AlphaSense
CSM Manager, FS HG
New York, New York, United States +1 · Remote · Manager · Full-time · Posted Oct 28, 2026
- Location
- New York, New York, United States
Remote - United States - Experience
- 2+ years in a client-facing SaaS role; 1+ years leading teams.
About the job
Leads a team of product specialists supporting financial services customers through pre-sales demos and post-sales adoption to improve customer value.
What you'll do
- Manage and develop a team of approximately 3–5 Product Specialists for pre- and post-sales engagements.
- Ensure demos and adoption campaigns are tailored to customer personas, data-driven, and tied to measurable outcomes; prioritize strategic account coverage with sales leadership.
- Build scalable playbooks, demo flows, and talk tracks, and collaborate with Enablement, Marketing, and Product.
What they ask for
- 2+ years in a client-facing SaaS role, such as Customer Success, Sales Engineering, or Product Specialist.
- 1+ years leading high-performing teams.
- Deep understanding of financial services workflows.
- Strong communication and presentation skills, including tailoring narratives to senior stakeholders.
Nice to have
- Expertise in investment banking, private equity, and hedge funds.
Tools
AlphaSense
AI focus
Leverage GenAI adoption insights in scalable customer-success playbooks and workflows.
Model-written summary · the original posting is authoritative