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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
5 Aug 2026
Status
Open · checked 7d ago

About this role

The Pre-Sales Consultant position at AlphaSense in New York, New York, involves partnering with account executives to demonstrate platform value and drive new revenue during sales cycles. This role suits professionals with corporate or fintech experience who want to guide corporate clients through tailored evaluations and workflows using AI-driven market intelligence.

Role Overview

Operating within the Customer Success organization, the Pre-Sales Consultant serves as a trusted partner to Account Executives throughout new business sales cycles. This role focuses on the corporate vertical, engaging with decision-makers to uncover use cases, run tailored demonstrations, and guide prospects to successful outcomes. Due to the high level of client exposure, the position collaborates closely with Product, Content, Sales, Customer Success, Marketing, and Customer Education teams to shape go-to-market strategies.

Key Responsibilities

Partner with go-to-market teams to take ownership of and run seamless product evaluations to drive new business revenue growth.
Build and curate corporate use cases by conducting targeted discovery into client research workflows and pain points.
Forge and maintain strong client relationships with corporate professionals of all seniority levels to establish credibility from evaluation inception to close.
Translate client feedback and share product and content enhancement requests internally with relevant departments.

Requirements

Minimum of 2 years of work experience in a corporate role, or directly supporting corporate clients in a fintech or SaaS organization.
Exposure to workflows in at least one specific area: Strategy, Competitive Intelligence, Corporate Development, or Investor Relations.
Demonstrated interest in the transformative potential of artificial intelligence for the corporate sector.
Capacity to engage stakeholders at all levels, earn trust, and explain technical solutions to business audiences.
Exceptional ability to thrive on autonomy, solve client challenges with enthusiasm, and drive workflow transformation.

Skills and Tools

Consultative approach with the ability to distill and explain complex issues in simple terms.
High aptitude and willingness to learn new concepts quickly.
Outstanding oral, written, and presentation skills.
Effective attention to detail, time management, and task prioritization under pressure.
Strong internal relationship building and cross-functional collaboration capabilities.

Salary and Benefits

Competitive base compensation ranging from $80,000 to $95,000 USD.
Performance incentives, potential performance-based bonuses, and equity offerings.
Comprehensive health coverage and a generous benefits program.

About the Company

AlphaSense provides market intelligence and search built on proven AI, helping the world's most sophisticated companies remove uncertainty from decision-making. Trusted by over 6,000 enterprise customers, including a majority of the S&P 500, the company features a content universe that includes equity research, filings, event transcripts, and expert calls. Founded in 2011, AlphaSense is headquartered in New York City with a global presence spanning multiple international offices.

How to Apply

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

Questions candidates ask

What is the location of this job?

This position is located in New York, New York, United States.

What is the base salary range for the Pre-Sales Consultant role?

The base compensation range for this role is set between $80,000 and $95,000 USD, with potential performance-based bonuses, equity, and benefits.

How many years of experience are required?

Candidates must have at least 2 years of experience in a corporate role or supporting corporate clients in a fintech or SaaS environment.

What specific corporate workflows are relevant to this position?

Relevant workflow exposures include Strategy, Competitive Intelligence, Corporate Development, or Investor Relations.

How should I apply for this position?

Candidates should submit their application directly through the official AlphaSense careers page.

Ready to apply?

The application is on the official AlphaSense careers page.

Apply on company site