Pre-Sales Consultant, Financial Services

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 customers make better and faster decisions.

Pre-Sales Consultants combine deep product knowledge, commercial acumen, industry experience, and strong client intuition to run high-impact evaluations. This role is specific to the Financial Services vertical, engaging with decision-makers and users to uncover use cases, run tailored demos, and guide prospects to successful outcomes. Due to their extensive exposure to clients, they are in a prime position to partner with our Product Management and Content teams to help determine future product developments, as well as playing a key role in product Betas and the customer feedback loop.

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 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 research workflows and painpoints 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 & content improvements/enhancement requests internally.

Who You Are:

You have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about the application of AI to the industry. You are a systems thinker with an ambition to continuously improve processes and a desire to contribute to a fast-growing, entrepreneurial team culture.

• Financial Services Expertise: 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.
• 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 business-oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos etc.
• 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.