Note: The job is a remote job and is open to candidates in USA. AlphaSense is a company that provides market intelligence and search solutions powered by AI, trusted by over 6,000 enterprise customers. They are seeking a Financial Data Application Specialist to bridge sales, customer success, and technical implementation for their financial data products, focusing on client engagement and product optimization. The role involves assisting in demos, providing customer training, and acting as a subject matter expert on financial data analysis.

Responsibilities

• 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
• 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 templates or other bespoke modeling tools for our customers
• 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
• 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)
• 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

Skills

• A foundation in finance or corporate finance — for example, progress toward a CFA or a bachelor's degree in Economics/Finance/Accounting, OR equivalent hands-on exposure to financial analysis through a corporate development, M&A, investor relations, corporate strategy, or competitive intelligence function
• 2-4 years of relevant experience in equity research, investment management, private equity, accounting, consulting, corporate development/M&A, investor relations, or a comparable client- or stakeholder-facing role, with a strong desire to move toward client-facing positions
• Demonstrated ability to work with financial data in some form — for example, building or interpreting a comparable company's analysis, benchmarking a company against its peers, or understanding how you would approach that work. You do not need to have built three-statement models yourself, but you must be able to speak the language of finance and do benchmarking
• Strong Excel abilities
• Excellent communication skills, as you must manage relationships with high-profile fund managers, corporate finance leaders, and junior analysts alike
• Familiarity with AI powered spreadsheet tools and/or experience leveraging generative AI tools within productivity software

Benefits

• You may also be offered a performance-based bonus, equity, and a generous benefits program.

Company Overview

• AlphaSense is a platform harnessing AI to deliver insights, helping professionals make informed, impactful decisions. It is a sub-organization of AlphaSense. It was founded in 2008, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://www.alpha-sense.com/.

Company H1B Sponsorship

• AlphaSense has a track record of offering H1B sponsorships, with 3 in 2026, 7 in 2025, 1 in 2024, 3 in 2023, 3 in 2022, 3 in 2021, 4 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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