CSM Manager, FS HG

The role

You will lead and develop a team of 3 to 5 client-facing product experts. You will partner with sales teams to ensure high-impact demos and adoption campaigns for financial services accounts.

What you will do

• Manage a group of approximately 3-5 Product Specialists.
• Ensure team members have skills and tools to excel in pre- and post-sales engagements.
• Ensure engagements are persona-specific, data-driven, and tied to measurable outcomes.
• Partner with sales leadership to prioritize accounts and align team resources.
• Build scalable playbooks, demo flows, and talk tracks.
• Work with Enablement, Marketing, and Product teams to align messaging and share customer feedback.

Required qualifications

• 2+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar).
• 1+ years leading high-performing teams.
• Exceptional communicator with strong presentation skills.
• Ability to tailor narratives to senior stakeholders.
• Data-driven decision-maker who uses metrics and insights to prioritize and measure success.
• Ability to thrive in a fast-paced, high-growth environment.

Nice to have

• Deep understanding of financial services workflows
• Expertise in investment banking, private equity, and hedge funds

About the company

AlphaSense is the AI platform redefining market intelligence and workflow orchestration. The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents.