---
title: 'Customer Success Manager at Foresight Data'
canonical: 'https://feeny.ai/job/customer-success-manager-foresight-data-new-york-8c1hpta90way'
type: 'job'
last_seen: '2026-11-07'
---

# Customer Success Manager at Foresight Data

- **Company:** Foresight Data
- **Location:** New York, NY
- **Compensation:** $100k–$150k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-28
- **Last confirmed live:** 2026-11-07
- **Apply:** https://jobs.ashbyhq.com/Foresight/789a0f61-d1dd-4a34-a227-3462067081fc

## 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 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 request payment or financial information during the recruiting process.

## Equal Opportunity & Fair Chance Hiring

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.

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.

## About Foresight Data

## Company Overview
- **One-liner**: Foresight provides an AI-driven intelligence platform that unifies fragmented private market data for venture capital and private equity firms, enabling better sourcing, diligence, and portfolio management decisions.
- **Entity Type**: Private (Seed stage)
- **Headquarters**: New York, New York, USA
- **Founded**: 2023
- **Founders**: Jason Miller (CEO)

## Core Business
- **Primary industry**: Private Market Investment Software / Fintech
- **Target customers**: B2B; Venture capital firms, private equity firms, growth equity funds, and institutional investors (from emerging managers to global multi-strategy firms).
- **Mission**: To connect the private market through data, making it smarter, faster, and more efficient for fund managers and financial institutions.

## Products & Services
- **Foresight Platform (Core)**: An end-to-end SaaS platform for sourcing, diligence, and portfolio management. It uses AI to unify data from disparate sources (e.g., CRM, cap tables, accounting software, KPI feeds) into a single, queryable data layer.
- **Sourcing Module**: Helps investors find and evaluate deal prospects using dynamic pipelines and company profiles that combine alternative data feeds with first-party CRM data.
- **Portfolio Monitoring Module**: Automatically processes financial statements, board decks, and cap tables, extracting key metrics and normalizing them into a consistent format for total portfolio visibility. Supports scenario modeling, fund analysis, and LP/GP reporting.
- **Conversational AI Interface**: Launched in October 2025, this feature allows users to query their unified data using natural language within the Foresight platform, ChatGPT, Claude, and Glean via an MCP server.
- **Data Infrastructure (API & Data Warehouse)**: A "data unification infrastructure" offered as a service, allowing firms to build custom alpha tools on top of the platform.

## Market Standing
- **Valuation**: Not publicly disclosed.
- **Total Funding**: Raised $5.5 million in a Seed round led by New Enterprise Associates (NEA). Other investors include Greycroft and KDX Ventures. A prior, unlabeled round also occurred.
- **Key Metrics**:
    - Serves over 700 funds (including top-tier VCs and PEs).
    - Manages insights on over 10,000 companies.
    - Underpins over $200 billion in assets (a metric indicating the total AUM of firms using the platform).
- **Growth Signals**: Launched a first-of-its-kind conversational AI interface for private market data in October 2025. Hired Dan Spector as CTO from Amazon’s AGI team. Actively growing customer base across VC, growth equity, and PE firms.

## Competitive Advantages
- **Data Unification**: The core differentiator is solving the "data silo" problem that plagues private markets. They integrate and normalize data from sourcing feeds, CRMs, KPI trackers, cap tables, and fund accounting systems into a single source of truth.
- **AI-First Approach**: Uses AI at every stage—from extracting and normalizing data from documents to enabling natural language querying of all unified data.
- **Founder-Market Fit**: Founder Jason Miller spent 20 years building software for top private market investors (BlackRock, Point72, Greycroft), giving the team deep domain expertise.
- **Customer-Centric Innovation**: Builds for both emerging firms ("scale without headcount") and large global firms ("data-driven transformation"), making the platform versatile.

## Strategic Focus
- **Product Expansion**: Continuing to enhance AI capabilities, especially natural language interfaces (MCP server, ChatGPT integration), to make data access even more frictionless.
- **Market Adoption**: Deepening penetration across VC, PE, and institutional lending/wealth management teams, targeting the $15 trillion private market.
- **Data Platform**: Strengthening their position as the "data infrastructure" for private markets, enabling customers to build proprietary analytics on top of the platform.

## Why Work Here
- **Culture**: Highly entrepreneurial and inclusive. Described as a fast-growing environment where you work directly with top-tier investors. The team is built by people who have worked together at BlackRock, Point72, and Greycroft.
- **Work Model**: Flexible and hybrid-friendly. Benefits include part-time remote work capability, flexible work scheduling, and holiday-time office closure.
- **Team & Location**: Headquartered in New York City with an office in San Francisco. The small, focused team (~19-25 employees) includes members across the US, Serbia, Mexico, and Brazil.
- **Impact**: Opportunity to shape the infrastructure for a $15 trillion market. Employees work on challenging data integration and AI problems with clear customer demand.
- **Customer Base**: Access to the world's most sophisticated private market investors.

## Sources
1. [foresight.ai](https://www.foresight.ai/)
2. [LinkedIn](https://www.linkedin.com/company/foresight-data-inc)
3. [cbinsights.com](https://www.cbinsights.com/company/foresight-data)
4. [foresight.ai - Careers Page](https://www.foresight.ai/careers)
5. [foresight.ai - Customer Success Page](https://www.foresight.ai/customer-success---portfolio)

## Other roles at Foresight Data

- [Founding Marketing Manager](https://feeny.ai/job/founding-marketing-manager-foresight-data-new-york-r79ata0t1x1d) — New York, NY
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-box-austin-fjv1w26rzjkr) — Austin, TX
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-locus-robotics-united-states-t23c508xg382) — United States
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-box-tokyo-9pg1xr9q64rs) — Tokyo, Japan
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-box-chicago-68a90smqyz7r) — Chicago, IL
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-twilio-united-states-h3nnfagkc9gr) — United States
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-solink-canada-eva9scvew74g) — Canada
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-d2l-melbourne-7ceeqgjbemb2) — Melbourne, Australia
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-staffbase-berlin-h6g8ahwr3861) — Berlin, Germany / Chemnitz Sachsen, Germany / Dresden Sachsen, Germany / München Bayern, Germany
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-griffin-london-or-within-the-6xv918gcg717) — London OR Within the, United Kingdom