AlphaSense · 2 months ago
Pre-Sales Consultant, Financial Services
New York, NY
Full-time
Onsite
Entry, Mid Level
$80K/yr - $92K/yr
2+ years expAlphaSense is a company that provides AI-driven market intelligence to help professionals make smarter decisions. The Pre-Sales Consultant will work closely with prospective clients in the Financial Services sector to demonstrate the value of the AlphaSense platform and drive new revenue through tailored evaluations and strong client relationships.
AnalyticsArtificial Intelligence (AI)Machine LearningMarket ResearchSaaSSearch Engine
Responsibilities
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
Qualification
Required
2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds
A demonstrated interest in the transformative potential of AI for the financial sector, flexible problem-solving skills and knowledge of the competitive landscape for GenAI in Financial Services
A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences
Exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world's biggest financial firms
A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms
Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality
Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams, in order to continually help influence and improve our capabilities/product offerings
Minimum 2 years of work experience in a high growth fintech/SaaS firm in one of sales, client success, product, or a related client-facing or investment role within the Financial Services industry
High aptitude and willingness to learn
Outstanding oral, written, and presentation skills
Effective attention to detail, time management, and task prioritization, even when under pressure
Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture
Benefits
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.
Performance-based bonus
Equity
Generous benefits program
Company
AlphaSense
AlphaSense is a platform harnessing AI to deliver insights, helping professionals make informed, impactful decisions. It is a sub-organization of AlphaSense.
1001-5000 employees
H1B Sponsorship
AlphaSense has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (1)
2023 (3)
2022 (3)
2021 (3)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$1.42BKey Investors
BondCapitalGBlackRock
2024-06-11Series F· $650M
2023-09-28Series E· $150M
2023-04-11Series D· $100M
Leadership Team
Jack Kokko
CEO and Founder
Joe Hill
CFO
Recent News
2026-01-21
Morningstar.com
2025-12-29
Company data provided by crunchbase