Application Specialist - Financial Data

About the Role: 

The Financial Data Application Specialist role at AlphaSense lives at the intersection of sales, customer success, and technical implementation for AlphaSense’s financial data products. This is a new team at AlphaSense supporting a strategic area of investment for the business, so we are looking for entrepreneurial minded people that can use learnings from client discussions to help optimize both our go-to-market and product strategies. Specialists add value across our revenue organization by building relationships with prospects and clients, providing deep technical knowledge to demonstrate the value of AlphaSense’s financial data while helping to drive adoption. Due to the extensive exposure that Specialists have with clients, they’re also in a prime location to partner with our sales,

What You’ll Do: 

• Growth Initiatives: Assist sales in demos and strategic trials of AlphaSense’s financial data solutions. The team also runs trial training calls, making the ability to overcome common objections and communicate our value proposition essential to success.
• Customer Health: The team works hand in hand with account management, speaking with and visiting users to provide advanced training, customizations, and product consultations. Specialists often drive adoption by building custom solutions for clients leveraging Excel, AI, and our add-ins.
• Subject Matter Expert: Specialists have expertise in quantitative analysis for investment and valuation decisions. They know the use cases that our customers are likely to care about, and package it for utilization by sales and account management. This can come in the form of how-to videos, enablement, product marketing, support articles and others that can be used for meetings or email distribution.
• Product Direction: Because of our Specialists’ deep understanding of both our financial data products and customers, they are in a position to field feedback and identify product opportunities, and relay that information across the organization (account management, account executives, product, management).
• Support: Act as an escalation point for our product and support teams on difficult scenarios our customers may face with our solutions, particularly when leveraging Excel Add-ins. Manage and resolve challenges related to the full integration of our modeling solutions into our clients’ workflows.
• Regional Agility: Comfortable working in a leaner EMEA team structure, flexing across sales, customer success and product, as needed to collaborate effectively with our larger US-based Financial Data team.
• Build Relationships: They help integrate our quantitative products into client's workflows helping our account management team grow and retain our customer base. They work closely with Fortune 1000 clients and/or financial services companies (Hedge Funds, Asset Managers, Investment Banks, and Private Equity clients).
• Growth Initiatives: Assist sales in demos and strategic trials of AlphaSense’s financial data solutions. The team also runs trial training calls, making the ability to overcome common objections and communicate our value proposition essential to success.
• Customer Health: The team works hand in hand with account management, speaking with and visiting users to provide advanced training, customizations, and product consultations. Specialists often drive adoption by building custom solutions for clients leveraging Excel, AI, and our add-ins.
• Subject Matter Expert: Specialists have expertise in quantitative analysis for investment and valuation decisions. They know the use cases that our customers are likely to care about, and package it for utilization by sales and account management. This can come in the form of how-to videos, enablement, product marketing, support articles and others that can be used for meetings or email distribution.
• Product Direction: Because of our Specialists’ deep understanding of both our financial data products and customers, they are in a position to field feedback and identify product opportunities, and relay that information across the organization (account management, account executives, product, management).
• Support: Act as an escalation point for our product and support teams on difficult scenarios our customers may face with our solutions, particularly when leveraging Excel Add-ins. Manage and resolve challenges related to the full integration of our modeling solutions into our clients’ workflows.
• Regional Agility: Comfortable working in a leaner EMEA team structure, flexing across sales, customer success and product, as needed to collaborate effectively with our larger US-based Financial Data team.
• Build Relationships: They help integrate our quantitative products into client's workflows helping our account management team grow and retain our customer base. They work closely with Fortune 1000 clients and/or financial services companies (Hedge Funds, Asset Managers, Investment Banks, and Private Equity clients).

Who You Are:

• Financial Services Expertise: A strong foundation in public equities or private company analysis and client-facing deal work. Ideally with exposure to different valuation techniques such as DCF, precedent transactions, trading multiples, 3 statement analysis.
• Curiosity About Generative AI in Financial Services: A demonstrated interest in the transformative potential of AI for the financial sector, flexible problem-solving skills and knowledge of the competitive landscape for GenAI in Financial Services.
• Executive Presence & Strong Presentation Skills: A proven capacity to engage stakeholders at all levels, earn their trust, and explain technical solutions to business-oriented audiences. Comfort with conducting evaluations of varying lengths/forms e.g. on-site workshops, whiteboard sessions, multi-call demos etc.
• High-Impact, Ownership Mindset: An exceptional ability to thrive on autonomy, tackle client questions and challenges with enthusiasm, and drive workflow transformation at some of the world's biggest financial firms.
• Consultative Approach: A highly articulate, consultative, and confident client-facing professional with the ability to distill and explain complex issues in simple terms.
• Team Player: Superior ability to build and maintain strong internal relationships, combined with a positive and proactive personality.
• Collaboration & Influence: Ability to work cross-functionally and effectively distill client feedback to GTM, Product, and Content teams, in order to continually help influence and improve our capabilities/product offerings.
• A Proactive Mindset with a passion for client success and continuous improvement
• Able to distill and explain complex issues in simple terms.
• Genuine interest to learn how the different tools we've built contribute to our clients' processes, to help identify when a particular client should be using them, and to identify solutions that solve for a client’s needs
•  

Minimum Qualifications

• 2-4 years of relevant experience in equity research, investment management, private equity, accounting or consulting with a strong desire to move towards client-facing positions
• Strong Excel abilities
• High aptitude and willingness to learn.
• Outstanding oral, written, and presentation skills.
• Effective attention to detail, time management, and task prioritization, even when under pressure.
• Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture.
• Empathetic, curious minded, client-centric
• Strong foundation in Finance, such as working towards your CFA or bachelor’s degree in Economics/Finance/Accounting OR