Sales Engagement Consultant, Financial Services

Job Posted 4 Days Ago Reposted 4 Days Ago
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New York, NY
Hybrid
75K-90K Annually
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
The role involves client engagement, providing product demonstrations and training, supporting sales efforts, and advising on market trends to ensure client success and product adoption.
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 4,000 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: New York City Preferred, Remote considered

Reports To: Director of Customer Success

About the Role

The Sales Engagement Consultant/Product Specialist role at AlphaSense lives at the intersection of sales, customer success, and technical support. Product Specialists are tasked with building relationships with prospective clients by providing support and deep technical knowledge to demonstrate the value of AlphaSense while helping to drive adoption.  Due to the extensive exposure that Product Specialists have with clients, they’re also in a prime location to partner with our sales and product teams in determining future product developments that will resonate with the market.
What You’ll Do

  • Client Engagement: Work directly with the world’s largest and most successful investment banks, hedge funds, private equity firms, and asset managers to drive platform adoption and deliver value. Conduct on-site client visits, host training sessions, and provide strategic guidance to ensure users maximize their AlphaSense experience. Serve as a trusted advisor, understanding client workflows and proactively addressing their needs.
  • Customer Health: Partner closely with account management to engage with users, provide tailored training, optimize workflows, and deliver ongoing product consultations to enhance client success and retention.
  • Growth Initiatives: Support sales efforts by leading product demos, assisting in pitches, and overcoming common objections. Run trial training calls to showcase AlphaSense’s value and help convert prospects into long-term users.
  • Market Insights & Advisory: Identify key market trends and insights, curating timely and relevant content that enhances client engagement. Package this intelligence for use in demos, sales outreach, and account management communications.
  • Product Direction: Leverage deep product and client knowledge to field feedback, identify opportunities for product enhancements, and collaborate with teams across sales, account management, and product development to drive meaningful improvements

Who You Are

  • A client-facing professional with a superior ability to develop rapport with new people, and to maintain relationships, combined with a positive and proactive personality.
  • A skilled communicator who can engage at any level of an organization.
  • An energetic and creative individual, possessing natural curiosity with the ability to learn quickly and adapt
  • Eager to learn - Due to our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job!
  • Able to distill and explain complex issues in simple terms.
  • Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture.
  • Strong time management and task prioritization skills.
  • Must be willing to work from our NYC office at least 1 day per week*

For base compensation, we set standard ranges for all US-based roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

You may also be offered a performance-based bonus, equity, and a generous benefits program.

Base Compensation Range

$75,000$90,000 USD

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.

Top Skills

AI
Market Intelligence
Technical Support
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The Company
HQ: New York, NY
2,000 Employees
Hybrid Workplace
Year Founded: 2011

What We Do

AlphaSense is a market intelligence and search platform used by the world’s leading companies and financial institutions. Since 2011, our AI-based technology has helped professionals make smarter business decisions by delivering insights from an extensive universe of public and private content—including company filings, event transcripts, expert calls, news, trade journals, and equity research. Our platform is trusted by over 3,500 enterprise customers, including a majority of the S&P 500.

Headquartered in New York City, AlphaSense employs over 1,000 people across offices in the U.S., U.K., Germany, Finland, and India. For more information, please visit www.alpha-sense.com.

Why Work With Us

It takes a special kind of person to build something new. It’s not for everyone -- the hours can be long and the work hard. But for those of you who love to build, stretch, and innovate you’ve found your new workplace.

We pride ourselves on being customer obsessed, product led, and offer near endless growth for people who want to build.

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