Pre-Sales Consultant, Financial Services

🕒 October 2, 2025

🇺🇸 United States – Remote

💵 $80k - $92k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔍 Pre-sales Engineer

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AlphaSense

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2011

🤖 Artificial Intelligence

💸 Finance

🏢 Enterprise

💰 Debt Financing on 2022-06

Artificial Intelligence • Finance • Enterprise

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

• Collaborate closely with Account Executives to take ownership of and run seamless product evaluations in order to drive new business revenue growth. • Conduct targeted discovery into clients' unique 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. • 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. • Translate client feedback and proactively share product & content improvements/enhancement requests internally.

🎯 Requirements

• 2+ years’ experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds. • 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. • A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos etc. • 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. • A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms. • Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality. • 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.

🏖️ Benefits

• Competitive compensation and performance incentives. • Comprehensive health coverage. • The chance to join a collaborative, high-energy team making a measurable impact for some of the world’s most influential companies.