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Senior Associate Account Executive, Existing Business - Financial Services

AlphaSense · Remote · Financial Services Sales

Posted Sep 30, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a time you upsold a product to an existing client. What made it work?

What they are checking: Proof of expansion selling skills and the specific actions behind them.

How do you plan your week to balance renewals, upsells and new contacts inside accounts?

What they are checking: Time management and pipeline discipline in a quota-carrying role.

Tell me about a deal you lost and what you learned.

What they are checking: Self-awareness and ability to learn from losses in sales.

What does entrepreneurial mean to you in a sales role?

What they are checking: Initiative and ownership, which the posting names as key traits.

What would you do

How would you grow an existing hedge fund client from one team to several?

What they are checking: Ability to expand within financial services accounts by finding new teams and use cases.

A client says they already have Bloomberg and do not need another platform. How do you respond?

What they are checking: Ability to position AlphaSense against existing tools without bashing competitors.

How would you demo AlphaSense to an equity analyst who has five minutes?

What they are checking: Ability to show value quickly and tailor a demo to a busy financial user.

How do you build relationships with decision makers when your main contacts are junior analysts?

What they are checking: Ability to multi-thread accounts and reach budget holders.

About the work

What do analysts and portfolio managers at investment firms care about when they evaluate a research tool?

What they are checking: Understanding of buy-side workflows like earnings prep, idea generation and expert calls.

How do you keep your CRM updated and your forecast accurate?

What they are checking: Sales discipline that managers rely on to plan revenue.

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The full job description

As published by AlphaSense.

About AlphaSense:&nbsp; The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! Reporting to: Sales Director, Existing Business - Financial Services About The Role We are looking for an entrepreneurial, driven, and accomplished Existing Business Sales professional to join our growing US team, focused on growing existing client relationships and selling to the Financial Services market. This is an opportunity to join a high-growth company and sell an award-winning product that is rapidly getting adopted across the market internationally, and this person will be able to make a significant contribution to the company’s growth and future success. Who You Are • 3+ years of relevant sales experience with a B2B SaaS solution and a customer network in the Financial Services market (buy side and sell side) • Proven track record of achieving sales targets; we are building a team of top sales performers and a great winning culture, so looking for people who share the same experience and values and together we can continue on our explosive growth • Able to prospect and build a pipeline, from identifying the right opportunities to gaining access to the right levels of and across an organization; influencing and building advocacy to create the conditions for enterprise • Energetic and creative individual, possessing natural curiosity with the ability to learn quickly • Reputation for consistently delivering results and setting the example for work ethic, initiative, enthusiasm, and commitment • Strong ability to develop rapport with new people, and to maintain relationships, combined with a positive, outgoing personality • Outstanding oral, written and presentation skills • Able to distill and explain complex issues in simple terms • An expert communicator with the ability to comfortably communicate across all levels of an organization • Able to travel to clients monthly or quarterly based on business needs What You'll Do • Take responsibility for the end-end sales processes in your territory, targeting hedge funds, asset managers, investment bankers, and sell-side research departments. • This is a farming role focused on upselling existing client relationships, requiring you to research opportunities, initiate discussions, prospect new teams, conduct demos, manage product trials, and close sales. • Forecast accurately and develop the necessary pipeline to meet and exceed goals • Partner closely with our marketing team to expand brand awareness • Work closely with our Product Specialist team during trials to ensure client engagement • Gather and pass on information on market and client product needs to sales, product management, content, and product marketing to help us continually enhance our products 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. We offer a competitive benefits program, a generous commission plan with uncapped earning potential as well as equity. Base Compensation Range $99,000 &mdash; $136,000 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 @<a href="http://alpha-sense.com/" target="_blank" data-saferedirecturl="https://www.google.com/url?q=http://alpha-sense.com/&source=gmail&ust=1740162734907000&usg=AOvVaw2sfhQUZloRzVpQ4Yj1Ftlo">alpha-sense.com &nbsp;email address. • If you’re unsure about a job posting or recruiter, verify it on our&nbsp;<a href="https://www.alpha-sense.com/careers/" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://www.alpha-sense.com/careers/&source=gmail&ust=1740162734907000&usg=AOvVaw3I0CFwb1ser7ImCRD48YOl">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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