Application Specialist, Financial Data

The role

This role works at the intersection of sales, customer success, and technical implementation for financial data products. The specialist builds client relationships, provides technical demonstrations, and helps drive product adoption through custom solutions.

What you will do

• Assist sales in demos and strategic trials of financial data solutions
• Run trial training calls and overcome common objections
• Provide advanced training, customizations, and product consultations to users
• Build custom solutions for clients using Excel, AI, and add-ins
• Package use cases for sales and account management via videos, enablement, and support articles
• Field feedback and identify product opportunities to relay to the organization
• Act as an escalation point for product and support teams regarding Excel Add-ins
• Integrate quantitative products into client workflows
• Collaborate with the US-based Financial Data team

Required qualifications

• 2-4 years of relevant experience in equity research, investment management, private equity, accounting or consulting
• Strong Excel abilities
• Outstanding oral, written, and presentation skills
• Attention to detail, time management, and task prioritization
• Ability and interest to work autonomously
• Strong foundation in Finance, such as working towards your CFA or bachelor’s degree in Economics/Finance/Accounting

Nice to have

• Exposure to different valuation techniques such as DCF, precedent transactions, trading multiples, 3 statement analysis

About the company

AlphaSense is an AI platform for market intelligence and workflow orchestration. The platform uses domain-specific AI and a vast content universe to help professionals extract critical insights.