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CSM Manager, FS HG

Role overview

Qualifications

  • 2+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar)
  • 1+ years leading high-performing teams
  • Deep understanding of financial services workflows; expertise in investment banking, private equity, and hedge funds is a plus

Responsibilities

  • Lead & Develop a High-Impact Team
  • Drive Client Value
  • Strategic Account Coverage
  • Operational Excellence

Key facts

  • Remote from: United States
  • Full time
  • Mid-level (2-5 years)
  • English

Hard skills

Other skills

  • Team Leadership
  • Communication
  • Presentations
  • Decision Making
  • Adaptability
  • Collaboration

About the company

Tegus logo

Tegus

  • Data & Analytics
  • Scaleup
  • 501–1,000
Tegus is the leading company intelligence platform for key decision makers. We power some of the world’s most well-respected institutional investors, corporations, and consultancies through the largest and most comprehensive database of primary and market information. Our products and services enable clients to discover unmatched insights and answers to the most challenging questions they face to help them make better informed decisions. It’s an exciting time to be at Tegus - our customers love us, we’re growing fast, and it’s still early. So if you’re smart, creative, scrappy, and passionate about building a category-defining product - come join us! FYI: The only @email addresses we use at Tegus are @tegus.co or @tegus.com. If you receive emails from any other domain (including .us), please assume they are fraudulent and let us know by sending an email to fraudreporting@tegus.com

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Job description

About AlphaSense: 

AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, AlphaSense helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high-quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, AlphaSense delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real-time information quickly. For more information, visit www.alpha-sense.com. Come join us.

About the Role: 

We’re looking for a Manager of Customer Success to lead, develop, and inspire a team of approximately 3 to 5 client-facing product experts who help our customers get maximum value from AlphaSense.

As a leader in our Customer Success organization, you’ll partner closely with Account Executives (pre-sales) and Account Managers (post-sales) to ensure our Customer Success Managers are delivering exceptional engagements — from high-impact demos that win new business to adoption campaigns that drive long-term success.

You’ll set strategy, coach for performance, and ensure we have the right coverage and resources in place to support our most important accounts across the financial services markets.

Who You Are:

  • 2+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar).
  • 1+ years leading high-performing teams.
  • Deep understanding of financial services workflows; expertise in investment banking, private equity, and hedge funds is a plus.
  • Exceptional communicator with strong presentation skills and the ability to tailor narratives to senior stakeholders.
  • Data-driven decision-maker who uses metrics and insights to prioritize and measure success.
  • Thrive in a fast-paced, high-growth environment and enjoy building for scale.

What You’ll Do: 

  • Lead & Develop a High-Impact Team: Manage a group of approximately 3-5 Product Specialists, ensuring they have the skills, tools, and confidence to excel in both pre- and post-sales engagements.
  • Drive Client Value: Ensure PS-led engagements — from product demos to adoption campaigns — are persona-specific, data-driven, and tied to measurable outcomes.
  • Strategic Account Coverage: Partner with sales leadership to prioritize accounts, align team resources, and ensure we’re driving impact where it matters most.
  • Operational Excellence: Build scalable playbooks, demo flows, and talk tracks for key personas, leveraging product usage data and GenAI adoption insights.
  • Cross-Functional Collaboration: Work with Enablement, Marketing, and Product teams to align messaging, share customer feedback, and roll out new initiatives.

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

  • AlphaSense never asks candidates to pay for job applications, equipment, or training.
  • All official communications will come from an @alpha-sense.com email address.
  • If you’re unsure about a job posting or recruiter, verify it on our Careers page.

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

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