Sales Engagement Consultant – Financial Services
Company | AlphaSense |
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Location | New York, NY, USA |
Salary | $75000 – $90000 |
Type | Full-Time |
Degrees | |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- A client-facing professional with a superior ability to develop rapport with new people, and to maintain relationships, combined with a positive and proactive personality.
- A skilled communicator who can engage at any level of an organization.
- An energetic and creative individual, possessing natural curiosity with the ability to learn quickly and adapt.
- Eager to learn – Due to our diverse base of clients, much of the technical knowledge required to succeed will be learned on the job!
- Able to distill and explain complex issues in simple terms.
- Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture.
- Strong time management and task prioritization skills.
- Must be willing to work from our NYC office at least 1 day per week.
Responsibilities
- Work directly with the world’s largest and most successful investment banks, hedge funds, private equity firms, and asset managers to drive platform adoption and deliver value.
- Conduct on-site client visits, host training sessions, and provide strategic guidance to ensure users maximize their AlphaSense experience.
- Serve as a trusted advisor, understanding client workflows and proactively addressing their needs.
- Partner closely with account management to engage with users, provide tailored training, optimize workflows, and deliver ongoing product consultations to enhance client success and retention.
- Support sales efforts by leading product demos, assisting in pitches, and overcoming common objections.
- Run trial training calls to showcase AlphaSense’s value and help convert prospects into long-term users.
- Identify key market trends and insights, curating timely and relevant content that enhances client engagement.
- Package this intelligence for use in demos, sales outreach, and account management communications.
- Leverage deep product and client knowledge to field feedback, identify opportunities for product enhancements, and collaborate with teams across sales, account management, and product development to drive meaningful improvements.
Preferred Qualifications
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No preferred qualifications provided.