Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Customer Success Manager role.
Rezi rewrites your resume against Foresight Data's job description. Free.
Tailor your resume to this Customer Success Manager role.
Rezi rewrites your resume against Foresight Data's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Customer Success Manager posting at Foresight Data — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Customer Success Manager posting at Foresight Data — free, in seconds.
About the Role
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. You will advise customers on using Foresight to solve problems and ensure their experience exceeds expectations, bringing a strong foundation in managing customer relationships and foundational knowledge of accounting and financial systems. This is an opportunity to shape how Foresight delivers value to its customers from day one in a fast-growing startup environment.
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).
Requirements
- 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.
Skills
- Fund accounting systems (e.g., FIS Investran, Allvue, or even QuickBooks).
- Concepts used in the private market industry (e.g., fund waterfall mechanics, private company cap tables, portfolio allocation and modeling, portfolio company analytics).
- Private markets reporting standards and fund accounting concepts (e.g., fund NAV, capital flows, US GAAP reporting).
- AI in day-to-day workflows to increase efficiency and impact customer outcomes.
- SaaS implementation experience.
- Customer success and CRM tools (e.g., Attio, Salesforce, Hubspot, Pendo).
Location
- New York City (HQ) metro area
- San Francisco
Work Type
- Hybrid
- Full-time
Experience Level
- 3 to 5 years
Education Level
- Bachelor’s degree in accounting, finance, business, or related field, or equivalent experience.
Salary/Compensations
- Competitive salary
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
About the Company
- 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.
Equal Opportunity
- Foresight is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, 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.