Implementation Specialist

The LaunchWell Group; San Francisco (CA); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Equity eligible

HSA available

Flexible work scheduling

Job summary

Foresight Data invites an Implementation Specialist to help scale onboarding and adoption of our platform for private market investors. You will partner with Customer Success, Engineering, and Product teams to design efficient, repeatable implementations and ensure data integrity across systems.

Based in a hybrid setup, you will shape onboarding workflows, translate complex accounting requirements into scalable processes, and drive continuous improvements that accelerate time-to-value for

Qualifications

• Bachelor’s degree in accounting, business or related field; commensurate experience in lieu of a 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 explain them to outside audiences.
• Experience collaborating closely with Customer Success and Engineering teams to deliver user-centered solutions.
• Willingness to learn new software and platforms.

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.
• Standardise 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.

Skills

Fund accounting

Finance systems

Accounting principles

Collaboration with CS & Engineering

Education

Bachelor’s degree in accounting

CPA licence

Tools

Fund accounting software

Job description

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 solves some of the most challenging data integration, data management and visualization problems for private markets with a revolutionary product that brings together investment sourcing, deal management, portfolio management and finance capabilities in one end‑to‑end platform.

Founded by a team with experience at 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 many startups.

Your Opportunity

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. You will partner cross‑functionally with Customer Success, Engineering, and Product teams to ensure 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—to design and optimize onboarding workflows, ensuring data integrity, system accuracy, and operational readiness. This role blends technical fluency, accounting expertise, and process orientation, enabling you to translate complex financial requirements into scalable implementation frameworks.

In this fast‑growing startup, you can shape how Foresight delivers value to customers from day one, standardising best practices, improving internal tooling, and driving continuous enhancements. Your work will directly impact speed, quality, and consistency of customer onboarding.

This position reports to the Implementations Manager and can be based out of our offices in the San Francisco or the New York City metro area, operating on a hybrid schedule (2–3 days per week onsite or fully remote). Travel is not expected except for occasional team retreats.

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.
• Standardise 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.

Qualifications

• Bachelor’s degree in accounting, business or related field; commensurate experience in lieu of a 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 explain them to outside audiences.
• Experience collaborating closely with Customer Success and Engineering teams to deliver user‑centered solutions.
• Willingness to learn new software and platforms.

Preferred

• CPA licence, active, inactive, or expired.
• Experience working in an entrepreneurial or early‑stage environment, comfortable operating in a small, fast‑moving team.
• Experience with or willingness to use AI in day‑to‑day workflow to increase development efficiency.

Application Timeline

We anticipate the application window for this opening will close on July 31st, 2026.

Benefits Overview

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, Short‑ and long‑term disability, Flexible paid time off).
• Equity eligible.
• Income tax benefits for NY residents.
• Employer‑paid short‑ and long‑term disability.
• Flexible work scheduling.
• Additional wellness and family support programs.
• HSA available.

Equal Opportunity & Fair Chance Hiring

Foresight is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, colour, 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.