About the Team:

The Customer Success organisation 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 investors make better and faster decisions.

Pre-Sales Consultants combine deep product knowledge, commercial acumen, financial services industry experience, and strong client intuition to run high-impact evaluations. This role is specific to the Financial Services vertical, engaging with investment professionals and decision-makers to uncover use cases, run tailored demos and evaluations, and guide prospects to successful outcomes. Due to its extensive client exposure, this role is uniquely positioned to partner with cross-functional teams across Product, Content, Sales, Customer Success, Marketing, and Customer Education to inform go-to-market strategy and decisions.

About the Role:

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 financial services personas, including Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds.

What You’ll 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 investment 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 and content improvement/enhancement requests internally.

• Financial Services Expertise: 2+ years’ hands-on experience in Financial Services, with buy-side or sell-side experience (e.g. analyst, associate, or similar) strongly preferred. You have direct exposure to research and investment workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds. We also welcome candidates from fintech/SaaS organisations who have worked closely with financial institutions and developed a strong understanding of how investors work.
• Curiosity About Generative AI in Financial Services: 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.
• Executive Presence & Strong Presentation Skills: A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to investment-oriented audiences. Comfort with conducting evaluations of varying lengths/forms, e.g. on-site workshops, whiteboard sessions, multi-call demos.
• High-Impact, Ownership Mindset: An 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.
• Consultative Approach: A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms.
• Team Player: Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.
• Collaboration & Influence: 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.

• Business proficiency in Japanese and English is required to effectively serve clients in the Japanese-speaking market.
• Minimum 2 years of work experience in the Financial Services industry. Buy-side or sell-side investment experience is preferred; client-facing experience (sales, client success, product) at a fintech/SaaS firm serving financial institutions is also valued.
• 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.