Software, Financial Technology (FinTech), Artificial Intelligence, Market Research

Implementation Manager, Financial Services

RemoteRemoteFull TimeManager / Head$100,000–$120,000 /yrPosted 10 days agoVisa sponsorship available

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Required skills

client-focused
rollout program
enterprise clients
90 days of adoption
sustained usage at scale
program coordination
B2B SaaS
investment banking
hedge funds
private equity firms

Nice to have

Team Lead, Strategic Deployments
Customer Success team
AlphaSense
Account Managers
Customer Success Managers
Onboarding Manager

Role summary

AlphaSense is seeking a client-focused Implementation Manager for its Customer Success team, operating remotely in US East/Central timezones. This role owns the onboarding and rollout program for large enterprise clients, guiding them from pre-sale through the first 90 days of adoption. The manager will coordinate program activities, drive client usage, and partner with Sales, Account Management, and Customer Success teams. Key responsibilities include managing project plans, tracking adoption data, analyzing trends, and developing scalable processes and documentation. The ideal candidate has 4+ years in client-facing onboarding, customer success, or program management within B2B SaaS, with experience in financial services organizations and familiarity with project management and CRM tools.

About AlphaSense:

AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, AlphaSense helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high-quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, AlphaSense delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real-time information quickly. For more information, visit www.alpha-sense.com. Come join us.

Location: US Remote (East/Central Timezones only)

Reports to: Team Lead, Strategic Deployments

About the Role

We are seeking an organized, data-driven, and client-focused Implementation Manager to join our growing Customer Success team at AlphaSense. In this role, you will own the onboarding and rollout program for our largest enterprise clients, starting at the pre-sale handoff and running through the first 90 days of adoption. You will coordinate the work that moves a newly signed client from purchase to sustained usage at scale, partnering with Account Managers and Customer Success Managers throughout. Your focus is on program coordination and driving adoption. If you've worked as an Onboarding Manager, Enterprise/Scaled Customer Success Manager, or any other form of program management role where the focus was adoption post roll-out, then this position may be a good fit for you!

Who You Are

4+ years in a client-facing onboarding, customer success, or program management role in a B2B SaaS environment. Relevant backgrounds include Onboarding Manager, Enterprise or Scaled Customer Success Manager, and Professional Services or Implementation roles where the focus was rollout and adoption

Experience working with, at, or alongside financial services organizations such as investment banks, hedge funds, private equity firms, and venture capital firms. You understand how these firms operate, who their senior decision makers are, and how research and market intelligence tools fit into their day-to-day work. Experience with investment banking and hedge fund clients is especially relevant

Experience with change management practices that help client organizations adopt a new tool after purchase

Sense of seeing a program through to completion and managing tasks. Familiarity with project management tools (Linear, Jira, Asana, Rocketlane) and CRM software (Salesforce) for tracking rollouts and client information is a must

Ability to work with adoption data, read signals such as time to first login and platform utilization, understand key trends, and develop both internal and external reports. Must be proficient in Microsoft Excel or Google Sheets (pivot tables, complex formulas, data validation)

Interest in identifying operational inefficiencies and driving organizational change through scalable processes and documentation

Strong communication skills to work with senior client stakeholders such as managing directors and partners, ensuring internal teams are aligned and projects are on track

What You'll Do

Own the onboarding and rollout program for large enterprise clients, including the project plan, critical milestones, and risk mitigation, from the pre-sale handoff through the first 90 days

Serve as one of the main points of contact for the rollout, leading regular status meetings and aligning resources across Sales, Marketing, Product, and Customer Success

Track signals such as time to first login, percentage of users reaching first login, retention on platform, and frequency of use, then act on them alongside the account team

Partner with Sales before close to shape the rollout plan, then hand each account to Account Managers and Customer Success Managers with a maintenance plan after roughly 90 days

Analyze adoption trends and potential bottlenecks and translate the data into clear, actionable insights for internal teams and client stakeholders

Identify areas for improvement in our onboarding approach, document best practices and standardized playbooks, and build scalable processes for a smoother, faster onboarding experience across future clients

Develop an understanding of the product, the customer persona, the reason for investment, and how this maps back to the customer lifecycle

#LI-Remote

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

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

Base Compensation Range$100,000—$120,000 USD

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

AlphaSense never asks candidates to pay for job applications, equipment, or training.

All official communications will come from an @alpha-sense.com email address.

If you’re unsure about a job posting or recruiter, verify it on our Careers page.

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

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