Location: New York City strongly preferred, Remote considered

Reports To: Manager, Financial Data Application Specialists

About the Role

The Financial Data Application Specialist role at AlphaSense lives at the intersection of sales, customer success, and technical implementation for AlphaSense’s financial data products. This is a new team at AlphaSense supporting a strategic area of investment for the business, so we are looking for entrepreneurial minded people that can use learnings from client discussions to help optimize both our go-to-market and product strategies. Specialists add value across our revenue organization by building relationships with prospects and clients, providing deep technical knowledge to demonstrate the value of AlphaSense’s financial data while helping to drive adoption. Due to the extensive exposure that Specialists have with clients, they’re also in a prime location to partner with our sales, product, marketing and leadership teams in determining future product developments that will resonate with the market.

What You’ll Do

• Growth Initiatives: Assist sales in demos and strategic trials of AlphaSense’s financial data solutions. The team also runs trial training calls, making the ability to overcome common objections and communicate our value proposition essential to success.
• Customer Health: The team works hand in hand with account management, speaking with and visiting users to provide advanced training, customizations, and product consultations. Specialists often drive adoption by building custom templates or other bespoke modeling tools for our customers.
• Subject Matter Expert: Specialists have expertise in quantitative analysis for investment and valuation decisions. They know the use cases that our customers are likely to care about, and package it for utilization by sales and account management. This can come in the form of how-to videos, enablement, product marketing, support articles and others that can be used for meetings or email distribution.
• Product Direction: Because of our Specialists’ deep understanding of both our financial data products and customers, they are in a position to field feedback and identify product opportunities, and relay that information across the organization (account management, account executives, product, management).
• Consultative Support: Act as an escalation point for our product and support teams on difficult scenarios our customers may face with our solutions, particularly when leveraging Excel Add-ins. Manage and resolve challenges related to the full integration of our modeling solutions into our clients’ workflows.

Who You Are

• 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.
• Someone who has worked with external stakeholders — whether senior investment professionals, corporate development and M&A teams, investor relations, corporate strategy, or competitive intelligence functions — and wants to spend their time client-facing and actively engaged with them.
• Someone who can speak the language of finance and knows how to analyze a company’s financial data, benchmark it against its peers, and understand how professionals in these roles use quantitative tools to make decisions.
• Committed to becoming a SME for financial data across all industries, personas, and verticals.
• A passion for technology, AI, and the capital markets.
• Excellent in 360 degree communication and collaboration.
• Able to distill and explain complex issues in simple terms — this is a teaching and enablement role, helping clients learn to do things with our product rather than doing the work for them.
• Genuine interest to learn how the different tools we’ve built contribute to our clients’ processes, to help identify when a particular client should be using them, and to identify solutions that solve for a client’s needs.
• Intrinsically motivated and a self-starter, with the ability to stay energized in repetitive client conversations and contribute to a dynamic and entrepreneurial team culture.
• Strong time management, organization, and task prioritization skills, with comfort juggling many moving pieces across a fast-moving, high-growth team.
• An independent problem-solver, making multiple efforts to solve problems on your own before escalating.
• Comfortable working in ambiguity, and flexible enough to adapt as needed to drive customer happiness, ideally with experience operating in a smaller, high-growth team environment.
• Familiar with the institutional investor landscape, financial markets, and investment research — or with the corporate finance landscape (corporate development, M&A, FP&A, IR, strategy) and the quantitative tools those teams rely on.

Minimum Qualifications

• A foundation in finance or corporate finance — for example, progress toward a CFA or a bachelor’s degree in Economics/Finance/Accounting, OR equivalent hands-on exposure to financial analysis through a corporate development, M&A, investor relations, corporate strategy, or competitive intelligence function.
• 2-4 years of relevant experience in equity research, investment management, private equity, accounting, consulting, corporate development/M&A, investor relations, or a comparable client- or stakeholder-facing role, with a strong desire to move toward client-facing positions.
• Demonstrated ability to work with financial data in some form — for example, building or interpreting a comparable company's analysis, benchmarking a company against its peers, or understanding how you would approach that work. You do not need to have built three-statement models yourself, but you must be able to speak the language of finance and do benchmarking.
• Strong Excel abilities (nice to have: familiarity with AI powered spreadsheet tools and/or experience leveraging generative AI tools within productivity software).
• Excellent communication skills, as you must manage relationships with high-profile fund managers, corporate finance leaders, and junior analysts alike.