Pre-Sales Consultant, Financial Services

Pre-Sales Consultant, Financial Services

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. 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.

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 not only drive value to our clients, but also champion their perspective and play a critical role in defining 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 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 in order to help them effectively leverage AlphaSense for their bespoke use cases. Continue to seek out and develop new and emerging use cases with clients as AlphaSense's capabilities evolve.
• Forge and Maintain Strong Client Relationships : Engage directly with investment professionals of all levels / seniority at financial institutions to understand their most pressing challenges. Build strong rapport with prospects and establish yourself as a credible domain and product expert who is capable of partnering with them and driving value from evaluation inception through to close.
• Contribute to Product Development : Translate client feedback and proactively share product & content improvements / enhancement requests 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 :

Candidate Requirements :

What We Offer :

Base Compensation Range : $80,000 - $92,000 USD