Strategic Account Director, Financial Services

We are looking for a high-impact Account Director to lead and expand our most critical relationships within the Financial Services sector. You are responsible for the long-term vision and commercial health of a concentrated book of Enterprise accounts. In this role, you won’t just manage accounts; you will be the lead architect for AlphaSense’s growth within the world’s most sophisticated investment banks, asset managers, and hedge funds. You will manage a portfolio of Strategic Financial Accounts, working closely with end users and decision makers, including C-suite executives, key decision makers and end users, who rely on AlphaSense to gain a competitive edge in the markets. Success in this role is fundamentally measured by your ability to protect and expand revenue; as such, you will carry specific targets and quotas tied to Gross Dollar Retention (GDR) and Net Dollar Retention (NDR) to accelerate growth.

Responsibilities

Accurately forecast and deliver on retention and aggressive expansion targets to maximize Gross Revenue Retention (GRR) and Net Revenue Retention (NRR); increase and drive adoption of AlphaSense solutions into other business units of existing clients to uncover new opportunities, exceeding monthly, quarterly and annual revenue goals; identify revenue at risk to prevent churn; partner with global sales team and customer success managers to execute strategic client growth plan; understand client business, roles, responsibilities, projects, performance metrics to communicate with users and decision makers, identify white space, and partner with AEs to craft messaging; transition AlphaSense from vendor to strategic business partner by cultivating a network of champions and executive sponsors across C-Suite and Investment Committees; lead Quarterly Business Reviews (QBRs) and customer meetings focused on ROI, business impact, and long-term roadmap alignment; plan and execute new user onboarding and training initiatives; consistent proactive value-added outreach campaigns; travel frequently to major financial hubs; serve as advocate for AlphaSense to the client and client advocate within AlphaSense; acquire value stories and product feedback from clients and circulate internally

Requirements

Strategic Partner: ability to map and navigate complex power structures within global organizations; proven track record of converting users into champions; ability to move fluidly between users and C-suite; master of internal navigation; strategically deploy company resources and subject matter experts; subject matter expert with internal and external relationship management; strong business acumen and commitment to effective processes and tactics; energetic and creative with intellectual curiosity and ability to learn and adapt quickly; ability to pivot between deep-dive technical discussions and high-level strategic consultations; understands best practices for client engagement within a SaaS environment; looks beyond current seat count; understands 'Land and Expand' lifecycle within SaaS; identify high-value integration points such as API usage or enterprise-wide deployments; committed to delivering results with grit, work ethic, initiative, enthusiasm and commitment; owner's mindset; strong oral, written and presentation skills; comfortable leading formal business reviews with executive stakeholders; ability to provide streamlined high-level updates

Benefits

Performance-based bonus; equity; generous benefits program