Customer Success - Portfolio

San Francisco Bay Area preferred with part-time remote work

4 years

Competitive Salary + Benefits (Health, Dental, Vision, STLB), HSA available

Foresight Data is tackling some of the most challenging data integration, management, and visualization problems within the private investment markets industry with a revolutionary product that brings together investment sourcing, deal management, portfolio management, and finance capabilities in one end-to-end platform.

Foresight Data was founded by a team that has worked together at three of the most innovative, demanding, data-driven financial institutions in the world– Black Rock, Point
72, and Greycroft. We are backed by NEA and Greycroft with a new capital infusion.

Foresight’s Portfolio Monitoring is the company’s data-driven portfolio analytics product, built for Finance, IR, and Ops teams to have all their data about every Port Co and every fund in one place. Foresight integrates with your accounting system and every cap table vendor, and enables flexible, sophisticated analysis and seamless sharing across the firm so that everyone can make better decisions.

We are, first and foremost, seeking someone who deeply understands the private markets and VC & PE concepts. As a member of our customer success team focusing on the portfolio monitoring product, you will have an opportunity to work with some of the most sophisticated and top-tier Venture Capital and Private Equity investors in the world.

If you are passionate about helping customers solve their problems using innovative technology, this is a rare opportunity to join a team who are building the future of how trillions of dollars of investment capital are allocated, integrated, and visualized. In a fast-growing, entrepreneurial atmosphere, you will work closely with customers during implementation and ongoing engagement. Your north star will be advising customers using Foresight to solve problems and ensuring their experience exceeds expectations.

Specific accountabilities include:

Coordinate implementation for new clients and engage in tailoring Foresight to meet each client’s needs.

Work with product and engineering teams to determine solutions that best achieve client goals, including understanding our implementation process to ensure seamless onboarding and product rollout.

Track client requests, manage expectations, and deliver solutions to the clients on time.

Drive “Net Promoter Score” by helping customers solve their business needs with Foresight.

Solicit and prioritize feedback across the user base alongside the product team to drive new high-demand capabilities and enhancements to existing features.

Lead user education and training for existing client base.

Specific accountabilities include:

Knowledge of fund accounting and portfolio company accounting concepts applied in the private market industry. (e.g., fund waterfall mechanics, private company cap tables).

Understanding of private markets’ industry reporting standards.

Comfortable working with and analyzing large datasets.

Expert ability to communicate technical concepts with customers.

Can work independently within a small but rapidly growing team.

Familiar with customer success tools (e.g., Pendo).

3+ years of experience working in finance or with financial technology, required.

Understanding of data structures within accounting systems, preferred.

Preference for candidates based in the San Francisco Bay Area.

4-year BS degree in finance, accounting, or related field.

As soon as possible.

Competitive Salary + Benefits (Health, Dental, Vision, STLB), HSA available.

Part-time remote work;
Flexible work scheduling;
Holiday-time office closure;
Inclusive, innovative, and entrepreneurial culture.

We connect the data, you connect the dots.

Foresight Data, Inc. 174 W 4th Street, Suite 168
New York, NY 10014