Forward-Deployed Banker
Job description
A Forward-Deployed Banker role within AlphaSense's Customer Success organisation, partnering with Account Managers to drive product adoption and value for financial services clients. The role bridges AlphaSense's technology with the domain-specific needs of investment professionals.
At a glance
- Work mode
- Remote
- Languages
- English
What you'll do
- Collaborate closely with your Account Manager and the wider account management team to ensure continuous alignment of account strategies and goals.
- Use internal data tools to monitor client engagement, identify opportunities to showcase value, and strengthen platform adoption.
- Proactively seek growth opportunities while also detecting early signs of churn risk to support retention and long-term account success.
- 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.
- Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges and goals.
- Deliver white glove service that puts the clients needs first; going above and beyond to build trust and credibility as a Trusted Partner and Product Expert.
- Translate client feedback and proactively share product & content improvements/enhancement requests internally.
What we're looking for
- Minimum 2 years of front-office investment banking experience across at least one product area, with a solid grounding in capital markets and client-facing deal execution.
- High aptitude and willingness to learn.
- Outstanding oral, written, and presentation skills.
- Effective attention to detail, time management, and task prioritization, even when under pressure.
- Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture.
- Empathetic, curious minded, client-centric.
- 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.
- 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.
- A proactive mindset with a passion for client success and continuous improvement.
Nice to have
- Exposure to more than one product area (e.g., DCM, ECM, M&A, Leveraged Finance).
Your team
Customer Success
The Customer Success organisation is composed of three teams: Pre-sales, Customer Success, and Support. Customer Success Managers are natural problem-solvers, storytellers and product experts who thrive on helping customers make better and faster decisions.
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About AlphaSense
The AI platform redefining market intelligence and workflow orchestration
AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, AlphaSense helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high-quality outputs. With AI solutions like Generative Search, Generative Grid, and D
Key facts
- Vast content universe of over 500 million premium business documents
- AI solutions include Generative Search, Generative Grid, and Deep Research
- Trusted by thousands of leading organizations