Account Manager, Financial Services

The role

The Account Manager, Financial Services develops relationships with customers to retain and grow the customer base. You will serve as the main point of contact for Financial clients including Hedge Funds, Asset Managers, Investment Banks, and Private Equity firms.

What you will do

• Maximize retention rate across the book of business
• Increase and drive adoption of AlphaSense solutions into other business units
• Identify revenue at risk to prevent churn
• Forecast retention rates
• Collaborate with Account Executives to identify growth opportunities
• Cultivate relationships with users and key stakeholders
• Hold Business Reviews with key stakeholders
• Plan and execute new user onboarding and training initiatives
• Perform proactive outreach with relevant material
• Serve as physical presence within each client through floor walks and lunch and learns

Required qualifications

• Business proficiency in Chinese/Mandarin and English
• Ability to develop rapport with Fortune 1000 clients and/or financial services companies
• Strong business acumen
• Exceptional oral, written and presentation skills

Nice to have

• Exposure to AI and/or research-based products

About the company

AlphaSense is an AI platform for market intelligence and workflow orchestration. The platform uses domain-specific AI and a content universe of over 500 million premium business documents.