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crm forecasting data analysis renewals ai📋 Description
- Manage commercial lifecycle for broker partners (strategy, forecasting, renewals)
- Drive adoption of AlphaSense platform across analyst teams
- Expand partnerships and identify growth opportunities
- Serve as strategic advisor on AI-powered research workflows
- Maintain strong CRM hygiene and forecast discipline
- Communicate with senior stakeholders across product, sales, and content
🎯 Requirements
- Financial services grounding in equity research, IB, or capital markets
- Commercial instinct with accountability; renewals and growth opportunities
- Analytical mindset using data signals and trends to tell a story
- Credible communicator across levels, from junior staff to Head of Research
- Ownership mentality; proactive, adaptable, embraces ambiguity
- 1-3 years in Financial Services; degree in Finance, Economics, or related field
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