Pre-Sales Consultant, Financial Services

🕒 August 5

🇺🇸 United States – Remote

💵 $80k - $95k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔍 Pre-sales Engineer

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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AlphaSense

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2011

💼 Consulting

🏥 Healthcare

📣 Marketing

💰 Debt Financing on 2022-06

Consulting • Healthcare • Marketing

AlphaSense is a market intelligence and search platform that empowers companies to unlock critical insights across an extensive universe of public and private content, including company filings, broker research, expert calls, and market trends. Its AI-driven technology affords users the ability to conduct comprehensive due diligence with speed and accuracy, reducing uncertainty and blind spots in decision-making. Trusted by major corporations, financial institutions, and asset management firms globally, AlphaSense serves sectors such as financial services, health care, and technology by providing generative AI-powered solutions that integrate internal proprietary data with external premium content.

📋 Description

• Partner with Account Executives and go-to-market teams to run product evaluations and drive new business revenue growth • Conduct targeted discovery into clients’ financial-services research workflows and pain points • Build and curate bespoke Financial Services use cases for Asset Management, Investment Banking, Private Equity/VC, and Hedge Funds • Engage investment professionals to understand challenges, build rapport, and drive value from evaluation through close • Translate client feedback into product and content improvement requests • Collaborate cross-functionally with Product, Content, Sales, Customer Success, Marketing, and Customer Education teams • Help inform go-to-market strategy and future product use cases

🎯 Requirements

• Minimum 2 years of work experience in a high-growth fintech/SaaS firm in sales, client success, product, a related client-facing role, or an investment role within Financial Services • Exposure to workflows in at least one of Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds • Demonstrated interest in generative AI’s potential for the financial sector • Knowledge of the competitive landscape for GenAI in Financial Services • Ability to engage stakeholders at all levels and explain technical solutions to business-oriented audiences • Experience conducting evaluations such as on-site workshops, whiteboard sessions, and multi-call demos • Strong presentation, oral, written, and client-facing skills • Consultative, articulate, and confident professional approach • Ability to work autonomously, manage priorities, and maintain attention to detail under pressure • Ability to work cross-functionally and distill client feedback for GTM, Product, and Content teams • High aptitude and willingness to learn • Ability and interest to contribute to a dynamic, entrepreneurial team culture

🏖️ Benefits

• Competitive compensation and performance incentives • Comprehensive health coverage • Collaborative, high-energy team environment • Performance-based bonus • Equity • Generous benefits program