Pre-Sales Consultant, Financial Services

Overview Join to apply for the Pre-Sales Consultant, Financial Services role at AlphaSense . Get AI-powered advice on this job and more exclusive features. About AlphaSense The 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. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. AlphaSense is headquartered in New York City with more than 2,000 employees across the globe. Come join us! The Team The 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. They may partner with Product Management and Content teams to help determine future product developments and participate in product Betas and customer feedback loops. About the Role & What You’ll Do As 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, champion client perspectives, 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 Do Partner with GTM Teams to Drive Commercial Outcomes: Collaborate with Account Executives to run seamless product evaluations and 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; develop new use cases as capabilities evolve. Forge and Maintain Strong Client Relationships: Engage with investment professionals at financial institutions to understand challenges and establish credibility as a domain and product expert. Contribute to Product Development: Translate client feedback and share product and content improvements internally. Who You Are You have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about the application of AI to the industry. You are a systems thinker with an ambition to continuously improve processes and a desire to contribute to a fast-growing, entrepreneurial team culture. What You Bring Financial 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 competitive landscape. Executive Presence & Strong Presentation Skills: Ability to engage stakeholders at all levels and explain technical solutions to business audiences; comfortable with on-site workshops, whiteboard sessions, and multi-call demos. High-Impact, Ownership Mindset: Thrive on autonomy and drive workflow transformation at major financial firms. Consultative Approach: Articulate, confident client-facing professional who can distill complex issues. Team Player: Strong internal collaboration and proactive personality. Collaboration & Influence: Ability to distill client feedback to GTM, Product, and Content teams. Candidate Requirements Minimum 2 years in a high-growth fintech/SaaS firm in sales, client success, product, or a related client-facing or investment role within Financial Services. High aptitude and willingness to learn. Outstanding oral, written, and presentation skills. Attention to detail, time management, and task prioritization under pressure. Ability and interest to work autonomously in a dynamic, entrepreneurial team culture. What We Offer Competitive compensation and performance incentives. Comprehensive health coverage. The chance to join a collaborative, high-energy team making a measurable impact for some of the world’s most influential companies. Base Compensation Range: Base ranges are set based on function and level; salary ranges are shared on all job postings. Final offer amounts are determined by candidate experience and may vary. Base Compensation Range

$80,000—$92,000 USD

AlphaSense is an equal-opportunity employer. We are committed to a work environment that respects all individuals. AlphaSense does not discriminate on the basis of race, color, sex, national origin, age, religion, marital status, sexual orientation, gender identity, or disability. AlphaSense provides reasonable accommodation to qualified employees as required by law. Recruiting Scams and Fraud: We are aware of fraudulent job postings and impersonations. Please note: AlphaSense never asks candidates to pay for job applications, equipment, or training, and all official communications will come from an @alpha-sense.com email address. If you’re unsure about a job posting, verify it on our Careers page. Seniority level: Entry level Employment type: Full-time Job function: Sales and Business Development Industries: Software Development We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr AlphaSense