Customer Success Manager

Foresight Data; United States; Hybrid; USD 100.000 - 150.000; Vollzeit

Benefits dieser Stelle

Competitive salary and benefits

Equity eligible

Income tax benefits for NY residents

Disability insurance

Flexible paid time off

Flexible work scheduling

Wellness programs

Zusammenfassung

Foresight Data in the United States is seeking a Customer Success Manager to oversee a portfolio of clients, driving adoption, retention, and expansion. You will bridge Finance and Accounting with product and support teams, shaping value delivery from day one.

Reporting to the Head of Customer Success, this hybrid role requires experience with renewals, executive communications, and data analysis. Travel up to 10% is expected.

Qualifikationen

• 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.
• Proficiency in Excel/Google Sheets.

Aufgaben

• Manage a portfolio of customers through implementation, driving adoption, engagement, and value.
• Build strong relationships with Finance and Accounting team members, including C‑Suite level 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)

Kenntnisse

Customer success

Finance knowledge

Excel/Sheets

Communication

Relationship management

Renewals

Cross-functional collaboration

Ausbildung

Bachelor's degree in accounting/finance/business

Tools

Attio

Salesforce

HubSpot

Pendo

Jobbeschreibung

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 r