Lead, Strategy and Operations

Location: Chicago, IL

Reports to: Senior Director, Content Operations

About AlphaSense:

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 4,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 1,500 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

About the Role:

As the Strategy and Operations Lead, you will be responsible for forecasting & planning, account strategy, goaling & incentives, and strategic initiatives for the Customer and Compliance Operations departments. You will maintain our Operating Model, support data-driven decision-making for management teams, execute on strategic initiatives, and present insights to executive teams. This role will be instrumental in establishing how we can scale our call services to more clients and grow content for our research platform.

You will be seen as the key business partner for Operations Leadership, and you will support the medium and long-term project initiatives of Department management. You will partner closely with the Operations, Go-To-Market, Enablement, Ops Systems, Product, Finance, and other roles to ensure the broader organization is communicating effectively and working collaboratively.

This role will be accountable for driving productivity, effectiveness, efficiency, scalability, and continual enhancements for client-facing teams as we enable content growth. An ideal candidate will be highly analytical, self-driven, collaborative, and strategic.

What You’ll Do:

• Forecasting and Planning:

  • Set departmental goals, operational targets, staffing, and budgeting.
  • Manage aspects of the annual planning process.
  • Oversee quarterly forecasting and monitor capacity for hiring needs.

• Account Strategy and Planning:

  • Execute account strategies, manage territories, and ensure proper staffing levels.
  • Implement account planning and territory balancing as needed.

• Performance Management:

  • Support goal-setting and commission plans across teams.
  • Re-evaluate KPIs and design role-based commission plans.
  • Design and administer role-based commission plans.

• Strategic Initiatives:

  • Execute on continuous improvement, growth strategy, and business analysis initiatives.
  • Identify and execute on 1-3 strategic initiatives per quarter, setting goals and measuring impact.

Who You Are:

• 5+ years of professional experience, ideally in consulting, corporate strategy, or a high-growth startup.
• Analytical breadth and depth: Advanced Excel + SQL.
• Familiarity with modern business intelligence (Tableau, PBI, Looker), data manipulation tools, and low/no-code automation tools is a plus.
• Ability to execute: Quick learner; willing to dive in and get their hands dirty. Ability to juggle multiple projects at once and comfort making decisions.
• Experience in process mapping and development. Lean Six Sigma is a plus.
• Curious & Innovative: Proven track record of creative problem solving. You seek exposure to different types of problems and want to try your hand at different sides of the business. You want to gain experience in a high growth startup.
• Communicative: Experience delivering presentations and materials to an executive audience. Ability to interact with all levels of the company to influence company operations.

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.