AlphaSense - Financial Data Application Specialist
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Requirements
• A client-facing professional with a superior ability to develop rapport with new people, and to maintain relationships, combined with a positive and proactive personality. • Someone with a finance background who wants to spend time being client facing and actively engaged with senior investment professionals. • Committed to becoming a SME for financial data across all industries, personas, and verticals. • A passion for technology, AI, and the capital markets. • Excellent in 360 degree communication and collaboration. • Able to distill and explain complex issues in simple terms. • Genuine interest to learn how the different tools we've built contribute to our clients' processes, to help identify when a particular client should be using them, and to identify solutions that solve for a client’s needs. • Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture. • Strong time management and task prioritization skills. • An independent problem-solver, making multiple efforts to solve problems on your own before escalating. • Comfortable working in ambiguity, and flexible enough to adapt as needed to drive customer happiness. • Familiar with the institutional investor landscape, financial markets, and investment research. • Strong foundation in Finance, such as working towards your CFA or bachelor’s degree in Economics/Finance/Accounting. • In lieu of the above, at least 2 years of relevant experience in equity research, investment management, private equity, accounting, or consulting with a strong desire to move into client-facing roles. • In lieu of the above • Strong Excel abilities (nice to have: familiarity with AI powered spreadsheet tools and/or experience leveraging generative AI tools within productivity software). • Excellent communication skills, as you must manage relationships with high-profile fund managers and junior analysts alike. • For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below. • You may also be offered a performance-based bonus, equity, and a generous benefits program.
Responsibilities
• Growth Initiatives: Assist sales in demos and strategic trials of AlphaSense’s financial data solutions. The team also runs trial training calls, making the ability to overcome common objections and communicate our value proposition essential to success. • Growth Initiatives • Customer Health: The team works hand in hand with account management, speaking with and visiting users to provide advanced training, customizations, and product consultations. Specialists often drive adoption by building custom templates or other bespoke modeling tools for our customers. • Customer Health • Subject Matter Expert: Specialists have expertise in quantitative analysis for investment and valuation decisions. They know the use cases that our customers are likely to care about, and package it for utilization by sales and account management. This can come in the form of how-to videos, enablement, product marketing, support articles and others that can be used for meetings or email distribution. • Subject Matter Expert • Product Direction: Because of our Specialists’ deep understanding of both our financial data products and customers, they are in a position to field feedback and identify product opportunities, and relay that information across the organization (account management, account executives, product, management). • Product Direction • Support: Act as an escalation point for our product and support teams on difficult scenarios our customers may face with our solutions, particularly when leveraging Excel Add-ins. Manage and resolve challenges related to the full integration of our modeling solutions into our clients’ workflows. • Support:
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