AlphaSense
Implementation Manager, Financial Services
$100K–$120K
Remote - United States · Remote · Manager · Full-time · Posted Oct 28, 2026
- Experience
- 4+ years in a client-facing onboarding, customer success, or program management role in a B2B SaaS environment.
About the job
Owns enterprise client onboarding and rollout from pre-sale handoff through the first 90 days, coordinating teams and using adoption data to drive sustained usage.
What you'll do
- Manage rollout plans, milestones, risks, status meetings, and cross-functional resources for large enterprise clients.
- Track and analyze product adoption signals, then share actionable insights with client and internal stakeholders.
- Improve onboarding through documented best practices, playbooks, and scalable processes.
What they ask for
- 4+ years in a client-facing onboarding, customer success, or program management role in a B2B SaaS environment.
- Experience working with, at, or alongside financial services organizations; familiarity with investment banking and hedge fund clients is especially relevant.
- Experience with change management practices that support adoption of a new tool.
- Familiarity with project management tools and Salesforce, plus proficiency in Microsoft Excel or Google Sheets, including pivot tables, complex formulas, and data validation.
Nice to have
- Experience with investment banking and hedge fund clients.
Pay
$100,000 — $120,000 USD (base salary)
Tools
Linear, Jira, Asana, Rocketlane, Salesforce, Microsoft Excel, Google Sheets
Model-written summary · the original posting is authoritative