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Pre-Sales Consultant, Financial Services

AlphaSenseNew York, New York, United StatesCustomer Success
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Salary
Not listed
Job type
Full-time
Posted
2 Oct 2025
Status
Open · checked 7d ago

About this role

The Pre-Sales Consultant position at AlphaSense in New York, New York is a full-time customer success role suited for professionals with a background in financial services or fintech. This position involves partnering with account executives to drive new business by demonstrating an AI-powered platform to major investment firms.

Role Overview

The Pre-Sales Consultant joins the customer success team as a product expert, storyteller, and problem-solver within the financial services vertical. This position collaborates directly with prospective clients across asset management, investment banking, private equity, venture capital, and hedge funds. By running tailored product evaluations, discovery sessions, and demonstrations, the consultant bridges platform capabilities with the specific daily workflows of financial professionals. Additionally, this position acts as a vital link between clients and internal product or content teams to guide future enhancements.

Key Responsibilities

Partner with go-to-market teams to manage and execute seamless product evaluations that drive new revenue growth.
Conduct targeted discovery sessions to understand clients' research workflows and pain points, building bespoke use cases for the platform.
Engage directly with financial professionals at all seniority levels, establishing strong rapport and domain credibility from evaluation through the close of a deal.
Translate client feedback into actionable insights and share product enhancement requests internally with product and content teams.
Develop new and emerging use cases as the platform's capabilities continue to evolve.

Requirements

Minimum of two years of work experience in a financial services role, or directly supporting financial services clients in a fintech or SaaS organization.
Exposure to workflows within asset management, investment banking, private equity, venture capital, or hedge funds.
Demonstrated interest in generative artificial intelligence and its applications within the financial sector.
Exceptional presentation and executive presence skills, with the ability to engage stakeholders at all levels and explain technical solutions to business audiences.
High aptitude for autonomous work, problem-solving, and managing tasks under pressure with strong attention to detail.
Outstanding oral and written communication skills paired with a consultative and client-facing approach.

Skills and Tools

Generative AI industry knowledge and awareness of the competitive landscape for financial technology.
Consultative selling and product evaluation techniques, including on-site workshops and whiteboard sessions.
Cross-functional collaboration and feedback synthesis.
Time management and task prioritization strategies.

Salary and Benefits

Base compensation range is set between $80,000 and $95,000 USD, determined by factors such as candidate experience and expertise.
Opportunity to receive performance-based bonuses, equity, and a comprehensive health coverage package.
Participation in a dynamic, high-energy environment with opportunities for professional growth.

About the Company

AlphaSense provides market intelligence and search technology built on proven artificial intelligence to help companies remove uncertainty from decision-making. The platform aggregates public and private content, including equity research, company filings, event transcripts, expert calls, news, and trade journals. Serving over 6,000 enterprise customers, including a majority of the S&P 500, the company employs more than 2,000 people globally with its headquarters in New York City and offices across the United States, United Kingdom, Finland, India, Singapore, Canada, and Ireland.

How to Apply

Interested candidates should visit the official AlphaSense careers page to submit an application for this opportunity.

Questions candidates ask

What is the location of the Pre-Sales Consultant role?

The position is based in New York, New York, United States.

What experience is required for this position?

Candidates must have at least 2 years of experience in a financial services role or supporting financial services clients in a fintech or SaaS organization.

What is the base salary range for this role?

The base compensation range is $80,000 to $95,000 USD, with final offers depending on candidate experience and expertise.

Which specific industries does this role focus on?

The role focuses on the financial services vertical, specifically targeting workflows in asset management, investment banking, private equity, venture capital, and hedge funds.

How should I apply for this job?

You should apply directly on the official AlphaSense careers page.

Ready to apply?

The application is on the official AlphaSense careers page.

Apply on company site