Customer Success Manager
About The Position
As a Customer Success Manager at Foresight, you will drive adoption, retention, and long-term success for a portfolio of clients. You will advise customers on using Foresight to solve problems and ensure their experience exceeds expectations, drawing on customer relationship management skills and foundational knowledge of accounting and financial systems. In this fast-growing startup, you will help shape how Foresight delivers value to customers. The position reports to the Head of Customer Success and is hybrid, based either in the New York City metro area office or the San Francisco office. Employees in the New York City office are expected to work there two to three days per week. Travel of up to 10% is expected for client visits and occasional team gatherings.
Requirements
- Bachelor’s degree in accounting, finance, business, or a related field, or equivalent experience.
- Three to five 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 to customers in an easily understood way.
- Comfort working with and analyzing large datasets.
- Proficiency in Excel or Google Sheets.
Nice To Haves
- Experience with fund accounting systems such as FIS Investran, Allvue, or QuickBooks.
- Knowledge of private market concepts such as fund waterfall mechanics, private company cap tables, portfolio allocation and modeling, and portfolio company analytics.
- Understanding of private markets reporting standards and fund accounting concepts, including fund NAV, capital flows, and US GAAP reporting.
- Experience working in an entrepreneurial or early-stage environment and comfort operating in a small, fast-moving team.
- Experience using AI in day-to-day workflows to increase efficiency and improve customer outcomes.
- Prior SaaS implementation experience.
- Familiarity with customer success and CRM tools such as Attio, Salesforce, HubSpot, or Pendo.
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 finance leaders.
- Monitor account health, identify potential risks, and lead regular check-ins, business reviews, and success planning.
- Manage renewals across the customer portfolio and identify 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.
- Manage cross-functional projects involving Implementation, Product, Support, and Engineering.
Benefits
- Competitive salary and benefits, including health, dental, and vision coverage, with an HSA available.
- Equity eligibility.
- Income tax benefits for New York 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
