the rollout plan, then hand each account to Account Managers and Customer Success Managers with a maintenance plan after roughly 90 days
  • Analyze adoption trends and potential bottlenecks and translate the data into clear, actionable insights for internal teams and client stakeholders
  • Identify areas for improvement in our onboarding approach, document best practices and standardized playbooks, and build scalable processes for a smoother, faster onboarding experience across future clients
  • Develop an understanding of the product, the customer persona, the reason for investment, and how this maps back to the customer lifecycle

#LI-Remote

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

  • AlphaSense never asks candidates to pay for job applications, equipment, or training.
  • All official communications will come from an @alpha-sense.com email address.
  • If you’re unsure about a job posting or recruiter, verify it on our Careers page.

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

Skills Required

  • 4+ years of experience in client-facing onboarding, customer success, program management, professional services, or implementation roles in a B2B SaaS environment
  • Experience working with or alongside financial services organizations, including investment banks, hedge funds, private equity firms, or venture capital firms
  • Experience with change management practices that support adoption of new tools after purchase
  • Experience managing programs through completion, including tasks, milestones, project plans, and risk mitigation
  • Familiarity with Linear, Jira, Asana, or Rocketlane
  • Experience using Salesforce or comparable CRM software to track rollouts and client information
  • Ability to analyze adoption data and develop internal and external reports
  • Proficiency with Microsoft Excel or Google Sheets, including pivot tables, complex formulas, and data validation
  • Strong communication skills with senior client stakeholders and internal cross-functional teams

AlphaSense Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AlphaSense and has not been reviewed or approved by AlphaSense.

  • Inclusive Benefits Coverage — Healthcare offerings include gender-affirming care and unlimited fertility coverage in addition to comprehensive medical options. Mental-health resources and an assistance program are also emphasized.
  • Leave & Time Off Breadth — PTO is presented as generous or unlimited in the U.S., with volunteer days and notable parental leave for primary caregivers. These policies indicate flexible time-away support.
  • Strong & Reliable Incentives — On-target earnings for several sales functions are positioned as competitive, offering meaningful upside when targets are met.

AlphaSense Insights

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The Company
HQ: New York, NY
2,000 Employees
Year Founded: 2011

What We Do

AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, AlphaSense helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, AlphaSense delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real-time information quickly. Headquartered in New York City, AlphaSense employs over 2,000 people across offices in the U.S., U.K., Finland, India, Canada, and Ireland. For more information, please visit www.alpha-sense.com.

Why Work With Us

AlphaSense is shaping how companies make decisions. We're product-driven and customer obsessed in our mission to take decision makers from complexity to clarity. Our culture balances ambition with humility, autonomy with teamwork. With mentorship and real ownership, you’ll have everything you need to keep evolving, personally and professionally.

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