Senior Customer Success Manager, Financial Services

London, Greater London, England · London · Onsite · Posted Oct 9, 2026

At a glance

As a Senior Customer Success Manager focused on Financial Services, you will play a critical role in driving product adoption and delivering ongoing value to our clients.
You will work closely with the wider account team to positively impact net retention and engage directly with clients to understand their workflows, challenges, and goals.

Partner with GTM Teams to Drive Commercial Outcomes: Collaborate closely with your Account Manager and the wider account management team to ensure continuous alignment of account strategies and goals.
Leverage Data Driven Insights: Use internal data tools to monitor client engagement, identify opportunities to showcase value, and strengthen platform adoption.
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.
Forge and Maintain Strong Client Relationships: Engage directly with investment professionals of all levels/seniority at financial institutions to understand their most pressing challenges and goals.
Contribute to Product Development: Translate client feedback and proactively share product & content improvements/enhancement requests internally.

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