Role Description
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 customers make better and faster decisions.
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 personas, including:
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Asset Management
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Investment Banking
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Private Equity/VC
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Hedge Funds
What You Will Do:
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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.
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Build and Curate Financial Services Use Cases:
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 AlphaSenseโs capabilities evolve.
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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.
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Contribute to Product Development:
Translate client feedback and proactively share product & content improvements/enhancement requests internally.
Qualifications
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2+ yearsโ 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.
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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.
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A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences.
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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.
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A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms.
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Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.
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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.
Requirements
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Minimum 2 years of work experience in a high growth fintech/SaaS firm in one of sales, client success, product, or a related client-facing or investment role within the Financial Services industry.
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High aptitude and willingness to learn.
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Outstanding oral, written, and presentation skills.
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Effective attention to detail, time management, and task prioritization, even when under pressure.
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Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture.
Benefits
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Competitive compensation and performance incentives.
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Comprehensive health coverage.
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The chance to join a collaborative, high-energy team making a measurable impact for some of the worldโs most influential companies.
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Base Compensation Range: $80,000 โ $95,000 USD.
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You may also be offered a performance-based bonus, equity, and a generous benefits program.