{"id":3417812,"url":"https://alion.io/job/foresight-customer-success-manager","title":"Customer Success Manager","company":{"id":24095,"name":"Foresight","domain":"foresight.ai","url":"https://alion.io/company/foresight-ai","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States","San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":100000,"max":150000,"currency":"USD","period":"year","gross":null,"usd_annual":150000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Google Sheets","optional":false},{"name":"HubSpot","optional":false},{"name":"LLM","optional":false},{"name":"QuickBooks","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-28T18:06:16Z","employer_posted_date":"2026-10-28","last_verified_at":"2026-11-01T22:00:09Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"About Foresight Data\nForesight 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.\nFounded 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.\nThis is a rare opportunity to join a team building the future of how trillions of dollars of investment capital are managed and optimized.\nYour Opportunity\nAs 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.\nThis 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.\nTravel is expected up to 10% of the time for client visits and occasional team gatherings.\nResponsibilities:\nManage a portfolio of customers through implementation, driving customer adoption, engagement, and value.\n\nBuild strong relationships with Finance and Accounting team members, including C-Suite level Finance team leaders.\n\nMonitor account health and identify potential risks and lead regular check-ins, business reviews, and success planning.\n\nManage renewals across your customer portfolio, identifying opportunities for account growth and expansion.\n\nLead customer training and enablement sessions.\n\nSupport the rollout of new Foresight features and products.\n\nShare best practices to help customers get the most value from the platform.\n\nCross-functional project management (Implementation, Product, Support, Engineering)\n\nQualifications\nRequired:\nBachelor’s degree in accounting, finance, business, or related field, or equivalent experience.\n\n3 to 5 years of experience in customer success, finance, or similar fields.\n\nExperience owning renewals and expansion for a defined book of business.\n\nExperience running business reviews with finance or executive stakeholders.\n\nTrack record of meeting retention, NRR, or adoption targets.\n\nAbility to communicate highly technical concepts with customers in a digestible way.\n\nComfort working with and analyzing large datasets; proficiency in Excel/Google Sheets.\n\nHelpful backgrounds:\nExperience with fund accounting systems (e.g., FIS Investran, Allvue, or even QuickBooks).\n\nKnowledge of concepts used in the private market industry (e.g., fund waterfall mechanics, private company cap tables, portfolio allocation and modeling, portfolio company analytics).\n\nUnderstanding of private markets reporting standards and fund accounting concepts (e.g., fund NAV, capital flows, US GAAP reporting).\n\nExperience working in an entrepreneurial or early-stage environment, with comfort operating in a small, fast-moving team.\n\nExperience using AI in day-to-day workflows to increase efficiency and impact customer outcomes.\n\nPrior SaaS implementation experience.\n\nFamiliarity with customer success and CRM tools (e.g., Attio, Salesforce, Hubspot, Pendo).\n\nApplication Timeline\nWe anticipate the application window for this opening will close on: December 11th, 2026.\nSubmission does not guarantee selection, and Foresight reserves the right to modify or cancel the hiring process at any time.\nOnly shortlisted candidates will be contacted. We’ll retain all applications for future consideration.\nBenefits Overview\nAt 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.\nFull-time Employment Opportunities include:\nCompetitive salary and benefits (Health, Dental, Vision, STLB), HSA available\n\nEquity eligible\n\nIncome tax benefits for NY residents\n\nEmployer-paid short- and long-term disability\n\nFlexible paid time off annually, inclusive of holidays\n\nFlexible work scheduling\n\nAdditional wellness and family support programs\n\nBenefits offerings may vary by location and employment status.\nSecurity Notice\nForesight will only contact candidates through official company email addresses or authorized members of our hiring team. We will never request payment or financial information during the recruiting process.\nEqual Opportunity & Fair Chance Hiring\nForesight 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.\nQualified applicants with arrest or conviction records will be considered in accordance with applicable laws, including the California Fair Chance Act.\nADA Accommodation Statement\nIf you require a reasonable accommodation during the selection process, please reach out through our general contact form or indicate this in your application.","description_format":"text","description_chars":5670,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Flexible schedule"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Financial AI","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-10-28T20:04:09Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":3,"expected_fill_days":25,"reasons":["conf:0","win:early"],"computed_at":"2026-11-01T06:10:25Z"},"pay":{"stated_usd_annual":150000,"is_top_pay":true},"html_url":"https://alion.io/job/foresight-customer-success-manager","json_url":"https://alion.io/job/foresight-customer-success-manager.json","meta":{"generated_at":"2026-11-02T01:41:28Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2641,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":24095},"rest":"https://alion.io/mcp/rest/get_company?id=24095"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fforesight-customer-success-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fforesight-customer-success-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fforesight-customer-success-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/foresight-customer-success-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fforesight-customer-success-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3417812}},{"tool":"search_jobs","arguments":{"company":"foresight.ai","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3417812},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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