Implementation Specialist

Foresight Data•New York City, NY

26d•Hybrid

About The Position

As an Implementation Specialist at Foresight, you will play a critical role in building and scaling the systems, processes, and infrastructure that power successful client onboarding and long-term adoption of our platform. Sitting within the Customer Success organization, this role is primarily internally focused partnering cross-functionally with Customer Success, Engineering, and Product teams to ensure that implementations are efficient, repeatable, and aligned with the needs of sophisticated private market investors. You will bring a strong foundation in fund accounting and financial systems (particularly within private equity and venture capital environments) to design and optimize onboarding workflows, ensuring data integrity, system accuracy, and operational readiness. This role requires a blend of technical fluency, accounting expertise, and process-oriented thinking, enabling you to translate complex financial requirements into scalable implementation frameworks. In a fast-growing startup environment, you will have the opportunity to shape how Foresight delivers value to its customers from day one, standardizing best practices, improving internal tooling, and driving continuous enhancements to the implementation lifecycle. Your work will directly impact the speed, quality, and consistency of customer onboarding, helping to establish a strong foundation for long-term customer success.

Requirements

Bachelors degree in accounting, business or related field; commensurate years of experience in lieu of degree.
Minimum of 5 years of experience in finance, fund accounting systems, or similar fields.
Demonstrated experience working with fund accounting and finance systems.
Strong understanding of accounting principles and ability to describe principles to outside audiences.
Experience collaborating closely with other teams, Customer Success and Engineering teams to deliver user-centered solutions.
Willingness to learn new software and platforms.

Nice To Haves

CPA license, active, inactive, or expired, strongly preferred.
Experience working in an entrepreneurial or early-stage environment, with comfort operating in a small, fast-moving team.
Experience with or willingness to use AI in day-to-day workflow to increase development efficiency.

Responsibilities

Oversee the implementation and integration of Foresight software, ensuring projects stay on track.
Identify, assess, and mitigate potential risks that could impact project timelines or outcomes.
Help customers navigate the transition to new software, addressing concerns, and managing resistance to change.
Standardize and scale systems, workflows, playbooks, and best practices to improve outcomes and efficiency while supporting a growing customer base.
Leverage data analytics to identify trends, uncover opportunities, and implement improvements that drive success for both customers and Foresight.
Work with the leadership team to develop and execute strategies for further account software adoption.
Operate effectively in a fast-paced, early-stage startup environment with evolving requirements and priorities.