Pre-Sales Consultant, Financial Services

About AlphaSenseThe world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. Our platform provides market intelligence and search built on proven AI, delivering insights from a wide range of public and private content, including equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 accelerates our mission to empower professionals to make smarter decisions through AI-driven market intelligence. Our platform is trusted by over 6,000 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.Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.About AlphaSenseThe 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.Our platform is trusted by over 6,000 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 usAbout The TeamThe Customer Success organization is composed of three teams: pre-sales, customer success, and support. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue. They are problem-solvers, storytellers, and product experts who thrive on helping customers make better and faster decisions.Pre-Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high-impact evaluations. This role is specific to the Financial Services vertical, engaging with decision-makers and users to uncover use cases, run tailored demos, and guide prospects to successful outcomes. Due to their extensive exposure to clients, they are in a prime position to partner with 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 & What You’ll DoAs a Pre-Sales Consultant focused on Financial Services, you will work as part of the sales cycle to bridge the capabilities of our technology with the domain-specific needs and workflows of our clients. You will drive value to our clients, champion their perspective, and help define future use cases in AlphaSense for key personas, including Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.What You Will DoPartner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with Account Executives to take ownership of and run seamless product evaluations in order to drive new business revenue growth.Build and Curate Financial Services Use Cases: Conduct targeted discovery into clients' unique research workflows and pain points to help them leverage AlphaSense for bespoke use cases. Continue to develop new and emerging use cases with clients as AlphaSense’s capabilities evolve.Forge and Maintain Strong Client Relationships: Engage with investment professionals at financial institutions to understand their challenges. Build rapport with prospects and establish yourself as a credible domain and product expert throughout evaluation to close.Contribute to Product Development: Translate client feedback and share product and content improvements internally.Who You AreYou have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about applying AI to the industry. You are a systems thinker who continuously improves processes and thrives in a fast-growing, entrepreneurial team culture.What You BringFinancial Services Expertise: 2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organization, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds.Curiosity About Generative AI in Financial Services: Interest in the transformative potential of AI for the financial sector and knowledge of GenAI in Financial Services.Executive Presence & Presentation Skills: Ability to engage stakeholders at all levels and explain technical solutions to business audiences. Comfortable with evaluations of varying lengths/forms (on-site workshops, whiteboard sessions, multi-call demos).High-Impact, Ownership Mindset: Ability to work autonomously, tackle questions with enthusiasm, and drive workflow transformation at major financial firms.Consultative Approach: Articulate, consultative, and able to distill and explain complex issues simply.Team Player: Strong internal relationship builder with a proactive attitude.Collaboration & Influence: Ability to work cross-functionally and distill client feedback to GTM, Product, and Content teams to improve capabilities and offerings.Equal Opportunity Notice: 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. xpwpeyx We also provide reasonable accommodation to qualified employees with protected disabilities to the extent required by applicable laws and regulations where a particular employee works.#J-18808-Ljbffr