Forward-Deployed Banker

About the role

About AlphaSense:

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. For more information, visit www.alpha-sense.com. Come join us.

About the Team:

The Customer Success organisation is composed of three teams: Pre-sales, Customer Success, and Support. The Customer Success Manager will join a team of trusted partners alongside their Account Manager, working closely with newly onboarded and existing clients to demonstrate the full value of our platform, develop strong client engagement, drive successful renewals and contribute to growth across dedicated accounts. They are natural problem-solvers, storytellers and product experts who thrive on helping customers make better and faster decisions.

Customer Success Managers combine deep product knowledge, industry experience and ability to build strong client relationships to ensure that each client interaction is both meaningful and impactful. Due to their extensive exposure to a variety of clients both on the buy-side and sell-side, they are the Voice of the Customer, working closely alongside our Product Management and Content teams to help determine future product developments, as well as playing a key role in product Betas and the customer feedback loop.

About the Role:

As a Forward-Deployed Banker, you will play a critical role in driving product adoption and delivering ongoing value to our clients, working closely with the wider account team to positively impact net retention. You’ll engage directly with clients and develop a comprehensive understanding of their workflows, challenges, and goals; bridging the gap between the powerful capabilities of our technology and the domain-specific needs of financial professionals across: Asset Management, Investment Banking, Private Equity/Venture Capital and Hedge Funds.

What You’ll Do:

- Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with your Account Manager and the wider account management team to ensure continuous alignment of account strategies and goals.

- Leverage Data Driven Insights: Use internal data tools to monitor client engagement, identify opportunities to showcase value, and strengthen platform adoption. Proactively seek growth opportunities while also detecting early signs of churn risk to support retention and long-term account success.