Customer Success Manager

About Foresight Data

Foresight is the leader in providing Generative AI to the private investment market industry through LLM-powered agents fully integrated into best-in-class web and mobile software. Foresight is solving some of the most challenging data integration, data management and visualization problems for private markets with a revolutionary product that brings together portfolio management and finance capabilities in one end-to-end platform.

Founded by a team with a history working together at three of the most innovative and data-driven financial institutions in the world, Blackrock, Point72, and Greycroft, Foresight is a fast-growing pre-Series A company with engineers who have worked at leading tech companies including Amazon, Google, and a host of great startups.

This is a rare opportunity to join a team building the future of how trillions of dollars of investment capital are managed and optimized.

Your Opportunity

As a Customer Success Manager at Foresight, you will play a critical role in driving adoption, retention, and long-term success for a portfolio of clients, advising customers on using Foresight to solve problems and ensuring their experience exceeds expectations. You will bring a strong foundation in managing customer relationships, while also having a foundational knowledge of accounting and financial systems. In a fast-growing startup environment, you will have the opportunity to shape how Foresight delivers value to its customers from day one.

This position reports to the Head of Customer Success and will be hybrid out of either our New York City (HQ) metro area office (2-3 days a week) or our San Francisco office.

Travel is expected up to 10% of the time for client visits and occasional team gatherings.

Responsibilities:

• Manage a portfolio of customers through implementation, driving customer adoption, engagement, and value.

• Build strong relationships with Finance and Accounting team members, including C-Suite level Finance team leaders.

• Monitor account health and identify potential risks and lead regular check-ins, business reviews, and success planning.

• Manage renewals across your customer portfolio, identifying opportunities for account growth and expansion.

• Lead customer training and enablement sessions.

• Support the rollout of new Foresight features and products.

• Share best practices to help customers get the most value from the platform.

• Cross-functional project management (Implementation, Product, Support, Engineering)

Qualifications

Required:

• Bachelor’s degree in accounting, finance, business, or related field, or equivalent experience.

• 3 to 5 years of experience in customer success, finance, or similar fields.

• Experience owning renewals and expansion for a defined book of business.

• Experience running business reviews with finance or executive stakeholders.

• Track record of meeting retention, NRR, or adoption targets.

• Ability to communicate highly technical concepts with customers in a digestible way.

• Comfort working with and analyzing large datasets; proficiency in Excel/Google Sheets.

Helpful backgrounds:

• Experience with fund accounting systems (e.g., FIS Investran, Allvue, or even QuickBooks).

• Knowledge of concepts used in the private market industry (e.g., fund waterfall mechanics, private company cap tables, portfolio allocation and modeling, portfolio company analytics).

• Understanding of private markets reporting standards and fund accounting concepts (e.g., fund NAV, capital flows, US GAAP reporting).

• Experience working in an entrepreneurial or early-stage environment, with comfort operating in a small, fast-moving team.

• Experience using AI in day-to-day workflows to increase efficiency and impact customer outcomes.

• Prior SaaS implementation experience.

• Familiarity with customer success and CRM tools (e.g., Attio, Salesforce, Hubspot, Pendo).

Application Timeline

We anticipate the application window for this opening will close on: December 11th, 2026.

Submission does not guarantee selection, and Foresight reserves the right to modify or cancel the hiring process at any time.

Only shortlisted candidates will be contacted. We’ll retain all applications for future consideration.

Benefits Overview

At Foresight, we invest in our team’s health, well-being, and growth - offering competitive pay and a flexible benefits package that supports employees and their families at every stage.

Full-time Employment Opportunities include:

• Competitive salary and benefits (Health, Dental, Vision, STLB), HSA available

• Equity eligible

• Income tax benefits for NY residents

• Employer-paid short- and long-term disability

• Flexible paid time off annually, inclusive of holidays

• Flexible work scheduling

• Additional wellness and family support programs

Benefits offerings may vary by location and employment status.

Security Notice

Foresight will only contact candidates through official company email addresses or authorized members of our hiring team. We will never request payment or financial information during the recruiting process.

Equal Opportunity & Fair Chance Hiring

Foresight is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, disability status, veteran status, or any other characteristic protected by law.

Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws, including the California Fair Chance Act.

ADA Accommodation Statement
If you require a reasonable accommodation during the selection process, please reach out through our general contact form or indicate this in your application.