Customer Success Manager

Foresight Data • New York City, NY

10d • Hybrid

About The Position

Foresight provides generative AI to the private investment market through LLM-powered agents integrated into web and mobile software. Its platform brings together portfolio management and finance capabilities to address data integration, management, and visualization challenges in private markets. Foresight is a fast-growing pre-Series A company founded by a team with experience at BlackRock, Point72, and Greycroft, with engineers from leading technology companies and startups.

As a Customer Success Manager, 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. The role requires customer relationship management skills and foundational knowledge of accounting and financial systems, with the opportunity to shape how Foresight delivers value to customers in a fast-growing startup environment.

The position reports to the Head of Customer Success and is hybrid, based out of either the New York City metro-area office or the San Francisco office. New York City office attendance is 2–3 days per week. Travel is expected up to 10% of the time for client visits and occasional team gatherings.

Requirements

• Bachelor’s degree in accounting, finance, business, or a 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 to customers in a digestible 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; STLB is also listed.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level